Intro

Economist-strategist David Woo says investors are mis-pricing everything: Trump’s soon-to-be revived tariff war, China’s rare-earth dominance, and an AI bubble that’s ripe to burst. Betting on U.S. equities while ignoring these risks, he argues, is the fastest way to get burned.

In this explosive interview with Maggie Lake, Woo explains why:

• Higher tariffs will crush corporate margins and crush stocks, not simply raise inflation.
• Trump’s aggressive new tariffs are his only weapon against America’s twin deficits.
• Retail traders are driving a bubble built on false assumptions.
• Bonds are undervalued and offer better risk-reward than equities.
• The AI boom is overhyped, with China catching up fast, and Tesla & Nvidia in the crosshairs.
• Crypto donations, not policy, are behind Washington’s sudden Bitcoin embrace, risking the dollar and Treasuries.

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Chapters:

0:24 - Iran Strike Fallout: Can Markets Handle the Heat?

1:55 - David Woo’s Crystal Ball: How He Called the Attack

5:20 - Did Trump Torch the “Taco”?

13:15 - Tariff Whiplash: Will American Wallets Feel the Pain?

21:06 - Risk-Off Alarm: Should You Dump Equities Now?

30:05 - “Go Crazy” Tariffs: Trump’s Wild Card or Real Threat?

38:59 - Triple Crash Setup: Stocks, Bonds, and the Dollar

47:24 - Crypto War Chest: When Donations Become Power

50:10 - Wealthion’s Golden Nugget: AI Bubble - The Monster Lurking in Silicon Valley

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#Wealthion #Wealth #Finance #Investing #DavidWoo #TradeWar #Tariffs #StockMarketCrash #Bonds #AIbubble #RareEarths #Macro #Geopolitics #TrumpEconomy

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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

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