Podcast | Macro Hive Conversations With Bilal Hafeez

David Woo On Persistence Of COVID, Stagflation, and Political Taboos

Macro Hive
Finance, Economics, FX, G7, Investment Strategies, Macro

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:

  1. Why news media has become more politicised
  2. The impact of globalization on inequality
  3. What explains countries with high COVID cases
  4. Why Trump was right on vaccine vs COVID elimination
  5. COVID to remain a factor in coming years
  6. Return to stagflation
  7. Mnuchin under-rated as Treasury Secretary, Yellen over-rated
  8. Supply-side policies/inequality under Trump
  9. The fundamental shifts in US-China relations
  10. China tech policy is what Biden wishes he could do
  11. Book that influenced David: Predictioneer (de Mesquita)

Recommend a podcast...

More by

Podcast

December 3, 2021

Macro Hive

Fabio is a Deputy Director of the Monetary and Capital Markets Department at the IMF. He is responsible for the Global Financial Stability Report that gives the IMF’s assessment…

Podcast

December 1, 2021

Macro Hive

Omicron, the name of the new Covid-19 variant that has recently emerged, caused panic across the world and a selloff in risk on Friday. Following an influx of questions…

Podcast

November 26, 2021

Macro Hive

Nancy Davis is the founder and managing partner of Quadratic Capital Management. She is the portfolio manager for The Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL). She…

Podcast

November 19, 2021

Macro Hive

Edward Glaeser is Professor of Economics at Harvard University. He is perhaps the world’s leading expert on cities. He recently authored, along with David Cutler, Survival of the City…

Podcast

November 5, 2021

Macro Hive

Alex Gurevich is the Founder and CIO of HonTe Advisors, LLC. Alex has been involved in trading for over 20 years; holding various roles on Wall Street that included…