On episode LXVII of “In The Know” (May 2, 2025), ARK CEO/CIO Cathie Wood discusses the current macroeconomic landscape within the context of her recent letter on the rolling recession. (https://www.ark-invest.com/articles/market-commentary/rolling-recession-should-give-way-to-economic-boom)
This month we’re again responding to a few requests by supplementing this episode with charts and data to help illustrate ARK’s perspective on and outlook for the global economy.
As always, Cathie discusses fiscal policy, monetary policy, market signals, economic indicators, and innovation. We hope you find this monthly series useful, especially during periods of heightened volatility. Stay Healthy. Stay Innovative.
00:00:00 Introduction to The Episode’s Theme: Cathie’s Letter
00:02:55 The Impact of Tax Cuts on Economic Growth
00:09:00 Understanding the Rolling Recession
00:15:04 Monetary Policy and Its Effects on the Economy
00:25:01 Market Dynamics and Future Predictions
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