Are Trump’s dramatic tariffs simply a negotiation tactic rather than an intentional trade war? Marko Papic, Chief Strategist at BCA Research, joins Maggie Lake for a critical conversation explaining why markets have misunderstood Trump’s tariff policy from the beginning and what deeper macroeconomic risks investors should actually be focused on.
Key Topics:
How Trump has used extreme tariff threats as leverage, and why markets repeatedly fall for it
What the rise of a multipolar world means for global markets and U.S. economic power
The hidden but urgent risk investors are overlooking: a recession where bond yields stay high, undermining traditional market safety nets
Why U.S. market outperformance is coming to an end as fiscal stimulus runs dry, exposing vulnerabilities investors aren’t ready for
Marko’s bold call: why the U.S. dollar is at risk of a 30% decline, and how investors should reposition globally
If today’s chaotic headlines have you concerned about markets, geopolitics, or the next big risk for your investments, this conversation is essential viewing.
Chapters:
0:48 - Trump’s Tariff Bombshell: Bluff or Battle Plan?
9:14 - Who Really Has the Upper Hand in a Trade War?
18:24 - Inside Trump’s Mind: What’s the Endgame on Tariffs?
24:32 - The True Meaning of a Multipolar World
30:11 - Investors Beware: Navigating a New Multipolar World
34:28 - Economic Shock Therapy: Trump’s Dangerous Gamble
35:56 - Can the U.S. Treasury Market Survive Trump’s Policies?
40:16 - Fiscal Time Bomb: When Will Markets Revolt?
49:16 - Hunting for Value: Is It Time to Bet on Emerging Markets?
52:24 - Danger Ahead: The Biggest Risk No One Sees Coming
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Subscribe to Marko and Jacob Shapiro’s podcast, Geopolitical Cousins, here: https://podcasts.apple.com/za/podcast/geopolitical-cousins/id1802258017
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