Marko Papic
12 statements across 2 episodes · 2 bullish · 3 bearish · 1 people on the record · first statement Oct 26, 2020 by Marko Papic · said 11 times in 2 episodes since 2022 · across every show →
On the record as a speaker too: Marko Papic's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Paula Volent (10), Nicholas (Nick) Csicsko (1)
tap a year for its mentions
2026 1 mention in 1 episode
2022 10 mentions in 1 episode
Everything said about Marko Papic, oldest first
Oct 26, 2020 positive
Papic: Top investors prioritize performance over intellectual elegance
“That's why I think some of the best managers are not necessarily people who went to the best schools or not necessarily people who are the best educated in terms of like the length of their education. They're all extremely smart, but they're promiscuous intell…”
Oct 26, 2020 bearish
Oct 26, 2020 bullish
Papic: Bullish on emerging markets for the first time since 2011
“I'm bullish, and it's interesting because I've never been bullish on emerging markets since I joined financial industry, although I haven't been in the industry for that long, so it doesn't mean much, but from 2011 until this year, I've been very bearish”
Oct 26, 2020 negative
Papic: Volcker Defeated Inflation Due to Politics, Not Individual Competence
“Now, most investors will say it was Paul Volcker that did this, and I have a huge problem with that. There's no way that an academic No matter how freakishly tall they may be. There's no way that they get to crush inflation by inducing a recession and high une…”
Oct 26, 2020 negative
Papic: Political analysts do not understand market pricing or entry points
“So I think political analysis professionals don't understand the concept of priced in. They don't understand the concept of having a clear view that can be articulated in the markets. And you may have a very cogent and elegant and parsimonious view on why Pola…”
Oct 26, 2020 neutral
Oct 26, 2020 neutral
Oct 26, 2020
Papic: Geopolitical analysis must focus on constraints rather than preferences
“Preferences are really not the starting point of analysis, because they're a derivative. They're subject to something else, and that's something else's constraints, because unlike preferences, Constraints are not optional.”
Oct 26, 2020 neutral
Papic: Two Mega Tailwinds Drove Global Markets From 1980 to 2010
“They were the wind in our sails from 1980 until 2010. You had these two really important mega trends. One was American hegemony, and so you could kind of ignore the geopolitical stuff like, you know, Azerbaijan, Armenia go to war in early nineties, much less o…”
Oct 26, 2020
Papic: Boring academics yield better geopolitical insights than famous insiders
“I do encourage people to seek out experts and to seek out people who know, but quite often it's the technocrat. It's the academic who's been buried in an ivory tower for the past 30 years looking at this one issue. It's quite often the boring contact that will…”
Feb 28, 2022 neutral
Papic: Green energy transition is redrawing global commodity supply chains
“I think we're redrawing the commodity supply chains because suddenly things like cobalt become extremely relevant to the future of your energy supply. And most of it is found in the Congo and China has really good reach in the Congo.”