Marko Papic

Join James Aitken, founder of Aitken Advisors, Louis-Vincent Gave, co-founder of Gavekal Research, and Marko Papic, chief strategist at BCA Research, as they dive into the complexities of geopolitical uncertainty impacting global investments. They discuss the changing dynamics of the bond market and the decline of U.S. exceptionalism amidst rising international markets. Insights on adjusting investment strategies in response to currency fluctuations and the risks tied to structured products reveal the need for a nuanced approach in a rapidly evolving landscape.

Marko Papic, Chief Strategist at BCA Research, shares his insights on the geopolitical and economic implications of Trump’s tariff strategies. He argues these tariffs may be more of a negotiation tactic than an outright trade war. Papic highlights the risks of a multipolar world and warns investors about a potential recession with high bond yields. He boldly predicts a 30% decline in the U.S. dollar, urging investors to reassess their strategies in light of shifting global dynamics.

Marko Papic, chief strategist at BCA Research and author of "Geopolitical Alpha," shares his insights on the implications of major global conflicts and their effects on investment strategies. He discusses the escalating tensions between Israel and Iran and the potential consequences for oil prices. Papic emphasizes the importance of incorporating geopolitical dynamics into investment decisions and calls for a shift from traditional economic indicators. He also explores the evolving U.S.-China relationship and its implications for energy security and global stability.