Are Trump’s dramatic tariffs simply a negotiation tactic rather than an intentional trade war? Marko Papic, Chief Strategist at BCA Research, joins Maggie Lake for a critical conversation explaining why markets have misunderstood Trump’s tariff policy from the beginning and what deeper macroeconomic risks investors should actually be focused on.
Key Topics:
- How Trump has used extreme tariff threats as leverage, and why markets repeatedly fall for it
- What the rise of a multipolar world means for global markets and U.S. economic power
- The hidden but urgent risk investors are overlooking: a recession where bond yields stay high, undermining traditional market safety nets
- Why U.S. market outperformance is coming to an end as fiscal stimulus runs dry, exposing vulnerabilities investors aren’t ready for
- Marko’s bold call: why the U.S. dollar is at risk of a 30% decline, and how investors should reposition globally
If today’s chaotic headlines have you concerned about markets, geopolitics, or the next big risk for your investments, this conversation is essential viewing.
Chapters:
0:48 - Trump’s Tariff Bombshell: Bluff or Battle Plan?
9:14 - Who Really Has the Upper Hand in a Trade War?
18:24 - Inside Trump’s Mind: What’s the Endgame on Tariffs?
24:32 - The True Meaning of a Multipolar World
30:11 - Investors Beware: Navigating a New Multipolar World
34:28 - Economic Shock Therapy: Trump’s Dangerous Gamble
35:56 - Can the U.S. Treasury Market Survive Trump’s Policies?
40:16 - Fiscal Time Bomb: When Will Markets Revolt?
49:16 - Hunting for Value: Is It Time to Bet on Emerging Markets?
52:24 - Danger Ahead: The Biggest Risk No One Sees Coming
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Subscribe to Marko and Jacob Shapiro’s podcast, Geopolitical Cousins, here: https://podcasts.apple.com/za/podcast/geopolitical-cousins/id1802258017
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