| Marko Papic, Chief Strategist at BCA Research, is joining us today to discuss how the Ukraine War ends and how peace could reshape global markets. Marko believes that end is coming sooner than later. “It's not about the peace. I think that the war has to end. And that's not a normative statement, it's just a statement of physical reality." Ultimately, he sees Ukraine recovering by following West Germany’s model. Here’s Marko again: “I think there is a playbook for defeating Russia. It's worked in the past. It's called West Germany. The reason that Ukraine can eventually reconquer these territories is that on a 10, 15, 20-year time horizon, we have a proven track record that Western capitalism does better than whatever Russia does.” In the interview you will also hear: * The future of Russia’s oil and gas in global markets * How a settlement could reduce the need to hold US assets and open investment opportunities in Europe * Why Marko doesn’t see Germany deindustrializing * Insights into President Trump’s strategy for managing Russia’s geopolitical reach. Marko Papic is the author of _Geopolitical Alpha: An Investment Framework for Predicting the Future. Learn more about Marko Papic here: https://www.bcaresearch.com/marketing/marko-papic Follow Marko Papic on LinkedIn here: https://www.linkedin.com/in/marko-papic-geopolitics/ Follow Marko Papic on X (Twitter) here: https://x.com/Geo_papic Sign up for Ed D’Agostino’s free newsletter here: https://www.mauldineconomics.com/go/JM563Z2/YTB Follow Ed D’Agostino on LinkedIn: https://www.linkedin.com/in/ed-d-agostino-415475296/ Follow Ed D’Agostino on X (Twitter) here: https://x.com/EdDAgostino Timestamps: 00:00 – Intro 05:15 – Did Russia achieve it's goals? 07:50 – Russian coup attempt 14:30 – A better strategy for Ukraine? 18:01 – What is a multipolar world? 22:07 – How will a ceasefire impact oil prices? 26:58 – Can you invest in rebuilding Ukraine? 29:40 – The safe-haven flow out of Europe 34:39 – Current European landscape |
Each week, investors and financial professionals around the globe turn to John Mauldin to better understand Wall Street, global markets, and the drivers of the world economy. And for good reason. John is a noted financial expert, a New York Times best-selling author, a pioneering online commentator, and the publisher of one of the first publications to provide investors with free, unbiased information and guidance—Thoughts from the Frontline—one of the most widely read investment newsletters in the world.
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