BlockBeats News, January 26th, Cathie Wood recently stated in a podcast 「The Brainstorm」 that she strongly opposes the current Fed’s high level of transparency, “which instead creates market volatility and high-frequency trading opportunities.” She prefers a less talk, more action approach similar to the Volcker era (focused on money supply) or the Greenspan era (with relatively stable gold prices).
Cathie Wood believes that current U.S. inflation is fundamentally below 2% (based on unit labor costs only 1.2-1.4%), very different from the wage-push inflation of the 1970s. Trump-like policies (similar to Reagan but more radical) may further boost U.S. capital returns, strengthen the dollar, and help control inflation without the need for significant rate hikes.
In the field of AI, Cathie Wood mentioned that if billions of dollars in AI computing power are invested in the coming years, humanoid robots are expected to achieve true flexibility by the end of the 2020s, replacing human labor. Cathie’s analysis suggests that humanoid robots are very cost-effective: a $100,000 robot can correspond to a human cost of $500,000 over 10 years, with an ROI of over 5 times, ultimately leading to a trillion-dollar level of productivity enhancement.
