Papic: Q1 2025 Asset Performance Trends Will Continue for Five Years
Marko Papic · Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440) · Apr 14, 2025 · at 57:32
Macro strategist Marko Papic argues that early 2025 global asset performance trends indicate the true market winners and losers for the next five years.
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“If you just look at asset performance in January, February, and March, that is the truth. If you're a long-term capital allocator, go back, look at the performance January, February, March. That's the truth. You see who the winners and losers are, and that I think is going to continue for five years.”
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