Marco Papic

In this engaging conversation, geopolitical strategist Marco Papic, an expert at BCA Research and author of 'Geopolitical Alpha', breaks down the intricate links between geopolitics and the global economy. He discusses the impact of the Trump administration's tariffs and how they reshape international relations. Marko also highlights Europe’s unique position for growth and explores the challenges China faces, particularly regarding Taiwan. His insights offer a compelling framework for understanding the complexities of today’s shifting geopolitical landscape.

Marco Papic, Chief Strategist at BCA Research, delves into the decline of 'American Exceptionalism' and how fiscal hawkishness is essential for the country's future market performance. He challenges the idea of a dual polar world dominated by the U.S. and China, advocating for a multipolar reality instead. Discussions also touch on tariffs' role in domestic economic improvements, the implications of U.S. fiscal policies on asset performance, and the evolving nature of global geopolitics, especially regarding China and the Middle East.

Marco Papic, Chief Geopolitical Strategist at BCA Research, and Louis Gave, Co-founder of Gavekal Research, dive into the crucial role geopolitics plays in investment decisions. They discuss Putin's strategies and the influence of populism in Europe on markets. Gave reflects on his past misjudgments regarding capital liberalization in China. The conversation also touches on the transition to a multipolar world and the rise of automation in the job market, emphasizing the evolving landscape investors must navigate.