Forward Guidance

Marko Papic: Russia-Ukraine War Is Effectively Over, Israel-Hamas War Unlikely To Have Large Market Impact

29 Nov 2023

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Use code FG20 to get 20% off Blockworks’ Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london Follow Marko Papic on Twitter https://twitter.com/Geo_papic Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ __ Timestamps: (00:00) Introduction (00:18) Geopolitical Risks Are Often Mispriced (09:20) Papic's Outlook on Russia-Ukraine War (13:30) Blank Checks For Ukraine Are Getting Very Politically Expensive For Western Politicians (23:11) Military Alliances Can Be Dangerous (25:41) Papic on Israel-Hamas War: "Palestinian Issues Have Never Had A Market Impact" (27:31) Papic Believes That Conflict "Will Be Contained To Israel" (34:29) Gold's Recent Rally As Central Banks Diversify Away From U.S. Dollar (37:16) The Market Has Become Aware That World Is Increasingly Multipolar (42:39) Analogy To World War 1 and World War 2 (48:00) What Makes A Great Power? (52:19) What Are China's Global Ambitions As A Great Power? (59:35) China & Taiwan (01:06:58) U.S.-China Economic Relations (Flow of Trade and Capital) (01:11:05) There Will Be A Huge Buying Opportunity In China Over Next 12-18 Months (01:13:27) U.S. Presidential Election (01:16:47) I Think There's No Way In Hell The Fed Raises Rates Over The Next Twelve Months (01:19:43) American Elites Are Not Very Smart __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

13:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

12:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

13:00H | 20 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

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Forward Guidance

Marko Papic: Russia-Ukraine War Is Effectively Over, Israel-Hamas War Unlikely To Have Large Market Impact

This episode hasn't been transcribed yet

Other recent transcribed episodes

3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE

13:00H | 21 DIC 2025 | Fin de Semana

12:00H | 21 DIC 2025 | Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

13:00H | 20 DIC 2025 | Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

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