ARK Invest | Bit-Curious? Let's Talk Bitcoin | ITK with Cathie Wood @ARKInvest2015 | Uploaded 9 months ago | Updated 1 day ago
On episode LI of "In the Know," (January 5, 2024) ARK CEO/CIO, Cathie Wood, is joined by ARK Director of Digital Assets, Yassine Elmandjra. Together, they discuss ARK's history with Bitcoin, bitcoin spot ETF approval, the upcoming halving, and why we believe bitcoin is both a risk-on and risk-off asset. 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 – Intro
00:00:47 – Cathie & Yassine Intro
00:01:41 – Bitcoin in 2024
00:02:43 – ARK’s History with Bitcoin
00:12:46 – Bitcoin Halving
00:14:08 – Bitcoin MVRV (Z-Score)
00:16:00 – Bitcoin Long-Term-Holder Supply
00:19:05 – Upcoming ARK Research on Bitcoin
00:20:04 – Cathie’s Market Summary
00:24:04 – Fiscal Policy
00:24:07 – Total Public Debt Outstanding vs. GDP
00:26:03 –Total Public Debt Outstanding Divided by GDP
00:27:05 – Monetary Policy
00:27:08 – M2 Money Supply vs. CPI: Year-over-Year
00:28:01 – Yield Curve 10 Year Treasury Yield Minus 2 Year
00:29:10 – 10 Year Yield Minus 3 Month Yield: Consecutive Days Inverted
00:30:14 – Recession Probability – Federal Reserve Bank of New York
00:31:14 – Economic Indicators
00:31:19 – The Conference Board’s Leading Economic Index
00:31:39 – Total Continuing Jobless Claims
00:32:33 – Temporary Help Employment vs. Total Employment
00:34:01 – Piper Sandler Charts
00:38:33 – Market Signals
00:38:37 – US Dollar Index (DXY)
00:39:17 – Bloomberg Commodity Index
00:39:56 – Metals/Gold Ratio vs. US 10 Year Treasury
00:41:03 – Gold to Oil Ratio – Historical Chart
00:42:23 – Cathie’s Conclusion
Bitcoin Monthly: ark-invest.com/lp-bitcoin-monthly
Bitcoin Brainstorm: ark-invest.com/podcast/what-will-2024-bring-for-bitcoin
To learn more about ARK: https://arkinv.st/ARKInvest
For more updates, follow us on:
- Twitter: https://arkinv.st/Twitter
- LinkedIn: https://arkinv.st/LinkedIn
- Facebook: https://arkinv.st/Facebook
- Instagram: https://arkinv.st/Instagram
Disclosure: http://arkinv.st/39rzF94
On episode LI of "In the Know," (January 5, 2024) ARK CEO/CIO, Cathie Wood, is joined by ARK Director of Digital Assets, Yassine Elmandjra. Together, they discuss ARK's history with Bitcoin, bitcoin spot ETF approval, the upcoming halving, and why we believe bitcoin is both a risk-on and risk-off asset. 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 – Intro
00:00:47 – Cathie & Yassine Intro
00:01:41 – Bitcoin in 2024
00:02:43 – ARK’s History with Bitcoin
00:12:46 – Bitcoin Halving
00:14:08 – Bitcoin MVRV (Z-Score)
00:16:00 – Bitcoin Long-Term-Holder Supply
00:19:05 – Upcoming ARK Research on Bitcoin
00:20:04 – Cathie’s Market Summary
00:24:04 – Fiscal Policy
00:24:07 – Total Public Debt Outstanding vs. GDP
00:26:03 –Total Public Debt Outstanding Divided by GDP
00:27:05 – Monetary Policy
00:27:08 – M2 Money Supply vs. CPI: Year-over-Year
00:28:01 – Yield Curve 10 Year Treasury Yield Minus 2 Year
00:29:10 – 10 Year Yield Minus 3 Month Yield: Consecutive Days Inverted
00:30:14 – Recession Probability – Federal Reserve Bank of New York
00:31:14 – Economic Indicators
00:31:19 – The Conference Board’s Leading Economic Index
00:31:39 – Total Continuing Jobless Claims
00:32:33 – Temporary Help Employment vs. Total Employment
00:34:01 – Piper Sandler Charts
00:38:33 – Market Signals
00:38:37 – US Dollar Index (DXY)
00:39:17 – Bloomberg Commodity Index
00:39:56 – Metals/Gold Ratio vs. US 10 Year Treasury
00:41:03 – Gold to Oil Ratio – Historical Chart
00:42:23 – Cathie’s Conclusion
Bitcoin Monthly: ark-invest.com/lp-bitcoin-monthly
Bitcoin Brainstorm: ark-invest.com/podcast/what-will-2024-bring-for-bitcoin
To learn more about ARK: https://arkinv.st/ARKInvest
For more updates, follow us on:
- Twitter: https://arkinv.st/Twitter
- LinkedIn: https://arkinv.st/LinkedIn
- Facebook: https://arkinv.st/Facebook
- Instagram: https://arkinv.st/Instagram
Disclosure: http://arkinv.st/39rzF94
