The Real War Is Ahead_ Markets Are WRONG _ David Woo

"Markets are pricing a ceasefire. David Woo says they're about to get blindsided—by a war that could break the Strait of Hormuz and shatter the global economy."In this urgent episode, David Woo—former Bank of America head of macro strategy and founder of David Woo Unbound—returns to Wealthion with a warning [citation:1]. The current pause in Iran isn't a resolution. It's a tactical reset before a larger escalation he believes could drive Brent crude to $120 [citation:1][citation:5].Woo argues the market is treating this as a "temporary inflation shock." He calls it the wrong read. The real stakes are the Strait of Hormuz (20% of global oil flows) and the end of the dollar's reserve dominance. If the US attacks Iran's nuclear facilities, oil spikes, the Fed freezes, the S&P falls 7-10%, and gold enters its “most bullish environment in years” [citation:1][citation:9].Beyond oil, Woo identifies a “watershed moment” [citation:4]. Wall Street expects 50% AI capex growth, but the connection between hyperscaler spending and stock prices has broken. He's short the Nasdaq 100, warning the AI trade is stalling as earnings momentum fades—leaving the market exposed when the music stops [citation:4][citation:6].And beneath it all: the rules-based international order is dead [citation:7]. He predicts oil to $40. Gold to new highs. Defense stocks up. And emerging markets shorted as small nations scramble for safety. Press play—because the real war isn't where you think.