On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome David Woo CEO of David Woo Unbound to the show.
Recording ahead of Jackson Hole, David shares his outlook on a US recession, Fed policy vs economic growth, whether or not the Fed will be able to slay the inflation dragon and the importance of understanding politics as well as economics in this market regime. Finally, David shares his actionable trade idea, but to hear that, you'll have to tune in!
--
“This episode is sponsored by Saxo Bank. Saxo Bank offers unparalleled market coverage across fiat, crypto and metals. Moreover, you can trade Gold your way, using either Futures, Options, Forwards or ETCs and gain access to a wide range of government and corporate bonds. Discover more opportunities at
https://goto.saxo/macrofx
--
DAS
Digital Asset Summit is crypto's most institutional conference. DAS is the only conference that truly combines the worlds of macro finance and crypto, with speakers like Danielle DiMartino Booth, Mike Green, Jurrien Timmer, Brent Johnson. Visit
digitalassetsummit.io and sign up
--
Follow David:
https://twitter.com/davidwoounbound
Follow Andreas:
https://twitter.com/AndreasSteno
Follow Alfonso:
https://twitter.com/MacroAlf
Follow Blockworks:
https://twitter.com/Blockworks_
Subscribe To The Macro Compass:
https://themacrocompass.substack.com/
Subscribe To Stenos Signals:
https://andreassteno.substack.com/
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter:
https://blockworks.co/newsletter/
--
Referenced In The Show:
Bridgewater Doubles Short Wagers in Europe to $10.5 Billion
https://www.bloomberg.com/news/articles/2022-06-23/bridgewater-doubles-bet-against-european-stocks-to-10-5-billion
Biden Unveils Plan to Free Students from ‘Unsustainable Debt
https://www.bloomberg.com/news/articles/2022-08-24/biden-set-to-freeze-student-loan-repayments-for-four-more-months
Kansas City Fed's George on rate hikes: 'We have more work to do'
city-feds-george-rate-133641402.html">https://uk.news.yahoo.com/kansas-
city-feds-george-rate-133641402.html
--
Timestamps:
(00:00) Intro
(00:34) Is Europe's Energy Crisis As Bad As Reported?
(01:00) Top Stories Of The Week
(07:43) Biden Unveils Plan to Cancel Student Debt
(12:35) Feature Interview With David Woo
(17:20) Fed Policy vs Economic Growth
(21:55) The Path Ahead For Midterms
(26:55) Can The Fed Slay The Inflation Dragon?
(29:42) Quantitative Tightening
(35:05) David's Actionable Trade Idea
(44:26) Post Interview: Final Thoughts
--
Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.