Macro trends blogger and economist David Woo @DavidWooUnbound, CEO of David Woo Unbound, a global forum devoted to the promotion of fact-based debates about markets, politics, and economics, joins Julia La Roche on episode 204 for a wide-ranging conversation on economics and politics and geopolitics.

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Woo, the former head of Global Interest Rates, Foreign Exchange, Emerging Markets Fixed Income Strategy & Economics Research at Bank of America, is known for some of his bold and contrarian calls, including Trump winning the presidential race in 2016 (https://www.cnbc.com/2016/12/08/bofaml-analyst-got-ovation-from-co-workers-the-morning-after-election.html), and that the 2020 US presidential election would be much closer than expected and the results contested (https://www.afr.com/policy/economy/the-dangerous-groupthink-stalking-wall-street-20210909-p58q48).

Links:

Youtube: https://www.youtube.com/@DavidWooUnbound

Website: https://www.davidwoounbound.com/

Twitter/X: https://twitter.com/Davidwoounbound

Timestamps:

00:00 Introduction and welcome David Woo

00:59 Overview of macro picture, analysis of US labor market and economic data

03:22 Discussion on Chinese economy and stimulus measures

05:46 Impact of US-China rivalry on European economy, especially Germany

08:07 Critique of Federal Reserve's recent rate cut decision

10:28 Explanation of illegal immigration's impact on economic data

13:29 Analysis of upcoming US election and potential market impacts

16:57 Discussion on potential Israeli attack on Iran before US election

21:13 Analysis of Iran's military capabilities and potential conflict

25:36 Reasons for potential Israeli attack before US election

31:03 Investment strategies for different election scenarios

36:05 Analysis of polling data and election predictions

51:30 Demographic analysis of voter support for candidates

54:49 Discussion on risks to Trump's candidacy

57:27 Potential implications of a Trump victory

59:53 Speculations on potential Trump administration policies and team

#204 David Woo: The Trump Trade Could Be Blown Out by Israel-Iran War

The Julia La Roche Show

#204 David Woo: The Trump Trade Could Be Blown Out by Israel-Iran War