Marko Papic
Macro geopolitical chief strategist at BCA Research. Specializes in analyzing the intersection of geopolitics and macroeconomics to forecast market trends.
Best podcasts with Marko Papic
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318 snips
Apr 14, 2025 • 1h 2min
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
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.
30 snips
Apr 9, 2025 • 1h 1min
Marko Papic: Markets Misread Trump - Here’s the Real Risk
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.
