The Market Huddle
The Market Huddle
Patrick Ceresna & Kevin Muir
Geopolitically Promiscuous (Guest: Marko Papic)
2 hour 3 minutes Posted Aug 10, 2024 at 10:45 am.
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2:03:04
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Show notes

This week Kevin & Patrick welcome back to the show, Marko Papic. They discuss Marko’s recent change to BCA Research, how he incorporates geopolitics into his investment framework and why everyone is doing it backwards.

Check Out BCA Research: https://www.bcaresearch.com

Follow Marko on X: https://www.x.com/geo_papic

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