DiscoverGet SharpeMarko Papic – Trump’s Second Term: Geopolitics and Global Economic Outlook
Marko Papic – Trump’s Second Term: Geopolitics and Global Economic Outlook

Marko Papic – Trump’s Second Term: Geopolitics and Global Economic Outlook

Update: 2025-01-16
Share

Description

In this episode, Marko Papic, Senior Vice President and Chief Strategist at BCA Research, explores the geopolitical and macroeconomic issues likely to impact the markets under the coming years. Marko explains his approach to geopolitics and why material constraints often outweigh policymakers’ preferences. Marko also discusses the implications of US fiscal policy, tariffs, and the geopolitical risks posed by China and Iran under the Trump administration.

Comments 
loading
In Channel
loading
00:00
00:00
1.0x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Marko Papic – Trump’s Second Term: Geopolitics and Global Economic Outlook

Marko Papic – Trump’s Second Term: Geopolitics and Global Economic Outlook

Mackenzie Investments