بينهم إيلون ماسك.. جدل كبير حول خطر يهدد الاقتصاد العالمي

Inflation has flared in response to COVID-related supply chain bottlenecks and oil supply constraints but, IMHO, the powerful and converging deflationary forces associated with AI, energy storage (EVs!), robotics, genomic sequencing, and blockchain technology will bend the curve. https://t.co/DxGLRWe2P6

— Cathie Wood (@CathieDWood) October 26, 2021

If they expect lower prices, most consumers/businesses will defer purchases, exacerbating a decline in the velocity of money. Despite the burst in cyclical inflation during the last year, velocity is hovering at low levels. If @ARKInvest is correct, the next leg will be down.

— Cathie Wood (@CathieDWood) October 26, 2021

I am struck by the behavior of millennials who, at the margin, are sacrificing short term consumption to pay down student loans or invest in crypto and other assets. Bank loan growth also is tepid which would not be the case if velocity were increasing.

— Cathie Wood (@CathieDWood) October 26, 2021