

#1357 Marko Papic | Bitcoin Saves Central Banks During Global Crisis?!
May 7, 2024
Macro strategist Marko Papic discusses applying geopolitical alpha to investment processes, China's EV pivot for national security, market reactions to Russia-Ukraine conflict, regime changes impacting asset prices, Bitcoin as digital gold and safe-haven asset, and global portfolio allocation for balanced investments.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Exploring Geopolitical Alpha for Investment Decisions
01:45 • 5min
Unwarranted Market Reactions to Russia-Ukraine War
06:16 • 29min
Strategic National Security Decision and Chinese Foreign Investment
35:39 • 3min
Analyzing Regime Changes and Asset Prices
38:53 • 4min
Bitcoin as Digital Gold and Safe-Haven Asset
42:32 • 15min
Strategic Portfolio Allocation in the Global Economic Landscape
57:45 • 3min