[2024-02-20] Analyst Who Nailed 2016 & 2020 U.S. Elections Sees Huge Economic Headwind ...
The Julia La Roche Show
Analyst Who Nailed 2016 & 2020 U.S. Elections Sees Huge Economic Headwind With 2024 Vote | David Woo
Tuesday, February 20, 2024
The Julia La Roche Show
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 145 for a wide-ranging conversation on economics and politics.
In this episode, Woo shares his macro framework, emphasizing the intersection of economics, politics, and geopolitics and the need to understand their impact on market outcomes. Woo also explores the potential risks and challenges facing the US economy, including political instability and polarization.
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, 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 )
With the increased political polarization in the U.S., Woo sees a real pressure point once we enter the third quarter.
“Once we get into July, we're four months away from the election, I think it's going to feel like shit. I think America, Americans are going to be petrified about what is going to be in store for the country in the final four months leading up to the election,” Woo said, adding that when safeguards to the system get “seriously stress tested” it will be “a huge economic headwind” to households and companies.
Elsewhere, he shares contrarian investment views and highlights the importance of facts and numbers in public discourse. Finally, Woo discusses his work with David Woo Unbound and the mission to bring diverse perspectives together for meaningful discussions.
Links:
Youtube: https://www.youtube.com/@DavidWooUnbound
Website: https://www.davidwoounbound.com/
Twitter/X: https://twitter.com/Davidwoounbound
Topics:
Intro
Macro view and why it’s harder to make money
The intersection of economics, politics, and geopolitics
Biden has to get the economy right, needs a soft landing
Game Theory with oil prices
Federal Reserve’s interest rate policy
Government spending contributed 1/3 of GDP growth last year
Economic risk in the U.S.
Political risk
Political division ahead of election day
Contrarian views and ideas today
Perception of the U.S. from the outside
Parting thoughts
#economy, #macro, #politics
https://www.youtube.com/watch?v=4yJ0F44K9gg
--------------------------------------------------------------------------------------
My Affiliate pages and products:
Pinterest:
https://www.pinterest.com/ninjaman1994/
Twitter:
https://twitter.com/ninjaman1994
My Referral URL Rumble Link
https://rumble.com/register/ninjaman1994/
My YouTube Channel
https://www.youtube.com/@iem2011ee616
My Odysee Channel - Promoting Various Products Online & Side Hustle Ideas, ETC.
https://odysee.com/@ninjaman1994:8
My Click-A-Snap Account
https://www.clickasnap.com/jiraiya1988
* Word Search Puzzles For Everyone Over 350+ Cities and Towns in Alabama
https://amzn.to/3I7zpOb
* Sudoku Puzzles for Everyone: June 2022
https://amzn.to/3hPsjDs
* 2022 Word Search Puzzles for All Ages Paperback - May 2022
https://amzn.to/3WsmEC9
* iMax IPTV
https://imaxiptv.com/billing/aff.php?aff=44
-
1:22:39
The Late Kick with Josh Pate
13 hours agoLate Kick Live Ep 512: Portal Winners & Losers | SEC Truths + Questions | Portal Winners & Losers
33.9K3 -
1:50:27
vivafrei
19 hours agoEp. 210: Stormy Gags on Lies! Hunter Not Immune! AstraZeneca Pulled & MORE! Viva & Barnes
147K237 -
1:50:54
Jewels Jones Live
2 days agoUNDERSTANDING NEXTGEN MARXISM | A Political Rendezvous - Ep. 76
75.2K68 -
8:22:56
Akademiks
1 day agoAll Will Be Revealed! Drake vs Kendrick vs The Riddler. Who Lied, Who Snaked, Mole Finally Revealed!
175K117 -
1:08:38
Russell Brand
2 days ago“You’re Going To Get KILLED!” Mike Benz EXPOSES CIA Secrets Like NEVER Before - Stay Free #363
387K809 -
1:35:13
Roseanne Barr
2 days ago $74.67 earnedKeep My Name Out Yo M*Therf*Cking Mouth! | The Roseanne Barr Podcast #47
197K435 -
1:19:00
Steven Crowder
3 days agoBradley Martyn and Vitaly's Hollywood Pedo Bust Goes Wrong! Guests: Alex Rosen | Vivek Ramaswamy
700K1.11K -
53:40
The Osbournes
6 days ago $1.11 earnedWould You Eat a Monkey? Osbourne's Wildest Meals
105K19 -
1:19:01
Steve-O's Wild Ride! Podcast
3 days agoMike The Situation Went To Prison & Owes Millions, But Remains Grateful - Wild Ride #213
107K14 -
9:45
RealReaper
2 days ago $7.17 earnedVelma is The Worst Show of 2024: Part 1
103K111