Putin's Failure: Russia Can't Win Against Western Capitalism | Marko Papic

Marko Papic, Chief Strategist at BCA Research, is joining us today to discuss how the Ukraine War ends and how peace could reshape global markets.

Marko believes that end is coming sooner than later. “It's not about the peace. I think that the war has to end. And that's not a normative statement, it's just a statement of physical reality."

Ultimately, he sees Ukraine recovering by following West Germany’s model. Here’s Marko again: “I think there is a playbook for defeating Russia. It's worked in the past. It's called West Germany. The reason that Ukraine can eventually reconquer these territories is that on a 10, 15, 20-year time horizon, we have a proven track record that Western capitalism does better than whatever Russia does.”

In the interview you will also hear:

The future of Russia’s oil and gas in global markets
How a settlement could reduce the need to hold US assets and open investment opportunities in Europe
Why Marko doesn’t see Germany deindustrializing
Insights into President Trump’s strategy for managing Russia’s geopolitical reach.

Marko Papic is the author of _Geopolitical Alpha: An Investment Framework for Predicting the Future.

Learn more about Marko Papic here:
https://www.bcaresearch.com/marketing...

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Timestamps:
00:00 – Intro
05:15 – Did Russia achieve it's goals?
07:50 – Russian coup attempt
14:30 – A better strategy for Ukraine?
18:01 – What is a multipolar world?
22:07 – How will a ceasefire impact oil prices?
26:58 – Can you invest in rebuilding Ukraine?
29:40 – The safe-haven flow out of Europe
34:39 – Current European landscape