< 10 mins
Why the West is losing the Tech War
Are democracy and capitalism still giving the west the edge in innovation? I speak to the former chief scientist of Airbus to find out
329
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3
Thursday, September 28, 2023
Sunday strategy video
30 mins
The Stocks-Bonds Duel
Surging bond yields and falling stocks. Which trend will accelerate and alter the course of the other? Only suckers to repay student debt?
The Stocks-Bonds Duel
Surging bond yields and falling stocks. Which trend will accelerate and alter the course of the other? Only suckers to repay student debt?
The Stocks-Bonds Duel
Surging bond yields and falling stocks. Which trend will accelerate and alter the course of the other? Only suckers to repay student debt?
285
2
2
Sunday, October 1, 2023
The Stocks-Bonds Duel
Surging bond yields and falling stocks. Which trend will accelerate and alter the course of the other? Only suckers to repay student debt?
285
2
2
Oct 1, 2023
The 5th regime
Price action in global markets is reminiscent of 2008. We build a regime model to determine how we should hedge the tail risk of a crisis.
MORE BUYERS OR SELLERS?
Monday fast money
Chinese data suggests Covid testing is being reduced
Asymptomatic cases in China have begun to diverge from symptomatic cases.
ON THE RADAR
Economic Implications of the Coming Drone Delivery Revolution
Drone delivery is taking off. We interview the CEO of the biggest player in this space about how the technology will reshape the economy
SPECIALS
Recent collaborations
AnalysEs & Predictions
David Woo Unbound provides independent and rigorous analysis of the most important global macro trends today, with a focus on the interplay between the new political, economic, and technological forces. More importantly, we make bold and actionable predictions about the new global macro environment.
Investment strategies
We believe good macro research should be actionable and good strategists should not be afraid to put their neck on the line. This is why our investment strategies are an integral part of our offering. We also recognize that different investors have different strategy requirements so we have developed different strategy products to best meet the needs of our diverse client base.
Proprietary surveys
A new re-alignment of global geopolitical forces is unleashing a new Cold War. Meanwhile, many countries are also experiencing increasing internal conflicts that are contributing to their political instability. We have developed 3 proprietary high frequency surveys in partnership with RIWI to ensure we have our fingers on the political pulse of the world
Why the West is losing the Tech War
Are democracy and capitalism still giving the west the edge in innovation? I speak to the former chief scientist of Airbus to find out
329
1
3
Thursday, September 28, 2023
Why the West is losing the Tech War
Are democracy and capitalism still giving the west the edge in innovation? I speak to the former chief scientist of Airbus to find out
329
1
3
Thursday, September 28, 2023
OUR TRACK RECORD
WHY UNBOUND?
Why the West is losing the Tech War
Are democracy and capitalism still giving the west the edge in innovation? I speak to the former chief scientist of Airbus to find out
329
1
3
Thursday, September 28, 2023
Honest Board
Equities fell, but safe havens were of no use. Gold and XLU crushed our absolute return portfolio, while our allocation portfolio was flat.
116
0
1
Sep 29, 2023