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Marko Papic on What Markets Got Wrong About Russia's Invasion of Ukraine

Sep 29, 2022

Marko Papic, a geopolitical expert and chief strategist at Clocktower Group, unpacks the market miscalculations following Russia's invasion of Ukraine. He explains why expectations for commodity price surges didn’t materialize as anticipated. Papic also discusses the stasis in the conflict and the implications of Western sanctions on Russia's oil market. Additionally, he reflects on China's ongoing COVID-zero strategy and its impact on the economy, providing listeners with a nuanced view of these complex geopolitical dynamics.

51:45

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Episode guests

Marko Papic

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Episode notes

Intro

2min

Geopolitical Shifts and Market Responses

10min

The Illusion of Impact: Analyzing Western Sanctions and the Realities of the Russian Oil Market

5min

Navigating Energy Futures Amidst Conflict

15min

Geopolitical Dynamics of the Russia-Ukraine Conflict

7min

Geopolitical Complexity and Ukraine's Aspirations

17min

Reflecting on Geopolitical Insights

2min

When Russia invaded Ukraine, there was a widespread expectation of a surge in prices for numerous commodities. That happened initially, but by and large things have not played out the way many investors would have anticipated. So what did markets get wrong? And what are they getting wrong now? On this episode of the podcast, we speak with Marko Papic, a geopolitical expert and the chief strategist at Clocktower Group. He offers his view that the war is entering a stage of stasis and stability that will persist for some time to come. He also spoke about why China continues to pursue a Covid Zero strategy, despite the seemingly high cost to the economy.

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