Marko Papic

Join geopolitical expert Marko Papic, an author renowned for his insights into geopolitical risk and investing. He explores how to distinguish impactful events from mere noise in turbulent markets. Topics include the role of macro trends over headline shocks, the implications of a US-Europe rift on European assets, and the necessity of hedging against geopolitical risks with commodities. Papic also delves into potential oversupply scenarios in oil and the looming domestic policy risks in the US that could reshape borrowing costs by 2026.