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This week Kevin & Patrick welcome back to the show, Marko Papic. They discuss Marko’s recent change to BCA Research, how he incorporates geopolitics into his investment framework and why everyone is doing it backwards.

Check Out BCA Research: https://www.bcaresearch.com Follow Marko on X: https://www.x.com/geo_papic

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Geopolitically Promiscuous (Guest: Marko Papic)