The Grant Williams Podcast Ep. 97 - Marco Papic

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.8 • 1.6K Ratings

🗓️ 14 April 2025

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

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Summary

In the latest episode of The Grant Williams Podcast, I sit down with Marko Papic of BCA Research to explore the intricate interplay between geopolitics and the global economy. Marko, a good friend and seasoned geopolitical strategist, walks us through his invaluable framework for understanding the preferences and constraints of policymakers—a critical lens for navigating today’s rapidly shifting dynamics—before we dive into trade wars and regional integration in a conversation which delves into how political decisions are shaping financial markets and economic opportunities around the world. Also discussed the Trump administration’s use of tariffs and trade wars, which Marko analyzes through the prism of U.S. constraints compared to other nations, and Europe’s unique position to capitalize on current geopolitical shifts, particularly through deeper integration and increased investment prospects. Meanwhile, Marko explains why China faces significant challenges in stimulating domestic demand while grappling with risks such as potential conflict over Taiwan. Marko’s insights provide an invaluable guide to understanding the complexities of today’s geopolitical landscape and their far-reaching implications for economies and markets worldwide. Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

Transcript

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0:00.0	Before we get going, here's the bit where I remind you that nothing we discussed should be considered as investment advice.
0:16.4	This conversation is for informational and hopefully entertainment purposes only.
0:20.2	So, while we hope you find
0:21.7	it both informative and entertaining, please do your own research or speak to a financial advisor
0:27.1	before putting a dime of your money into these crazy markets. You're about to listen to a special
0:37.2	preview edition of the Grant Williams podcast,
0:39.5	featuring my very special guest and good friend Marco Papitch of BCA Research.
0:44.2	Marco is the author of the great book Geopolitical Alpha.
0:47.2	He's on Twitter.
0:48.2	You'll find him there at Geo underscore Papitch.
0:50.9	And he is one of the leading lights in the geopolitical analysis space and great
0:55.3	fond to boot. Every episode of the Grant Williams podcast, including the Endgate, the super
0:59.5	terrific happy hour, the narrative game, this week in doom, shifts happen, and chaos theory
1:03.1	is available to copper and silver tier subscribers at my website, grant dash Williams.com.
1:08.5	Copper tier subscribers get access to all the podcasts, while members of the
1:11.9	silver tier get both the podcasts and my monthly newsde effort, things that make you go home. So,
1:16.2	if you enjoy what you're here on the show and you'd like more high-quality content like it,
1:19.9	then please make your way over to grant-dash-williams.com and join our exciting community today.
1:24.0	And now on with the show.
1:38.7	Marco, great to see you, my friend. Thank you so much for doing this. It's been a while,
1:43.9	huh? Yes, it's been a while. I remember when you came to Venice and we did one live,
1:44.6	that was awesome. That's right. That was a few years ago now.
	...

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