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, delves into the current market dynamics, revealing his bullish outlook amidst a depreciating dollar. He discusses the fascinating relationship between Bitcoin and traditional assets like gold, emphasizing Bitcoin's potential as a stable investment. Papic also highlights the significance of fiscal policies, tariffs, and geopolitical issues, urging investors to focus on market realities. With rising Bitcoin adoption and the emergence of stablecoins, he sheds light on their implications for the future financial 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, highlights that the era of U.S. economic dominance is fading, urging listeners to reduce U.S. exposure. He critiques post-pandemic spending as unsustainable, predicting a lower dollar and stronger global markets ahead. Discussing tariffs as mere negotiation tactics, he emphasizes gold and crypto for preserving cash. Jonathan Wellum from Rocklinc Partners then shares insights on investing in tangible assets like uranium, stressing the need for a resilient portfolio amid economic volatility.

Marko Papic, Chief Strategist at BCA Research and author of "Geopolitical Alpha," shares his insights on the evolving geopolitical landscape. He discusses the shift from U.S. exceptionalism to a multipolar world, examining the complexities of global power dynamics. Marko highlights significant geopolitical flashpoints, particularly in the Middle East and Taiwan, and their implications for investment strategies. He emphasizes the importance of understanding historical contexts and adopting a long-term view in asset allocation while navigating market volatility.