Macro trends blogger and economist David Woo, CEO of David Woo Unbound, joins Julia La Roche on episode 228 in a two-part interview. On Monday, he rejoined to provide analysis on China's DeepSeek AI breakthrough and the massive macro implications. On Friday, he provided a deep dive into Trump's second term strategy and the global chess moves, from US-China negotiations to the crucial role of Mexico in border security.

In Part 1, Woo discusses how DeepSeek's AI model from China has impacted markets, with the NASDAQ down 3% and Nvidia dropping over 16%. He examines how this development challenges US tech monopolies' dominance and what this means for US economic exceptionalism and tech sector valuations.

In Part 2, Woo analyzes the challenges facing Trump's second term, particularly regarding fiscal policy and the extension of the 2017 tax cuts. He highlights the critical role of the Freedom Caucus, which holds significant power with Republicans' one-seat majority in the House. The discussion covers several key areas:

Links:

Youtube: https://www.youtube.com/@DavidWooUnbound

Website: https://www.davidwoounbound.com/

Twitter/X: https://twitter.com/Davidwoounbound

Part 1: DeepSeek Discussion

0:00 Intro with David Woo

Part 2

12:30 Introduction