Fed Fight And Apple Ousts OpenAI | The Brainstorm EP 116

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Jan 14, 2026

Cathie Wood, Founder and CEO of ARK Invest, shares insights on pressing economic and tech issues. She discusses Jerome Powell’s subpoena and its impact on market volatility, contrasting today’s inflation context with the 1970s. The talk shifts to Apple’s partnership with Google for AI, exploring its implications for Siri and market dynamics. Wood also predicts job disruption from AI, discusses the feasibility of humanoid robots, and debates the economics of robotics versus human labor. Her forward-looking perspective on innovation in investment is captivating!

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INSIGHT

Fed Commentary Fuels Market Volatility

Political pressure on the Fed is increasing market volatility and driving asset moves like gold to new highs.
Cathie Wood argues this volatility stems from too many market-moving Fed appearances and transparency.

INSIGHT

Underlying Inflation Appears Muted

Underlying inflation may already be low, with truflation near 1.8% and unit labor costs subdued.
Wood suggests wage-driven cost-push inflation is not present, so aggressive Fed tightening may be unnecessary.

ADVICE

Focus On Prices, Not Noisy Guidance

Reduce reliance on noisy Fed chatter by focusing on price data and clear policy signals like Volcker-era clarity.
Wood recommends returning to more rule-like standards or clearer monetary anchors to lower volatility.

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In this episode of The Brainstorm, hosts Sam, Brett, and Nick are joined by Cathie Wood to discuss a range of pressing economic and technological topics. The conversation kicks off with the implications of Jerome Powell's subpoena and the broader economic initiatives under the Trump administration. Cathie Wood shares insights on the impact of these policies on consumer sentiment, inflation, and the housing market. The discussion also delves into the dynamics between Apple, Google, and AI technology, highlighting the strategic partnerships shaping the future of digital assistants like Siri. The episode wraps up with a lively debate on the potential of humanoid robots and the evolving landscape of innovation and investment.

If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Wolf.financial, and sponsored by Public. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.

Key Points From This Episode:

Cathie Wood discusses the economic impact of Jerome Powell's subpoena and recent Trump administration policies on consumer sentiment and inflation.
The conversation explores the strategic partnership between Apple and Google, focusing on AI technology and its implications for Siri.
The hosts debate the potential of humanoid robots and the investment landscape for innovation in this field.
The episode touches on the dynamics of the housing market and the influence of political and economic factors on housing prices.

To learn more about WOLF: https://wolf.financial

To learn more about Public: https://public.com/