Marko Papic

Geopolitics expert Marko Papic discusses the global power dynamics between the West, Russia, and China. He explores the transition to a multipolar world order, implications of the US election, and the growing tensions between Russia and China. Marko also talks about investing in European industrials, the potential for China to invade Taiwan, and the complexities of geopolitical alliances and rivalries.

Marko Papic, a leading macroeconomics and markets strategist at Clocktower Group, dives into the complex interplay of finance and geopolitics. He discusses the Ukraine-Russia conflict and its broader implications, including the evolving landscape of modern warfare. Marko also explores inflation management amid the rise of a multipolar world, the Federal Reserve's impact on capital markets, and the challenges of the green energy transition. His insights shed light on how global powers navigate this intricate geopolitical maze.

Marko Papic, Chief Strategist at Clocktower Group, discusses the investment implications of geopolitical developments and conflicts. Topics include Israel's military advantage, US-China supply chain dynamics, challenges of supply chain issues, and the increasing trend of uranium.

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.

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.

Marko Papic, Chief Strategist at Clocktower Group, dives into the geopolitical upheavals shaping global markets. He discusses the fallout from Russian actions in Ukraine and how it's triggering a reassessment of risk among investors. Papic emphasizes the need to adapt investment strategies in a multipolar world, focusing on the rise of commodities amid increasing geopolitical instability. He also sheds light on China's challenges and the evolving dynamics of US and European alliances in response to the crisis.

Geopolitical analyst Marko Papic discusses the Russia-Ukraine war, highlighting its limited market impact. He also believes the Israel-Hamas conflict will be contained. The podcast explores gold's recent rally and the shift away from the US dollar. Papic delves into China's global ambitions and predicts a buying opportunity in China. The upcoming US presidential election and its potential consequences are also discussed.

Geopolitical expert Marko Papic discusses U.S. Presidential race risks, market implications, and social stability concerns. Highlights include political volatility impact on inflation, unique GeoMacro investment strategy, and exploration of an American Idol-themed convention for the Democratic Party. Market analysis focuses on crude oil inventory data, Uranium market behavior, and US Treasury yield shifts.

Marko Papic, Chief Strategist at Clocktower Group and author of Geopolitical Alpha, shares his unique take on the interplay between geopolitics and investment strategies. He critiques traditional political analysis and discusses how events like the upcoming U.S. Presidential election could affect markets. Marko highlights the evolving landscape of tech stocks amid U.S.-China relations and reveals new growth prospects in emerging markets like India and Africa, emphasizing the need for investment flexibility in an unpredictable world.

Marko Papic, Chief Strategist at Clocktower Group and author of "Geopolitical Alpha," provides a fresh, data-driven approach to investing by analyzing geopolitical events. He shares insights on the impacts of the upcoming U.S. Presidential election on markets, emphasizing the importance of recognizing political constraints over preferences. Marko also discusses the rise of ESG investing, the political landscape of private equity, and the potential of emerging markets amidst global shifts. His passion for basketball intertwines with career lessons on finding one’s unique niche.