Marko Papic – GeoMacro Lens on U.S. Election, China Policy, & Markets

The Investors First Podcast

Today’s guest is Marko Papic, Marko leads BCA Research's BCA Access and developed GeoMacro Research, the first discretionary macro-geopolitical investment strategy in finance. He connects clients with a broad expert network and custom research, having founded BCA’s Geopolitical Strategy service. His book, Geopolitical Alpha, presents a framework for predicting investment outcomes. Previously, Marko was a Partner and Chief Strategist at Clocktower Group, advising institutional investors. His work is included in the CAIA curriculum and The Palgrave Handbook of Contemporary Geopolitics. Starting as a Senior Analyst at Stratfor, he has lectured at Stanford and Georgetown. Marko holds advanced degrees from the University of Texas and UBC.

This is the second time we have had the privilege of hosting Marko, almost 4 years ago on the button. Marko is no doubt one of our favorite guests in the history of this podcast.

In this episode, we cover the U.S. election, who will win and what America’s foreign policy will look like for Trump or Harris. We discuss the powerful American consumer driven economy, how to position your portfolio, the untapped equity in American’s homes, and getting us current on the last 4 years since the last time Marko joined us.

Today's hosts are Steve Curley, CFA (Founder, 55 North Private Wealth) & co-host Chris Cannon (CIO/Principal, FirsTrust)

Links:

https://www.bcaresearch.com

https://www.bcaresearch.com/marketing/geomacro

https://www.bcaresearch.com/marketing/report/gmac/what-geomacro/100026

Please enjoy the episode.