Cathie Wood is the Founder, CEO, and CIO of ARK Invest and one of the most influential voices in innovation investing. This conversation was recorded live at Bitcoin Investor Week in New York. In this discussion, Cathie explains why deflation—not inflation—is the bigger macro risk, how AI is becoming a powerful deflationary force, and why productivity gains are being misunderstood by markets and policymakers. We also explore bitcoin’s role as a hedge against both inflation and deflation, the rise of counterparty risk, and how converging technologies like AI, robotics, and blockchain are reshaping the global economy.

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0:00 - Intro
0:20 - Why deflation is the real macro risk
3:32 - Navigating the AI boom & U.S. growth
12:22 - Would deflation hurt bitcoin?
14:08 - Elon Musk, Tesla, & convergence
16:37 - Key risks investors should watch
18:45 - How ARK approaches innovation investing

Will Deflation Hurt Bitcoin? | Cathie Wood

The Pomp Podcast