BlockBeats News, January 26th, Cathie Wood recently expressed strong opposition to the current high transparency of the Federal Reserve during her appearance on the podcast "The Brainstorm," stating, "This actually creates market volatility and high-frequency trading opportunities." She prefers a less talk, more action approach similar to the Volcker era (focused on money supply) or the Greenspan era (with relatively stable gold prices).Cathie Wood believes that current U.S. inflation is fundamentally below 2% (based on unit labor costs at only 1.2-1.4%), which is vastly different from the wage-push driven inflation of the 1970s. Trump-like policies (similar to Reagan but more aggressive) may further increase U.S. capital returns, strengthen the dollar, help control inflation, all without the need for significant interest rate hikes.In the field of AI, Cathie Wood stated that if billions of dollars are invested in AI computing power in the coming years, humanoid robots are expected to achieve true flexibility by the end of the 2020s, potentially replacing human labor. Cathie's analysis suggests that humanoid robots are highly cost-effective: a $100,000 robot can correspond to a human at a cost of $500,000 over 10 years, with an ROI of over 5 times, ultimately leading to a trillion-dollar-level productivity boost.
