David Woo: What Trump Started is Worse Than a Trade War
Date: Podcast: Odd LotsOdd Lots
Mentioned
Market views
Bullish and bearish opinions expressed in this episode, paired with supporting transcript quotes. The quote confirms what was said—not whether the opinion is correct.
Bullish
- XAU— Increasing geopolitical risks are expected to drive up gold prices, making it a potentially bullish trade.
Bearish
- USCHINA— US-China relations are deteriorating beyond a trade war, potentially escalating into a broader conflict, which could negatively impact both economies.
- USECONOMY— The US economy is expected to enter a recession, with significant negative impacts on various sectors including consumer spending and the stock market.
Not investment advice.