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Timestamps:

(00:00) Introduction

(00:18) Geopolitical Risks Are Often Mispriced

(09:20) Papic's Outlook on Russia-Ukraine War

(13:30) Blank Checks For Ukraine Are Getting Very Politically Expensive For Western Politicians

(23:11) Military Alliances Can Be Dangerous

(25:41) Papic on Israel-Hamas War: "Palestinian Issues Have Never Had A Market Impact"

(27:31) Papic Believes That Conflict "Will Be Contained To Israel"

(34:29) Gold's Recent Rally As Central Banks Diversify Away From U.S. Dollar

(37:16) The Market Has Become Aware That World Is Increasingly Multipolar

(42:39) Analogy To World War 1 and World War 2

(48:00) What Makes A Great Power?

(52:19) What Are China's Global Ambitions As A Great Power?

(59:35) China & Taiwan

(01:06:58) U.S.-China Economic Relations (Flow of Trade and Capital)

(01:11:05) There Will Be A Huge Buying Opportunity In China Over Next 12-18 Months

(01:13:27) U.S. Presidential Election

(01:16:47) I Think There's No Way In Hell The Fed Raises Rates Over The Next Twelve Months

(01:19:43) American Elites Are Not Very Smart

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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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