EVENTS:   Trump’s China Strategy: Frog in the Pot or TACO special? - Brian McCarthy/Macrolens - 07 Aug 25     ROADSHOWS: Crypto Market Outlook - Markus Thielen /10x Research   •   London   12 - 13 Aug 25      

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