Geopolitical Expert Marko Papic on Ukraine, Commodities, and Ignoring the Media Noise

Stansberry Investor Hour

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2+ y ago 1:11:09

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The current tensions between Russia and Ukraine have been all over the news… perhaps even contributing to this week's big market sell-off.

But Dan Ferris' guest this week on Stansberry Investor Hour has some reassuring words for any concerned listeners: You can relax.

Dan sits down with one of his favorite guests -- geopolitical expert Marko Papic, who is the Partner and Chief Strategist at an alternative investment asset management firm. Marko is Dan's "No. 1 macro guy" and specializes in geopolitics, macroeconomics, and markets. And Marko says it's life as usual right now for folks in Ukraine, and the media noise surrounding the possibility of war is just over-done news hype…

Marko clarifies that if a war does happen, yes of course there would be global and market implications. But for right now, it’s just a local regional issue being sensationalized by the media.

They also discuss inflation, which Marko says will continue to be an issue. He reminds everyone "This isn't the 1970s…" and that regular folks today "don’t have the stomach for a real recession" needed to fight inflation.

Dan plays a bit of devil's advocate with him about commodities and emerging markets investing, which Marko says is his No. 1 capital allocation idea right now. Despite this being a contrarian idea, he tells Dan that "commodity-linked plays should pay off in 2022."

They touch on COVID's continuing effect on the markets, as well as value-growth trades. Plus, don’t miss Dan's opening rant about this week's "flash crash."

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