Get Sharpe

← Get Sharpe5 May · 30 min

Marko Papic, - A conversation with Geopolitical Strategist Marko Papic on Oil, AI, and inflation risks

Marko Papic, - A conversation with Geopolitical Strategist Marko Papic on Oil, AI, and inflation risks5 May30 min

Marko Papic, Chief Strategist at BCA Research, joins host Dustin Reid to unpack why oil and energy markets have reacted differently than broader global equities. He explores what geopolitical tensions, sticky inflation, and the AI capex boom could mean for markets. Later, co-host Prerna Mathews joins in to discuss the implications for advisors building resilient portfolios.