Marko Papic
Marko Papic on Proposed Tax Cuts
Marko Papic
Keynote Speaker
Macro and Geopolitical Expert; Author, Geopolitical Alpha: An Investment Framework for Predicting the Future
Marko Papic's signature style keeps audiences hooked and laughing while he tackles tough topics like macro-geopolitics and market predictions. A pioneer in geopolitical analysis and known for his relatable analogies, he makes complex issues accessible. He leaves a lasting impact, helping audiences see the future through a new lens.
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Marko Papic is a speaker with a rare combination of blunt honesty, deep expertise, and a knack for making complex topics easy to digest. Known for his dynamic presentations, Papic leverages analogies to break down heavy issues, turning intricate geopolitical and market predictions into accessible insights. He challenges audiences and provokes thought, helping them navigate uncertainty confidently.
Papic’s background in geopolitical analysis and his role in founding the financial industry’s first dedicated political analysis investment strategy gives him a unique perspective on how global events shape markets. He is a trusted voice for macro hedge funds and some of the largest pools of capital worldwide. His regular media appearances and lectures at leading institutions such as Stanford and Georgetown demonstrate his thought leadership and ability to captivate and educate high-level audiences.
Featured Videos
Marko Papic
Marko Papic on Trump’s Intention with Tariffs
Marko Papic
Marko Papic on Mission Oriented Innovation
Marko Papic
Marko Papic on the New Economy
Marko Papic
Marko Papic on America’s Risk Tolerance Level
Marko Papic
Marko Papic on Proposed Tax Cuts
Marko Papic’s Speech Topics
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Geopolitics
In an increasingly interconnected world, the shifting dynamics of geopolitics are more critical than ever. Marko Papic explores key global trends shaping our future. From power struggles between nations to the rise of new economic forces, he provides invaluable insights into how geopolitical shifts affect business, policy, and global relations. Whether you’re curious about world events or want to understand how global changes impact markets and/or your everyday life, Papic will give you the knowledge to stay informed and prepared.
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GeoMacro
Marko Papic introduces his framework, which combines geopolitical analysis and macroeconomics. In today’s world, investors cannot pretend that the two knowledge realms are separate. We are “back to the nineteenth century,” when investors had to deftly navigate geopolitics as a tool for generating alpha and revealing beta.
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Trump 2.0
Marko Papic’s controversial view on the second Trump administration is far more optimistic than the consensus. However, this is not for the same reasons that many members of the administration tout (deregulation and a pro-business agenda). First, Trump’s fiscal priorities are likely to be significantly curbed, which is positive for growth (ironically) as they will calm the bond market. Second, President Trump has a track record of deal-making empirically backed by evidence from his first term. Trade war, therefore, may be overstated. Third, President Trump will reestablish a geopolitical equilibrium that has been missing for the past four years.
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Geopolitical Trilemma
Marko Papic explains his thesis that Western policymakers are attempting too many grand geopolitical plans at the same time: de-risk from China, de-risk from Russia, and de-risk from global warming. Together, these policies make up the Impossible Geopolitical Trinity, a trilemma. Short of a significant policy shift, the consequence of this trilemma will be higher commodity prices and a continued capex cycle.
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Europe: A New Hope
Marko Papic presents his thesis that Europe should not be left for dead. Contrary to the entrenched consensus, Europe has many things going for it, starting with the coming tsunami wave of LNG supply that will permanently lower energy costs.
Works by Marko Papic
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Marko Papic Topics & Types
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