Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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#186 David Woo, Economist Who Nailed 2016 And 2020 Election Outcomes, Explains Why The Market Has The Trump Trades Wrong
Manage episode 430350730 series 3510102
Innehåll tillhandahållet av Julia La Roche. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Julia La Roche eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
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 186 for a wide-ranging conversation on economics and politics, including the attempted assassination on former President Trump and why the market has the so-called Trump trades all wrong.
This episode was recorded on Friday, July 19.
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
01:25 Big picture macro view
03:00 Geopolitical update
04:10 Trump trades
06:53 Election is not over yet
08:01 Assassination attempt and the risk of another attempt
11:15 JD Vance
15:20 Finding a replacement to Biden
18:45 2025 will have nothing to do with 2017
22:44 Challenges in financing tax cuts, tariffs, and potential for a global trade war
25:50 Collecting taxes on big tech companies doing business outside the US would be bearish for stocks
28:00 Trump will face a massive budget deficit and why he's not that bullish for bitcoin
28:50 Trump 1.0 vs. Trump 2.0 economy
30:30 If Trump wins, he'll inherit a huge mess from Biden
35:41 Immigration
40:31 The ultimate Trump trades are defensive trades
44:30 Betting on a recession
50:37 Generative AI is a bubble that will trigger a recession
56:55 Parting thoughts
204 episoder
Dela
Manage episode 430350730 series 3510102
Innehåll tillhandahållet av Julia La Roche. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Julia La Roche eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
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 186 for a wide-ranging conversation on economics and politics, including the attempted assassination on former President Trump and why the market has the so-called Trump trades all wrong.
This episode was recorded on Friday, July 19.
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
01:25 Big picture macro view
03:00 Geopolitical update
04:10 Trump trades
06:53 Election is not over yet
08:01 Assassination attempt and the risk of another attempt
11:15 JD Vance
15:20 Finding a replacement to Biden
18:45 2025 will have nothing to do with 2017
22:44 Challenges in financing tax cuts, tariffs, and potential for a global trade war
25:50 Collecting taxes on big tech companies doing business outside the US would be bearish for stocks
28:00 Trump will face a massive budget deficit and why he's not that bullish for bitcoin
28:50 Trump 1.0 vs. Trump 2.0 economy
30:30 If Trump wins, he'll inherit a huge mess from Biden
35:41 Immigration
40:31 The ultimate Trump trades are defensive trades
44:30 Betting on a recession
50:37 Generative AI is a bubble that will trigger a recession
56:55 Parting thoughts
204 episoder
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Liknande The Julia La Roche Show
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
…
continue reading
A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon. Want more Slate Money? Subscribe to Slate Plus to unlock weekly bonus episodes. Plus, you’ll access ad-free listening across all your favorite Slate podcasts. Subscribe now on Apple Podcasts by clicking “Try Free” at the top of our show page. Or, visit https://slate.com/moneyplus to get access wherever you listen.
…
continue reading
Welcome to The Clever Investor Show, where your host, Cody Sperber, a seasoned real estate investor and educator, becomes your definitive source for everything in real estate investing and entrepreneurship. Each episode features conversations with giants in the industry like Grant Cardone, known for his real estate investor status; Wes Watson, sharing strategies for success; Eric Spofford, focusing on business growth and niche real estate markets; Pace Morby, a creative financing expert; and ...
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
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