The Geopolitical Tug-of-War: Russia, China & the West | Global Macro 59

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.
#toptraders #investing #trendfollowing
Episode Summary
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
Full episode can be found here:
toptradsersunplugged.com/gm59
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[@user-wc3iy6pr2t]

Great listen

[@NikMed-cs7so]

Cem is geopolitical newcomer Who needs to go to Marco school

[@dreamingwolf8382]

Germany and Italy having access to energy only solves one part of the pronlem. Both countries do not have the necessary workforce waiting in the wings, and not even immigration would be enough to offset it. Even if more advances in automation were in place (which they're not) they would still continue to struggle. Macro should be viewed way more wholistically than simply cherry-picking the narrow data points that support your narrative.

[@yutinglin]

How is Taiwan a province?

[@abdidesign3255]

It’s part of greater China, what do you think is the whole dispute about? US can’t even recognise Taiwan without triggering a war!