Uploaded August 2026 | Updated September 2026, 2 weeks ago
Could the AI-driven stock market boom be nearing its end? Economist David Woo argues that rising long-term Treasury yields, mounting fiscal deficits, and intensifying competition from China are putting pressure on the AI trade, potentially setting the stage for a major market repricing. He explains why he believes gold has found strong support around the $4,000 level, what could trigger the next major rally, and why he's waiting for further weakness in technology stocks before becoming aggressively bullish. Woo also discusses why tariffs and higher oil prices have not produced the inflation many expected, how companies have instead absorbed costs through weaker hiring, and why he believes investors are focusing on the wrong economic risks. Finally, he shares his outlook on the bond market, Federal Reserve policy, and the geopolitical developments he believes markets are still underestimating.
WEEKLY SPECIALS (while supplies last!)
1 oz Gold Philharmonics: $65 over spot
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1 oz Silver Engelhard: $2.85 over spot/oz
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INTERVIEW TIMELINE:
0:00 Intro
0:57 Oil price & inflation
10:00 AI bubble & gold
23:00 US bond crisis
27:50 Last thoughts
28:45 War risks
29:09 Weekly specials
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Liberty and Finance LLC receives financial compensation from its sponsors. The compensation is used is to fund both sponsor-specific activities and general report activities, website, and general and administrative costs. Sponsor-specific activities may include aggregating content and publishing that content on the Liberty and Finance website, creating and maintaining company landing pages, interviewing key management, posting a banner/billboard, and/or issuing press releases. The fees also cover the costs for Liberty and Finance to publish sector-specific information on our site, and also to create content by interviewing experts in the sector. Liberty and Finance LLC does accept stock for payment of sponsorship fees. Sponsor pages may be considered advertising for the purposes of 18 U.S.C. 1734.
The Information presented in Liberty and Finance is provided for educational and informational purposes only, without any express or implied warranty of any kind, including warranties of accuracy, completeness, or fitness for any particular purpose. The Information contained in or provided from or through this forum is not intended to be and does not constitute financial advice, investment advice, trading advice or any other advice. The Information on this forum and provided from or through this forum is general in nature and is not specific to you the User or anyone else. YOU SHOULD NOT MAKE ANY DECISION, FINANCIAL, INVESTMENTS, TRADING OR OTHERWISE, BASED ON ANY OF THE INFORMATION PRESENTED ON THIS FORUM WITHOUT UNDERTAKING INDEPENDENT DUE DILIGENCE AND CONSULTATION WITH A PROFESSIONAL BROKER OR COMPETENT FINANCIAL ADVISOR. You understand that you are using any and all Information available on or through this forum AT YOUR OWN RISK.
Could the AI-driven stock market boom be nearing its end? Economist David Woo argues that rising long-term Treasury yields, mounting fiscal deficits, and intensifying competition from China are putting pressure on the AI trade, potentially setting the stage for a major market repricing. He explains why he believes gold has found strong support around the $4,000 level, what could trigger the next major rally, and why he's waiting for further weakness in technology stocks before becoming aggressively bullish. Woo also discusses why tariffs and higher oil prices have not produced the inflation many expected, how companies have instead absorbed costs through weaker hiring, and why he believes investors are focusing on the wrong economic risks. Finally, he shares his outlook on the bond market, Federal Reserve policy, and the geopolitical developments he believes markets are still underestimating.
WEEKLY SPECIALS (while supplies last!)
1 oz Gold Philharmonics: $65 over spot
1 oz Silver Philharmonics: $2.99 over spot
1 oz Silver Engelhard: $2.85 over spot/oz
CALL US: 1-888-81-LIBERTY (1-888-815-4237)
or email your name and phone number to LibertyAndFinance@Protonmail.com
INTERVIEW TIMELINE:
0:00 Intro
0:57 Oil price & inflation
10:00 AI bubble & gold
23:00 US bond crisis
27:50 Last thoughts
28:45 War risks
29:09 Weekly specials
_____________________________
Subscribe for our FREE newsletter - #1 place for gold & silver news & commentary: libertyandfinance.com
_____________________________
CANADIANS CAN NOW BUY SILVER & GOLD ONLINE IN $CAD and support this channel! Go to https://mfbullion.ca, and during checkout under the dropdown selection “How did you hear of us (optional),” select: “LibertyAndFinance - Dunagun Kaiser” !
Social Media links
YouTube: youtube.com/LibertyAndFinance
Soundcloud: soundcloud.com/LibertyAndFinance
Rumble: rumble.com/c/LibertyandFinance
Brighteon: brighteon.com/channels/dunagun
Facebook: facebook.com/LibertyAndFinance
X: https://x.com/DunagunKaiser
Gettr: gettr.com/user/libertyandfinance
Gab: gab.com/LibertyAndFinance
Amazon podcasts: amzn.to/3SLyANx
iHeart Radio: iheart.com/podcast/102551300
Patreon: Patreon.com/LibertyAndFinance
Donate to Support Our Mission!
Patreon.com/LibertyAndFinance
or
paypal.me/ReluctantPreppers
_____________________________
Liberty and Finance LLC receives financial compensation from its sponsors. The compensation is used is to fund both sponsor-specific activities and general report activities, website, and general and administrative costs. Sponsor-specific activities may include aggregating content and publishing that content on the Liberty and Finance website, creating and maintaining company landing pages, interviewing key management, posting a banner/billboard, and/or issuing press releases. The fees also cover the costs for Liberty and Finance to publish sector-specific information on our site, and also to create content by interviewing experts in the sector. Liberty and Finance LLC does accept stock for payment of sponsorship fees. Sponsor pages may be considered advertising for the purposes of 18 U.S.C. 1734.
The Information presented in Liberty and Finance is provided for educational and informational purposes only, without any express or implied warranty of any kind, including warranties of accuracy, completeness, or fitness for any particular purpose. The Information contained in or provided from or through this forum is not intended to be and does not constitute financial advice, investment advice, trading advice or any other advice. The Information on this forum and provided from or through this forum is general in nature and is not specific to you the User or anyone else. YOU SHOULD NOT MAKE ANY DECISION, FINANCIAL, INVESTMENTS, TRADING OR OTHERWISE, BASED ON ANY OF THE INFORMATION PRESENTED ON THIS FORUM WITHOUT UNDERTAKING INDEPENDENT DUE DILIGENCE AND CONSULTATION WITH A PROFESSIONAL BROKER OR COMPETENT FINANCIAL ADVISOR. You understand that you are using any and all Information available on or through this forum AT YOUR OWN RISK.
