ARK Invest CEO Cathie Wood predicts that the economic landscape in 2026 will reach a "golden age," with real GDP growth approaching 5%, but AI-driven productivity surges could lead to deflation. She believes that productivity-driven growth has a deflationary effect and cites falling oil prices and declining unit labor costs as evidence. Wood also emphasizes that with policy support, the real estate market could rebound, and strongly recommends Bitcoin (BTC) as a "fiduciary duty" for portfolio diversification because its correlation with traditional assets is nearly zero.
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ARK Invest CEO Cathie Wood predicts that the economic landscape in 2026 will reach a "golden age," with real GDP growth approaching 5%, but AI-driven productivity surges could lead to deflation. She believes that productivity-driven growth has a deflationary effect and cites falling oil prices and declining unit labor costs as evidence. Wood also emphasizes that with policy support, the real estate market could rebound, and strongly recommends Bitcoin (BTC) as a "fiduciary duty" for portfolio diversification because its correlation with traditional assets is nearly zero.