Geopolitically Promiscuous (Guest: Marko Papic)

Marko Papic, a geopolitical strategist at BCA Research, shares his insights on how geopolitics shapes investment strategies. He debunks common misconceptions about financial markets and emphasizes the importance of understanding macroeconomic fundamentals. The conversation delves into the effects of current geopolitical tensions on trade and income distribution, and discusses historical parallels in power dynamics. Marko also analyses recent economic turmoil and the implications for market sentiment, making a case for incorporating geopolitical insights into investment decisions.