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21min chapter
Marko Papic: Russia-Ukraine War Is Effectively Over, Israel-Hamas War Unlikely To Have Large Market Impact
Forward Guidance
Geopolitical Conflicts and Market Impact
The chapter discusses the minimal impact of geopolitical conflicts on big macro assets, highlighting historical trends. It explores the geopolitical factors influencing predictions on the oil market and the war in Ukraine, emphasizing the limited market impact of the conflict and the importance of macro context.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode