Marko Papic and Mike Green -- The Next Decade for Geopolitics and Markets

Aug 03, 2020 • Duration: 01:10:48 • Topic: Economics, Investing, Global Economy, Government Spending, European Union, Real Vision, Cryptocurrencies, US-China Relations, Monetary Policy, Finance, Trading, Interview, Fiscal Policy

We can all remember when geopolitical tensions and trade wars were the most important headlines seeming to move global markets up or down depending upon their tenor, but recently the global pandemic and the associated policy responses have brought the focus home with all eyes squarely on domestic fiscal policy. In this interview with Mike Green of Logica Capital Advisors, Marko Papic, partner and chief strategist at Clocktower Group, looks forward at the coming decade of the 20's and explores the growing importance of government consumption and investment to GDP, the countries and assets that will emerge as winners and losers from the rewiring of the global economy, and why the cold war is a poor analogy for U.S. relations with China. As well, they discuss why news of the European Union’s death has been greatly exaggerated and much more. Filmed on July 29, 2020.

Guest Name

Marko Papic and Michael Green

Anchor Name

Michael Green

Keywords Name

Economics, Investing, Global Economy, Government Spending, European Union, Real Vision, Cryptocurrencies, US-China Relations, Monetary Policy, Finance, Trading, Interview, Fiscal Policy

Show Name

The Interview