Troops on the Ground in Iran as Escalation Inevitable? with David Woo

About this episode

The episode features an interview with David Woo discussing the escalating conflict in the Middle East and its implications for the global economy and markets.

Interview recorded - 27th of March, 2026On this episode of the WTFinance podcast I have the pleasure of welcoming back David Woo. David is a top global macro strategist who challenges consensus, such as calling Trump’s 2016 election, the post-Covid rebound, and major macro inflection points before they happened. He is also the founder of David Woo Unbound and co-author of the upcoming book “Merry-Go-Round Broke Down” a geopolitical novel.During our conversation we spoke about the current conflict in the middle east, the first proxy war between the US & China, whether we could see boots on the ground, what this means for the economy and markets around the globe and more. I hope you enjoy!0:00 - Introduction1:44 - Current situation in the Middle East?3:14- Escalation to the gulf8:09 - Russia/Ukraine proxy war?10:57 - China’s options12:54 - Trying to TACO14:39 - Energy & Desalination bombing?18:36 - Political capital?21:20 - America first to global agenda22:42 - How would China react?23:40 - China losing energy security25:25 - Impact on US economy and markets?30:07 - US Hegemony to continue32:04 - One message to takeaway?David Woo is the Founder/CEO of David Woo Unbound, a…

People in this episode

Host: Anthony Fatseas

Guest: David Woo

Topics covered

• Middle East conflict
• US-China relations
• global economy
• macro strategy
• energy security
• political capital

Keywords

• Iran
• US
• China
• macro strategy
• energy security
• political capital
• global economy
• proxy war

Mentioned in this episode

Organizations: David Woo Unbound, Bank of America

Places: Iran, US, China

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