Hone your investment acumen and build your global market and policy knowledge with Mackenzie Investments’ Get Sharpe podcast. Hosts Dustin Reid and Matthew Schnurr will explore key macroeconomic drivers and themes and provide actionable ideas from some of the sharpest minds in the industry, from around the globe. Stay sharp with Get Sharpe, by Mackenzie Investments.
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Hone your investment acumen and build your global market and policy knowledge with Mackenzie Investments’ Get Sharpe podcast. Hosts Dustin Reid and Matthew Schnurr will explore key macroeconomic drivers and themes and provide actionable ideas from some of the sharpest minds in the industry, from around the globe. Stay sharp with Get Sharpe, by Mackenzie Investments.
Marko Papic – Trump’s Second Term: Geopolitics and Global Economic Outlook
Get Sharpe
37 minutes
9 months ago
Marko Papic – Trump’s Second Term: Geopolitics and Global Economic Outlook
In this episode, Marko Papic, Senior Vice President and Chief Strategist at BCA Research, explores the geopolitical and macroeconomic issues likely to impact the markets under the coming years. Marko explains his approach to geopolitics and why material constraints often outweigh policymakers’ preferences. Marko also discusses the implications of US fiscal policy, tariffs, and the geopolitical risks posed by China and Iran under the Trump administration.
Get Sharpe
Hone your investment acumen and build your global market and policy knowledge with Mackenzie Investments’ Get Sharpe podcast. Hosts Dustin Reid and Matthew Schnurr will explore key macroeconomic drivers and themes and provide actionable ideas from some of the sharpest minds in the industry, from around the globe. Stay sharp with Get Sharpe, by Mackenzie Investments.
