Join us for an eye-opening discussion on global power dynamics with geopolitics expert Marko Papic, alongside Cem Karsan and myself, where we dive deep into the ongoing tug-of-war between the West, Russia, China, and the rest of the world. Marko sheds light on the United States' push for a clear bipolar world order. He shares his insights on whether the world as we know it is coming to an end and why a Trump presidency may pave the way for trade deals and foreign policy agreements, particularly with rivals like China. Looking ahead, Marko discusses Europe's industrial sector and explains why investing in European industrials could be a smart move. Finally, we explore the complexities of the relationship between Russia and China. Are they as close as we think? And is China's dream of becoming the next superpower within reach? We also delve into the possibility of China's move to invade Taiwan and what it would entail.
-----
EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool
-----
Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.
IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.
And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.
Learn more about the Trend Barometer here.
Send your questions to info@toptradersunplugged.com
And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.
Follow Cem on Twitter.
Follow Marko on Twitter.
Episode TimeStamps:
02:15 - Marko's current macro framework
07:20 - Moving towards a multi-polar world
14:43 - How is now different from back in the days?
23:36 - Trump landing the deglobalization plane
31:48 - The election - a macro black hole
36:47 - The new world from a non-US perspective
44:18 - What happens with Ukraine?
49:50 - An increased risk for bigger global conflicts?
56:15 - Creating strong relationships
01:02:50 - Will China invade Taiwan in the next 5 years?
01:05:30 - Thanks for listening
Copyright © 2023 – CMC AG – All Rights Reserved
----
PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:
1. eBooks that cover key topics that you need to know about
In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here
2. Daily Trend Barometer and Market Score
One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here
3. Other Resources that can help you
And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here
Privacy Policy
Disclaimer
TTU135: Moving Beyond Pure Price Trends ft. Yao Hua Ooi, Principal at AQR Capital Management
SI232: Trend Following the Trend Followers ft. Nick Baltas
TTU134: Crisis Alpha Revisited ft. Katy Kaminski, Chief Research Strategist at AlphaSimplex Group
TTU133: How to deliver Convexity ft. Nigol Koulajian & Mike Harris of Quest Partners
SI231: The Perfect Fit for Trend Following ft. Richard Brennan
TTU132: Trend Following Evolution ft. Ed Tricker, CIO of Quant Strategies at Graham Capital Management
GM34: When Geopolitics meets Global Macro ft. Jacob Shapiro & Roger Hirst
TTU131: How CTAs manage their Cash ft. Mike Kastner, Principle & Co-Founder at Halyard Asset Management
SI130: Trend Following in the Age of Disconnect ft. Mark Rzepczynski
TTU130: Trend Following Solutions ft. Marty Lueck, Co-Founder of Aspect Capital
GM33: Drilling into the Oil Market ft. Rory Johnston
TTU129: Trend Following Nordic Style ft. Svante Bergström, CEO & Founding Partner of LYNX Asset Management
SI229: Managed Futures - The Ultimate Diversification Tool? ft. Andrew Beer
TTU128: Trend Following for Life ft. Marty Bergin, President of DUNN Capital Management
IL13: A Biography of the Dollar ft. Perry Mehrling
TTU127: Trend Following L.A. Style ft. Ryan O' Grady, Co-Founder & CEO at ROW Asset Management
SI228: Are Markets Priced for Perfection? ft. Alan Dunne
TTU126: Trend Following + Something ft. Kevin Cole, CEO & CIO at Campbell & Co.
IL12: How to Invest ft. David Rubenstein
TTU125: Trend Following vs Short Term ft. Michael Pomada, President & CEO at Crabel Capital Management
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast