BlockBeats News, January 26 — Cathie Wood recently stated during the podcast “The Brainstorm” that she strongly opposes the current high transparency of the Federal Reserve, “which instead creates market volatility and high-frequency trading opportunities.” She prefers a more hands-on approach similar to the eras of Volcker (focused on money supply) or Greenspan (relatively stable gold prices).
Cathie Wood believes that the current U.S. inflation rate is essentially below 2% (based on unit labor costs at only 1.2-1.4%), which is completely different from the wage-cost-driven inflation of the 1970s. Trump’s policies (similar to Reagan’s but more aggressive) may further increase American capital returns, strengthen the dollar, and help control inflation without significant interest rate hikes.
In the AI sector, Cathie Wood said that if hundreds of billions of dollars are invested in AI computing power in the coming years, humanoid robots could achieve true flexibility by the late 2020s, potentially replacing human labor. Cathie’s analysis suggests that humanoid robots are highly economical: a $100,000 robot could correspond to a $500,000 cost for humans over 10 years, with an ROI of over 5 times, ultimately bringing about trillions in productivity gains.