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EssentialThe Essential Conversation

Marko Papic and Mike Green -- The Next Decade for Geopolitics and Markets

Featuring Marko Papic and Michael Green

Aug 03, 2020 • 70 minutes

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Essential

The Essential Conversation

Marko Papic and Mike Green -- The Next Decade for Geopolitics and Markets

Mike Green and Marko Papic explores the growing importance of government consumption and investment to GDP and more.

Featuring Marko Papic and Michael Green

Aug 03, 2020 • 70 minutes

We can all remember when geopolitical tensions and trade wars were the most important headlines seeming to move global markets up or down depending upon their tenor, but recently the global pandemic and the associated policy responses have brought the focus home with all eyes squarely on domestic fiscal policy. In this interview with Mike Green of Logica Capital Advisors, Marko Papic, partner and chief strategist at Clocktower Group, looks forward at the coming decade of the 20's and explores the growing importance of government consumption and investment to GDP, the countries and assets that will emerge as winners and losers from the rewiring of the global economy, and why the cold war is a poor analogy for U.S. relations with China. As well, they discuss why news of the European Union’s death has been greatly exaggerated and much more. Filmed on July 29, 2020. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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