David Woo has always been one of the most outspoken voices on the street. A former top strategist at Bank of America, he is now publishing independently at his new site David Woo Unbound. On this episode, he argues that the mainstream economists are getting it wrong, and that inflation will remain uncomfortably higher than what the Fed wants to see. We also discuss the economy more broadly, the virus, and the U.S. relationship with China.