Marko Papic – Le Club B

Published on
June 30th, 2016
Topic
Geopolitics, Globalization, Brexit
Duration
49 minutes
Asset class
Bonds/Rates/Credit, Equities

Marko Papic – Le Club B

Featuring Marko Papic

Published on: June 30th, 2016 • Duration: 49 minutes • Asset Class: Bonds/Rates/Credit, Equities • Topic: Geopolitics, Globalization, Brexit

After Friday’s Brexit teaser, Marko Papic, Chief Geopolitical Strategist at BCA Research, returns in the full 50-minute Think Piece - the first part of our exclusive le club b series – and explains why he believes that globalization, unstructured economics and the resultant low growth have swung the political pendulum towards populism. He stresses that geopolitical research has to be data-driven, providing his outlook on the extent of fiscal stimulus needed in order to achieve the desired level of inflation.

Comments

  • TW
    Thomas W.
    14 July 2016 @ 16:50
    Good piece for sure and I don't disagree with much.. That said, can I please take issue with his ridiculous statement that the CIA / US gov. "may" have been behind the Maidan coup in Ukraine ... but nobody knows? Yeah, kinda like the fox in charge of the henhouse MAY have eaten the chicken, but no one knows ... Goldman MAY have traded against their customers, but no one knows. The BLS employment figures MAY be fabrications, but no one knows. Hillary MAY be a criminal, but no one knows. Oh, we know alright, and I don't like being bull****ed.
  • ct
    constantine t.
    11 July 2016 @ 12:24
    Good interview
  • GG
    Georgi G.
    9 July 2016 @ 21:03
    Excellent analysis! In complete agreement with Marco that Anglo-Saxon financial markets have developed a romantic view of and bias towards UK and US, and have placed the rising populist revolt underway in both countries in a wilful blindspot. Can't wait for his next interview.
  • ww
    will w.
    8 July 2016 @ 12:41
    Agreed Marco, his thinking, & presentation are of the highest calibre. But, it seems a serious mistake to use the factually erroneous - and seriously misleading - label "laissez-faire capitalism" for any contemporary developed' economy (possibly excepting Hong Kong, perhaps also S'pore). 70K pages of new Federal regulations every YEAR in U.S. - & God knows how much more dirigisme from Brussels, is anything BUT laissez faire, no? It seems quite important to be accurate in terminology - MUCH mischief (and WORSE) results from muddled terminology...
  • AH
    Amer H.
    5 July 2016 @ 16:08
    Fantastic guy. Thank you very insightful
  • MD
    Mick D.
    5 July 2016 @ 12:44
    Best piece I've watched so far on Real Vision. Insightful and compelling viewing from start to finish. I could watch this interview multiple times and obtain new information from it each time! Well done on having such an articulate and interesting guy come in and be interviewed!. You must have Marko back again!!
  • GB
    Grant B.
    4 July 2016 @ 14:14
    Exceptional. Illuminating.
  • LC
    Liliana C.
    3 July 2016 @ 19:05
    Very interesting and charismatic man. Food for thought and also disagree with some of conclusions. People want inflation? No, because it will be stagflation. US moving to left hmm analysis not complete there. Did not capture all key populist concerns that not necessarily lead to conclusion.
  • TW
    Tom W.
    3 July 2016 @ 14:22
    Very informative video, thank you for sharing! Does Marko include equities in "owning a real business"?
  • JK
    Jan K.
    3 July 2016 @ 13:11
    superb
  • mr
    mayank r.
    3 July 2016 @ 12:18
    awesome video
  • ML
    Mark L.
    3 July 2016 @ 09:35
    Fresh ideas for me. High-level. Outstanding. thanks!
  • BG
    Branislav G.
    3 July 2016 @ 05:16
    Fantastic stuff but again way to late to post the video.
  • BL
    Bruce L.
    2 July 2016 @ 16:27
    "owning real business is better than anything else" Bingo! Incidentally that has been what Warren Buffett has said for years. Great job Marco.
  • GG
    Giacomo G.
    2 July 2016 @ 15:30
    Thanks man.... your analysis fed my brain. Finally i found a home, RV.
  • DH
    Dale H.
    2 July 2016 @ 03:10
    Impressive Marko! There was so much information in this and it was sequenced and commented on well. Although I read a lot about this,and have a real interest, my knowledge has been deepened and broadened out. I really like that. RVTV provides so much more than is possible for one person to find out about with only so many hours in the day and competing agendas. And I can sit down and relax, stop it and start again to make a coffee. Superb! (Still digesting the content to comment - I need paper and pen for that because of the density herein). Might be back.
  • SD
    Salvatore D.
    1 July 2016 @ 19:16
    Good interview, it really feels like he gave us all he had. I like his approach but not sure if one can agree with all his conclusions. Would be great to have him back.
  • TA
    Tommaso A.
    1 July 2016 @ 08:31
    Smart man alert
  • MC
    Michael C.
    1 July 2016 @ 07:59
    Excellent view from before the Referendum from Marco. Fascinating approach that challenges the prevailing view. Great to see him on RV.
  • TH
    Timo H.
    1 July 2016 @ 07:09
    Astonishing clarity of thinking!
  • DW
    David W.
    1 July 2016 @ 06:12
    Test
  • AG
    Alex G.
    1 July 2016 @ 03:17
    took a while to get going but dam this was good
  • MS
    Mark S.
    1 July 2016 @ 02:37
    Simply fantastic. We live in interesting times.
  • DS
    David S.
    1 July 2016 @ 02:13
    You currently give the date of publication for interviews. I would also be helpful to me to have the date of the interview. Thanks,
  • DS
    David S.
    30 June 2016 @ 23:44
    Thank you Mr. Papic and RVTV. Investopedia: "Political economy is the study of production and trade and their links with custom, government and law." Mr. Papic adds the emphasis on a context for investment (great strategic move). This presentation certainly added to my understanding of recent of world events. Hopefully I will make fewer bad investments. It would be interesting to see more interviews with Mr. Papic with a more narrow scope - Japan, Korea or Russia.
  • BR
    Barbora R.
    30 June 2016 @ 22:28
    Marko Papic - brilliant mind. BRING HIM AGAIN IF POSSIBLE!
  • PR
    Peter R.
    30 June 2016 @ 22:27
    A brilliant world tour of issues that affect our lives and our investments. This is the type of content that makes you think deeply about where to invest and how to invest. I will need to play this several times to really log all the takeaways. RVTV does it again.
  • cg
    christian g.
    30 June 2016 @ 22:21
    This interview will just make me think differently. Brillant!
  • RA
    Robert A.
    30 June 2016 @ 21:22
    Viewed every one of them and this one is off the charts good. RV has given us a point of view that I doubt most of us have ever been exposed to. Material of this caliber, timeliness, and succinctness is just not available except through RV. Thanks so much R & G for putting RV together!
  • MA
    Michael A.
    30 June 2016 @ 20:05
    Brilliant. Given this was 10 days before the referendum, your assessment of the FTSE now seems so apt - already up 8% this weak since the low.
  • dm
    douglas m.
    30 June 2016 @ 19:15
    fantastic