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
SI247: What is Smart Diversification? ft. Nick Baltas
GM44: Insights From Inside Credit Suisse ft. Mika Kastenholz
SI246: The BIG CTA ETF Debate ft. Andrew Beer & Tim Pickering
ALO14: Investing for a Decade of Dispersion ft. Clint Stone
SI245: Which CTA Should You Buy ft. Rob Carver
GM43: On the Verge of Recession ft. David Rosenberg
TTU144: Turtle Trading 2.0? ft. Brian Proctor, Managing Director at EMC Capital Advisors
SI244: Trend Following - How to Hunt them & Select a Manager ft. Richard Brennan
GM42: What's Coming for Oil, Gas, Gold & Metals ft. Adam Rozencwajg
SI243: Sell in May and Go Away...Really ft. Cem Karsan
IL17: The Dangers to Democracy ft. Martin Wolf
SI242: How to Detect when the Trend Changes ft. Mark Rzepczynski
GM41: Global Macro Face Off ft. Cem Karsan & Alfonso Peccatiello
SI241: Trend Following...The Perfect Risk Mitigation Strategy ft. Alan Dunne
GM40: The Risk of Volatility Exploding...Soon ft. Cem Karsan
SI240: Trend Following... More Than Just Vol Scaling? ft. Nick Baltas
IL16: False Narratives - A Path to a World of Conflict ft. Stephen Roach
TTU143: How to stay Sharpe ft. Guillaume Jamet, Co-CIO at Metori Capital Management
SI239: CTAs Profits from Food Crisis...True or False? ft. Andrew Beer
GM39: The Secrets of a Natural Resource Speculator ft. Rick Rule
Create your
podcast in
minutes
It is Free
Saxo Market Call
Get Creative with Pace Morby
U.S Property Podcast
Aligned Money Show
The Ramsey Show