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Money Game with David Woo: Get ready for the end of QE


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Todd Song
Dec 19, 2021

Hi David, I'm a reader from Beijing, China, I like your insights and analysis. But I can't open your podcast because the internet block in China. I'm appreciated that if you can send me the audio or video of "Money Game with David Woo" by email ?

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Todd Song
Dec 20, 2021
Replying to

Hi David, Thanks for your attention. Neither Ticktock or Instagram can work in China. Would you like open an account in Bilibili ? One of largest video platform in China.

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Captain Barnacles
Captain Barnacles
Dec 13, 2021

Went to a party last week and an excited and intelligent young guy was showing me his NFT wallet and telling me about how easy it is to make money (well Ethereum at least). Just buy lots of them on issue, and keep the ones with anything to do with flying to the moon or into outer space, and sell the others on any pump or hype! Should I link to my tipjar here? ;-)

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David
Dec 13, 2021
Replying to

😂😂😂

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James Wang
Dec 13, 2021

Dear David,


So can we say Tech names and home builders equities will get hurt more in 2022 compared to other sectors because those 2 should be biggest beneficiaries under negative real yield? In addition, I am confused that will US auto and housing sell well or not in 2022 as we see retail sales is far above the trend line,however, Auto sales is under shortage in 2021 and housing market is also structurally under supply. Can you please share me with some ideas?

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Ning Ding
Ning Ding
Dec 15, 2021
Replying to

🤑

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Viv Ban
Dec 12, 2021

Hi David, Do you think that the equity market is not consistent with the rates market, which is pricing in 2-3 rate hikes next year? Or do you think that we would see more than 3 hikes that will take equity market down. Separately, on a slightly different note, wondering if you know how the chief economists/statisticians are appointed for BLS? Based on the recent comments from Biden and Jen Psaki, it seems BLS would be in tremendous pressure to print a smaller inflation number for December.

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Viv Ban
Dec 14, 2021
Replying to

Thanks John. On the second point, BLS publishes urban CPI (CPI-U). So, I believe the weightage to rural area would be small. Also, parsing data from realtor.com https://www.realtor.com/research/october-2021-rent/

it seems biggest jump is seen in smaller cities (such as Austin, Phoenix, Riverside). On the other hand NY, SF have single digit jump in rents.

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Dan Diaz
Dec 12, 2021

Great content. Thank you for your insight. just one complaint, please buy a new mic!

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David
Dec 12, 2021
Replying to

Dan, I just got new mics but still have to figure out how to use it :-)

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