Ep. 78: David Woo On Persistence Of COVID, Stagflation, and Political Taboos
- By Bilal Hafeez
- 1 min read
David is the author of the blog, David Woo Unbound. Before that, he was Head of Global Rates, FX and EM Fixed Income Strategy & Economics Research at BofA Merrill Lynch Global Research. In that role, he was responsible for the bank’s views and forecasts for developed and emerging sovereign bond yields and exchange rates. He was earlier at Barclays Capital, Citigroup and the IMF. David has a Ph.D. in economics from Columbia University. In this podcast we discuss:
- Why news media has become more politicised
- The impact of globalization on inequality
- What explains countries with high COVID cases
- Why Trump was right on vaccine vs COVID elimination
- COVID to remain a factor in coming years
- Return to stagflation
- Mnuchin under-rated as Treasury Secretary, Yellen over-rated
- Supply-side policies/inequality under Trump
- The fundamental shifts in US-China relations
- China tech policy is what Biden wishes he could do
- Book that influenced David: Predictioneer (de Mesquita)
If you would like follow David’s work, click here.
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(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)