Chris Wood
The Navigator
Judgement in the fog, money, risk and the call others cannot make.
Chris Wood exemplifies The Navigator archetype throughout this interview, charting deliberate course corrections across asset classes with the confidence of someone who has read macro cycles for decades. He moves methodically through US equity overvaluation, dollar fragility, and emerging market opportunity, consistently anchoring bold calls in long-term structural logic rather than short-term noise.
“The thing that most singled out the potential that this was the all-time peak late last year was suddenly in the fourth quarter we got this universal use of the phrase American exceptionalism, which I didn't really hear until late last year.”
US equity peak diagnosisundated
“US has no leverage over China in my view, literally zero leverage. Therefore Donald Trump has overplayed his hand, if this is a poker game, because he hasn't got the ace off his sleeve.”
US-China tariff standoffundated
“There's no credit spreads and there's no bank examiners. But this market, I believe, is right. Private credit is probably bigger than the high yield market now.”
Private credit systemic riskundated
Money Maze Podcast: “The End of US Equity Dominance? With Chris Wood, Global Strategist and Author of 'Greed and Fear'”
LISTEN AT THE SOURCE ↗THE RECORD IS CHECKABLE