Cathie Wood just predicted a "Goldilocks" economy—5% GDP growth with FALLING inflation. Bitcoin to $1.2 million. Tesla to $2,600.

This is the same investor whose fund crashed 75%. The same person who said Zoom would hit $1,500—it's at $74. So why should anyone listen?

Because she also called Tesla before anyone. Called Bitcoin when banks said it was a scam. Built a $60 billion fund from nothing. We go source-by-source through her January 2026 interviews and ARK's Big Ideas report to break down exactly what she's predicting—and whether any of it makes sense.

What to expect in this episode:

• The Goldilocks Thesis: Why Cathie thinks we're getting 5% GDP growth AND falling inflation at the same time
• Bitcoin to $1.2 Million: The math behind ARK's most controversial prediction and why she calls it "digital gold"
• Tesla's Robotaxi Bet: Why 90% of her $2,600 target comes from self-driving taxis, not cars
• The AI Productivity Boom: Her prediction of 4-6% annual productivity growth (3x the historical average)
• Three Deflationary Forces: Energy, shelter, and China—the factors she says will push prices DOWN
• The Track Record Problem: Zoom, Teladoc, Roku—why her predictions have been disasters
• Cathie vs. The Legends: What Buffett, Dalio, and Druckenmiller are saying that contradicts her view

Key Insights:

• Technology is deflationary; money printing is inflationary—which force wins in 2026?
• Being directionally right is NOT enough—valuation and timing matter
• A 75% drawdown is still a 75% drawdown, no matter how "right" your thesis is
• When Buffett holds $381B in cash, that tells you something about valuations

Sources Referenced:

• CNBC Squawk Box Interview (Jan 16, 2026)
• ARK "In The Know" (Jan 9, 2026)
• ARK Big Ideas 2026 Report
• ARK Daily Trade Disclosures

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• (00:00) - Introduction
• (02:00) - What Cathie Is Saying Right Now
• (07:00) - Her Actual Track Record
• (12:00) - Her Investing Philosophy
• (17:00) - Cathie vs. The Legends
• (21:00) - Should You Listen to Her?