Ark Invest CEO Cathie Wood hais tias cov tub ua lag luam tab tom saib lub sijhawm keeb kwm tsis raug hauv kev sib piv nrog rau qhov kev nce nqi siab tam sim no.
"Yog tias koj rov qab mus rau 19-cov tub ntxhais hluas, lub sijhawm ntawd zoo ib yam li lub sijhawm peb nyob niaj hnub no," nws hais ntawm Finimize Modern Investor Summit, qhov uas nws tau tshwm sim los ntawm video hnub Tuesday. Lub sijhawm ntawd muaj kev ua tsov rog (Kev Tsov Rog Ntiaj Teb Zaum XNUMX), kev sib kis thoob ntiaj teb (Spanish flu) thiab teeb meem kev xa khoom. Taw tes rau qhov cuam tshuam ntawm hluav taws xob, xov tooj thiab lub tsheb, nws hais tias nws tseem yog "lub sijhawm muaj txiaj ntsig tshaj plaws rau kev tsim kho tshiab hauv keeb kwm."
Inflation, nws tau sau tseg, mus los ntawm 24% nyob rau lub Rau Hli 1920 txog -15% thaum Lub Rau Hli 1921. Thaum nws tsis tau kwv yees kev nce nqi ntawm -15%, nws tau lees tias kev nce nqi ntawm ib xyoo dhau ib xyoo yuav tig tsis zoo. Wood tau hais tias "Dab tsi tau tshwm sim nyob rau ob peb xyoos dhau los no yuav tig mus, thiab peb xav tias kev lag luam yuav rov qab mus rau qhov kev nyiam rau kev loj hlob cov khoom lag luam thiab peb lub tswv yim tshiab," Wood hais.
Ntoo kuj tau piav qhia ntawm tweet los ntawm yav dhau los hnub hais txog qhov tob ntawm qhov kev hloov pauv ntawm cov txiaj ntsig nkhaus.
"Qhov ntawd yog lub lag luam daim ntawv cog lus hais tias, 'Nyob zoo, Fed, koj puas tau saib?" nws hais, ntxiv tias Tsoom Fwv Teb Chaws Reserve Chair Jerome Powell tab tom sim ua tus thawj coj ntawm Paul Volcker thaum lub sijhawm nws tsis tsim nyog. "Kuv xav tias qhov no yog qhov yuam kev, vim qhov no tsis yog teeb meem 15 xyoo, nws yog 15-hli," nws hais. Twb tau, nws tau sau tseg, cov nqi khoom lag luam poob qis, cov saw hlau tau kho tau zoo thiab cov tuam txhab tau tawm tsam nrog cov khoom muag ntau dhau.
Ntoo tau taw qhia tias txawm tias Ark cov peev nyiaj tseem ceeb tau tawm tsam xyoo no - ARK Innovation Fund
ARKK,
tau poob 63% hauv 2022 - cov tub ua lag luam tsis tau rub lawv cov nyiaj tawm. Raws li FactSet, kev tsim kho tshiab ETF tau coj $ 1.4 nphom hauv kev nkag mus rau xyoo no.
Nws hais tias yog vim nws yog ib qho hedge thiab txawv ntawm lwm yam khoom. Tsuas yog Tesla
TSLA,
thiab Nvidia
NVDA,
feem ntau ntawm Ark kev nqis peev tsis yog nyob rau hauv cov qauv dav dav. Nws tau hais tias "Lawv tag nrho hais txog yav tom ntej thiab cuam tshuam txoj hauv kev uas lub ntiaj teb yuav ua haujlwm," nws hais.
Ark tau tsom mus rau nws cov ntaub ntawv khaws tseg thaum nws tos rau kev nce nyiaj nce ntxiv los txhawb kev tsim kho tshiab, nws hais ntxiv. Piv txwv li, cov peev nyiaj tsim kho tshiab tau nqaim mus rau 32 lub tuam txhab los ntawm 58, Wood tau hais tias, vim tias lub tuam txhab tsis tshua ntseeg tias Tuam Tshoj txhawb nqa kev tsim kho tshiab.
Tau qhov twg los: https://www.marketwatch.com/story/cathie-wood-says-the-better-historical-parallel-for-the-current-high-inflation-environment-is-world-war-i-not- the-1970s-11670423106?siteid=yhoof2&yptr=yahoo