Marko Papic and His Two Profitable Trades to Make Right Now
Stansberry Investor Hour
Stansberry Research
4.4 • 677 Ratings
🗓️ 2 September 2021
⏱️ 80 minutes
🧾️ Download transcript
Summary
As an investor, it's extremely important to realize how much government policy decisions can impact your portfolio.
So, on the Investor Hour this week, we decided to take a 'step back' and have a conversation with one of the top minds in macroeconomics.
He's a repeat guest of the show...
And given the enormous increase in government budgets... and all the turmoil happening around the world today, Dan couldn't wait to have him back to discuss how some of the big macrotrends happening today could impact the market going forward.
Marko Papic joins us as this week's guest.
Marko works as partner and chief strategist at Clocktower Group, an alternative asset management firm where he leads the firm's strategy team providing bespoke research to clients and partners on geopolitics, macroeconomics, and markets.
And he's also the author of the popular book, Geopolitical Alpha: An Investment Framework for Predicting the Future.
Dan and Marko discuss the situation in Afghanistan, what the future holds for Chinese tech stocks, plus a shocking prediction on where some of the most commonly held blue chip stocks could be headed this decade...
Marko even shares two "30-Day trades" he thinks could be highly profitable if you act quickly.
Listen to Dan's conversation with Marko and more on this week's episode.
Transcript
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| 0:00.0 | Broadcasting from the Investor Hour Studios and all around the world, you're listening to the Stansberry Investor Hour. |
| 0:11.5 | Tune in each Thursday on iTunes, Google Play, and everywhere you find podcasts for the latest episodes of the Stansberry Investor Hour. |
| 0:20.0 | Sign up for the free show archive at |
| 0:21.9 | Investor Hour.com. Here's your host, Dan Ferris. Hello and welcome to the Stansberry Investor |
| 0:28.5 | Hour. I'm your host, Dan Ferris. I'm also the editor of Extreme Value published by Stansberry |
| 0:33.4 | research. Today is Global Macro Day, man. We're going to talk with Marco Papik, who is a global |
| 0:39.8 | macro investor and author of the book Geopolitical Alpha. We have a huge mailbag, two weeks of |
| 0:46.6 | mailbag because I was out last week, asset allocation, a ticker symbol request. That'll be an easy |
| 0:52.1 | one. And listener David says two of our guests in the past, Chris Camillo and Harris Cupperman, |
| 0:57.9 | really have the same strategy. |
| 0:59.5 | I don't think that's true and we'll talk about the differences. |
| 1:02.1 | And remember, the mailbag is a conversation, so talk to me. |
| 1:05.7 | Call us up and leave us a message on our listener feedback line, 800, 381-2357, and hear your voice on the show. |
| 1:14.5 | In my opening rant this week, I'll talk about a little global macro news item that may have been overlooked that and more right now on the Stansberry Investor Hour. |
| 1:27.2 | So what's this news item? |
| 1:29.7 | Well, I'll tell you. |
| 1:31.9 | It's an op-ed piece, an opinion piece in the Financial Times. |
| 1:37.0 | It's dated Monday, August 30th of this week. |
| 1:40.4 | And it's by none other than George Soros. |
| 1:44.0 | Now, before all the keyboard cowboys go crazy, telling me how much they hate George Soros, |
| 1:49.0 | this is about investing and economics and a little bit about politics. |
| 1:54.4 | It's not about whatever George Soros does with his nonprofit organizations that you hate him for. |
... |
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