GM59: The Geopolitical Tug-of-War: Russia, China & the West ft. Marko Papic
Top Traders Unplugged
Niels Kaastrup-Larsen
4.8 • 670 Ratings
🗓️ 24 April 2024
⏱️ 67 minutes
🧾️ Download transcript
Summary
Join us for an eye-opening discussion on global power dynamics with geopolitics expert Marko Papic, alongside Cem Karsan and myself, where we dive deep into the ongoing tug-of-war between the West, Russia, China, and the rest of the world. Marko sheds light on the United States' push for a clear bipolar world order. He shares his insights on whether the world as we know it is coming to an end and why a Trump presidency may pave the way for trade deals and foreign policy agreements, particularly with rivals like China. Looking ahead, Marko discusses Europe's industrial sector and explains why investing in European industrials could be a smart move. Finally, we explore the complexities of the relationship between Russia and China. Are they as close as we think? And is China's dream of becoming the next superpower within reach? We also delve into the possibility of China's move to invade Taiwan and what it would entail.
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Episode TimeStamps:
02:15 - Marko's current macro framework
07:20 - Moving towards a multi-polar world
14:43 - How is now different from back in the days?
23:36 - Trump landing the deglobalization plane
31:48 - The election - a macro black hole
36:47 - The new world from a non-US perspective
44:18 - What happens with Ukraine?
49:50 - An increased risk for bigger global...
Transcript
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| 0:00.0 | I think that it's pretty clear that the world is more multipolar than bipolar. |
| 0:12.0 | But what you're saying is definitely something the U.S. is trying to create very hard, |
| 0:16.0 | they're working very hard and trying to create a very clear bicarular structure because it would solve |
| 0:22.1 | all of America's problems. If you could convince Europe and Japan and South Korea and India, |
| 0:28.9 | that look, you've got to pick one or the other camp. If you could convince the rest of the |
| 0:32.0 | world that this is the reality, you know, it would be kind of game over for Russia and China |
| 0:36.4 | at that point. |
| 0:42.2 | Imagine spending an hour with the world's greatest traders. |
| 0:46.7 | Imagine learning from their experiences, their successes, and their failures. |
| 0:48.7 | Imagine no more. |
| 0:55.2 | Welcome to Top Traders Unplugged, the place where you can learn from the best hedge fund managers in the world, so you can take your manager, due diligence, or investment career to the next level. |
| 1:00.0 | Before we begin today's conversation, remember to keep two things in mind. |
| 1:04.0 | All the discussion we'll have about investment performance is about the past, |
| 1:07.5 | and past performance does not guarantee or even infer anything about future |
| 1:11.7 | performance. |
| 1:12.9 | Also understand that there's a significant risk of financial loss with all investment strategies, |
| 1:17.5 | and you need to request and understand the specific risks from the investment manager |
| 1:21.6 | about their product before you make investment decisions. |
| 1:25.0 | Here's your host, veteran hedge fund manager, Niels Kostrup Larson. |
| 1:34.6 | A new world order is becoming clearer by the day. And in our Global Macro series, I, along with my |
| 1:40.1 | co-host, Jim Kazang, want to dig deep into the minds of some of the most prominent experts |
| 1:44.9 | to help us better understand what this new global macro-driven world will look like. |
... |
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