Wealthion - Be Financially Resilient

David Woo: Trade War Will Be Back In July — Stocks Are Tariff-Doomed!


Listen Later

Economist-strategist David Woo says investors are mis-pricing everything: Trump’s soon-to-be revived tariff war, China’s rare-earth dominance, and an AI bubble that’s ripe to burst. Betting on U.S. equities while ignoring these risks, he argues, is the fastest way to get burned.


In this explosive interview with Maggie Lake, Woo explains why:

  • Higher tariffs will crush corporate margins and crush stocks, not simply raise inflation.
  • Trump’s aggressive new tariffs are his only weapon against America’s twin deficits.
  • Retail traders are driving a bubble built on false assumptions.
  • Bonds are undervalued and offer better risk-reward than equities.
  • The AI boom is overhyped, with China catching up fast, and Tesla & Nvidia in the crosshairs.
  • Crypto donations, not policy, are behind Washington’s sudden Bitcoin embrace, risking the dollar and Treasuries.

  • Tariff Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/44zABoh


    Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH


    Chapters:

    0:24 - Iran Strike Fallout: Can Markets Handle the Heat?

    1:55 - David Woo’s Crystal Ball: How He Called the Attack

    5:20 - Did Trump Torch the “Taco”?

    13:15 - Tariff Whiplash: Will American Wallets Feel the Pain?

    21:06 - Risk-Off Alarm: Should You Dump Equities Now?

    30:05 - “Go Crazy” Tariffs: Trump’s Wild Card or Real Threat?

    38:59 - Triple Crash Setup: Stocks, Bonds, and the Dollar

    47:24 - Crypto War Chest: When Donations Become Power

    50:10 - Wealthion’s Golden Nugget: AI Bubble - The Monster Lurking in Silicon Valley


    Connect with us online:

    Website: https://www.wealthion.com

    X: https://www.x.com/wealthion

    Instagram: https://www.instagram.com/wealthionofficial/

    LinkedIn: https://www.linkedin.com/company/wealthion/


    #Wealthion #Wealth #Finance #Investing #DavidWoo #TradeWar #Tariffs #StockMarketCrash #Bonds #AIbubble #RareEarths #Macro #Geopolitics #TrumpEconomy

    ________________________________________________________________________

    IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.


    While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.


    We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.


    The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ...more
    View all episodesView all episodes
    Download on the App Store

    Wealthion - Be Financially ResilientBy Wealthion

    • 4.4
    • 4.4
    • 4.4
    • 4.4
    • 4.4

    4.4

    346 ratings


    More shows like Wealthion - Be Financially Resilient

    View all
    The Peter Schiff Show Podcast by Peter Schiff

    The Peter Schiff Show Podcast

    5,675 Listeners

    Sprott Money News by Sprott Money

    Sprott Money News

    144 Listeners

    Macro Voices by Hedge Fund Manager Erik Townsend

    Macro Voices

    3,063 Listeners

    Palisades Gold Radio by Collin Kettell

    Palisades Gold Radio

    252 Listeners

    The Market Huddle by Patrick Ceresna & Kevin Muir

    The Market Huddle

    363 Listeners

    Rebel Capitalist News by George Gammon

    Rebel Capitalist News

    1,033 Listeners

    Eurodollar University by Jeff Snider

    Eurodollar University

    460 Listeners

    The Grant Williams Podcast by Grant Williams

    The Grant Williams Podcast

    1,352 Listeners

    Supply Shock by Blockworks

    Supply Shock

    115 Listeners

    The Jay Martin Show by Jay Martin

    The Jay Martin Show

    73 Listeners

    Forward Guidance by Blockworks

    Forward Guidance

    277 Listeners

    The Julia La Roche Show by Julia La Roche

    The Julia La Roche Show

    55 Listeners

    Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

    Thoughtful Money with Adam Taggart

    379 Listeners

    The David Lin Report by The David Lin Report

    The David Lin Report

    34 Listeners

    Monetary Matters with Jack Farley by Jack Farley

    Monetary Matters with Jack Farley

    91 Listeners