Loading Audio Player...

Episode Description:

Occasionally, an event takes place that causes investors to reassess risk. Russia’s actions in Ukraine last week could be a tipping point for one of those events.

In a divergence from our normal show, I reached out to Marko Papic to see what we could learn.

Marko is the Chief Strategist at Clocktower Group, where he provides research on geopolitics, macroeconomics, and markets. He is a past guest on the show, and that conversation is replayed in the feed.

Our conversation tackles the implication of the events in Ukraine on geopolitics and markets over time. We cover Russia, the U.S., oil, China, and answers to the most pressing questions his clients are asking in response to last week’s event.

Most Recent Episodes:

The content and use of these transcripts is intended for the use of premium members only. Unless expressly granted permission by Ted, each corporate subscriber can share transcripts within their organization (if less < 50 employees) and both corporate and individuals subscribers can share two (2) transcripts with two (2) non-paying members, after which any non-paying members should consider a membership.

All opinions expressed by Ted and podcast guests are solely their own opinions and do not reflect the opinion of the firms they represent. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.