Mortgage Rates And Falling Oil Prices

Cathie Wood discusses how recent declines in energy prices, combined with easing pressures in the housing market, could contribute to lower inflation and interest rates. She highlights that factors such as unit labor costs, productivity gains from AI, and shifts in global trade—including deflationary export pressure from China—play a key role in shaping economic trends. Wood emphasizes that these dynamics may create favorable conditions for growth-oriented and innovation-driven sectors.

She also touches on geopolitical developments, including Venezuela’s impact on oil supply, and explains how these macroeconomic trends influence investment decisions. Additionally, Wood considers the role of emerging technologies and digital assets, including Bitcoin as “digital gold,” in portfolios seeking long-term appreciation amid evolving economic conditions.

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