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The Ledger, every show

Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.

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CAPITAL ALLOCATORS Prediction Open · timeframe Feb 2032
Papic: China will fail to transition away from export dependence
“I'm in a camp that says they're going to fail. They're not going to be able to do it, and they're going to remain as export dependent, if not more.”
Marko Papic Feb 28, 2022 ▶ 26:02 Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)
CAPITAL ALLOCATORS Prediction Open · timeframe Feb 2032
Papic: China will run a current account deficit over the next decade
“Which means that over the next decade, China will also be in a current account deficit.”
Marko Papic Feb 28, 2022 ▶ 27:01 Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)
CAPITAL ALLOCATORS Prediction Open · timeframe Feb 2032
Papic: China will remain dependent on semiconductor imports for the next decade
“China's trying its best to get to those sophisticated levels below five nanometer chip level, which it can't. And I think it's going to take a long time for them to do that. Much longer than people think. There's no Moore's law in getting to that level. And so…”
Marko Papic Feb 28, 2022 ▶ 30:38 Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)
CAPITAL ALLOCATORS Prediction Open · timeframe Jan 2029
Papic: Congress Will Not Revoke Trump's Tariff Authority
“You've got the House and the Senate talking about taking away tariff rights from President Trump. It's not going to happen, but they're talking.”
Marko Papic Apr 14, 2025 ▶ 37:25 Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
CAPITAL ALLOCATORS Assertion Not yet assessed · timeframe Feb 2022
Papic: Every post-WWII conflict was a market buying opportunity except Yom Kippur
“In my book, I literally have that table that goes through every conflict ever, and every single one of them, Ted, was a buying opportunity, except for the Yom Kippur war.”
Marko Papic Feb 28, 2022 ▶ 13:27 Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)
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