David Woo, economist and CEO of David Woo Unbound, discusses the seismic shift in global politics following the capture of Maduro, predicting the end of the rule-based international order. He argues this makes gold a safe bet as trust in the dollar wanes. Woo shares bold predictions for 2026, including a short on oil and a potential $2,000 tariff rebate stimulus. He also warns about the AI bubble's risk, citing Microsoft's January earnings as pivotal. It's a mix of macro analysis, bold market calls, and geopolitical insight.
