IRF Lunch: The Most Mispriced Market with David Woo
David Woo Unbound
Cazenove Room, 11/12 Tokenhouse Yard, EC2R 7AS, London
Wed 18 Jun 2025 - 12:30 BST
Topics
Macro is in the driver’s seat
David will discuss why he is more optimistic than the market about the U.S. fiscal outlook
Why he thinks the market is wrong is believing that tariffs will have a bigger impact on inflation than on growth
He will also shares his view on how Trump might about burying the TACO
David’s macro absolute return portfolio, which was up 12% in 2024, is up 7% ytd
Highest conviction trades
