Introduction1:33 - Geopolitical framework5:58 - Trading geopolitics13:45 - Trump & Putin16:52 - Geopolitics the past 10 years27:03 - Russia, Middle East & Taiwan40:21 - Impact on markets?Marko is a macro and geopolitical expert at BCA Research, a global investment research firm. He provides in-depth analysis that combines geopolitics and markets in a framework called GeoMacro. He is also the author of Geopolitical Alpha: An Investment Framework for Predicting the Future.At BCA, Marko leads the firm’s premier service, BCA Access, that allows clients to unlock access to custom research and the vast expert network that BCA has cultivated over its 76 year history.Previously, Marko was a partner at an alternative asset management firm in California where he provided his investors and clients with controversial market calls, bold views, and around-the-clock research. He helped seed global macro hedge funds and curate several funds, across public and private markets. His work on incorporating geopolitics into the asset management industry has become part of the CAIA curriculum.Born in Belgrade, Serbia, he has lived in Iraq, Jordan, Switzerland, Canada, and the U.S. He has lectured at the top universities and you’ll frequently see him in global news media.Marko Papic - X - https://x.com/Geo_papicResearch - https://www.bcaresearch.com/Geopolitical Alpha - https://www.geopoliticalalpha.com/Geopolitical Cousins - https://podcasts.apple.com/us/podcast/geopolitical-cousins/id1802258017WTFinance -Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseasThumbnail image from - https://www.vecteezy.com/photo/55370299-abstract-digital-world-map-illuminated-with-red-lines-and-nodes-showcasing-global-connectivity