Will Deflation Hurt Bitcoin? | Cathie Wood

The Pomp Podcast

Anthony Pompliano

Investing, Business

4.6 • 2K Ratings

🗓️ 16 February 2026

⏱️ 22 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Cathie Wood is the Founder, CEO, and CIO of ARK Invest and one of the most influential voices in innovation investing. This conversation was recorded live at Bitcoin Investor Week in New York. In this discussion, Cathie explains why deflation—not inflation—is the bigger macro risk, how AI is becoming a powerful deflationary force, and why productivity gains are being misunderstood by markets and policymakers. We also explore bitcoin’s role as a hedge against both inflation and deflation, the rise of counterparty risk, and how converging technologies like AI, robotics, and blockchain are reshaping the global economy.

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0:00 - Intro
0:20 - Why deflation is the real macro risk
3:32 - Navigating the AI boom & U.S. growth
12:22 - Would deflation hurt bitcoin?
14:08 - Elon Musk, Tesla, & convergence
16:37 - Key risks investors should watch
18:45 - How ARK approaches innovation investing

Transcript

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0:28.3	gambleaware.org. I think we're going to start talking about deflation more and more,
0:35.7	and I believe interest rates are going to come down more than
0:39.3	people expect until this productivity driven boom is obvious.
0:45.5	If we get deflationary forces or get actual deflation, is that bad for Bitcoin in the
0:49.9	short term?
0:50.9	All right. Let's start with inflation and deflation. One of the things that's
0:55.4	interesting to me is I've been talking about, you know, deflation is a bigger risk. I see you
0:59.2	tweeting about it. So you're, you know, in spirit. We are locked in this together. What is your
1:03.9	read on why deflation is a bigger risk? So it's a risk and an opportunity. So there's bad deflation and good deflation.
1:13.6	If you look at the government measures, they will tell you today we're kind of stuck in this 2% to 3% range.
1:23.6	If you look at a more modern indicator, trflation, I think you feature it as well, Anthony.
1:33.0	I don't know if I should call you Pomp or Anthony, but anyway.
1:37.8	Call me a Kathy fan boy.
1:41.6	Oh, you're funny.
1:42.8	Thank you.
1:43.7	So, truflation is down to 0.8%.
	...

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