The Julia La Roche Show #186 David Woo, Economist Who Nailed 2016 And 2020 Election Outcomes, Explains Why The Market Has The Trump Trades Wrong
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Jul 23, 2024 Economist David Woo discusses why the market may have the 'Trump trades' wrong, the risks of a second Trump presidency, challenges in financing tax cuts, potential for a global trade war, US budget deficit, immigration policies, defensive trades amidst political uncertainties, US corporate profit margins, and promoting fact-based debates over opinions.
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Trump Trade Misconception
- Current market sentiment wrongly assumes a Trump win will mirror 2017, expecting tax cuts and deregulation to boost growth.
- This analysis overlooks key differences in the current economic and political landscape compared to 2017.
Assassination Attempt
- The attempted assassination of Donald Trump raises questions about the possibility of further attempts.
- The shooter's skill and the circumstances surrounding the event raise suspicions beyond a lone wolf attack.
J.D. Vance as Deterrent
- Trump's choice of J.D. Vance as running mate might signal a message of deterrence.
- Vance, ideologically similar to Trump, suggests a continuation of Trump's policies even if he were to be incapacitated.