Cathie Wood
speaker
930 appearances
6 recordings
5 series
first heard Jun 2025
last heard 16 Feb
Cathie Wood’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 5 in all, peaking in Feb 2026 with 3.
Appearances
I think we're going to start talking about deflation more and more, and I believe interest rates are going to come down more than people expect until this productivity driven boom is obvious.
So it's a risk and an opportunity.
So there's bad deflation and good deflation.
If you look at the government measures, they will tell you today we're kind of stuck in this 2% to 3% range.
If you look at a more modern indicator, Truflation, I think you feature it as well.
I don't know if I should call you Pomp or Anthony, but anyway.
Call me a Kathy fanboy.
Oh, you're funny.
Thank you.
So, truflation is down to 0.8%.
And so it, too, was stuck in that 2% to 3% range.
It is resolving to the downside.
And I think it's going to go negative.
When I see Pepsi cutting the price of potato chips and Doritos by 15%, I take note.
And when I hear Coke saying, yeah, it seems like there's a bit of a backlash against price increases,
I take note today the existing home price inflation rate dropped to zero point nine percent on a year over year basis.
And we think that's going to go negative.
New home prices are already falling on a year over year basis.
Gasoline prices falling.
And then the good deflation is associated with technologically enabled innovation.
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