EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      

Trading US election uncertainties: have we seen the worst?

David Woo Unbound

Wed 24 Jul 2024 - 15:00 BST / 10:00 EDT

Summary

David Woo discussed his investment strategy, which integrates economics, politics, and geopolitics. His current trades include: Long September VIX futures, anticipating heightened pre-election uncertainty; Short Euro/Yen, predicting yen strength due to potential Bank of Japan policy changes and geopolitical factors favoring Japan; Long gold, driven by global fiscal instability and geopolitical risks, especially regarding potential conflict between Israel and Iran; Short Dollar/Mexican Peso and long Dollar/Singapore Dollar, reflecting his views on U.S.-China relations and Trump’s potential policies towards Mexico. Woo is critical of analysts lacking accountability and promotes his transparent approach. His portfolio outperformed benchmarks, and he offers a trial of his services to interested clients

Topics

Is the market jumping the gun in piling into Trump trades?

Which Democrat has the best chance to beat Trump?

What will China, Russia and Iran do if a Trump victory becomes inevitable?

What will be the biggest market headwind in 2025 regardless who wins?

What are the best election trades?

David will provide a scenario analysis, probabilities, and predictions