A Presentation with BCA Research

GeoMacro Strategy

Lunch with Marko Papic, GeoMacro Strategy.

BCA Research GeoMacro has been unabashedly bullish equities and the economy since September 2022. With the US election in the rearview mirror, Chief Strategist Marko Papic will elucidate his view on how policy will affect markets going forward. As one of the earliest progenitors of the “Trump Trade,” Marko called the bond market selloff ahead of the election. How will investors digest policies of the incoming administration and what is the path for markets in 2025?

…Present his controversially bullish view of Europe.
Elucidate why the USD bull market is likely over.
Introduce his GeoMacro framework for harvesting geopolitical alpha.
Offer the past of least resistance for the conflicts in Ukraine and the Middle East.
Articulate best trade and investment ideas for 2025.

Seats are limited so reserve your spot today!

Date: Thursday, February 20, 2025
Location: To be disclosed closer to the event

Marko Papic

GeoMacro Strategy

Marko is a macro and geopolitical expert at BCA Research, a global investment research firm. He provides in-depth analysis that combines geopolitics and markets in a framework called GeoMacro. He is also the author of Geopolitical Alpha: An Investment Framework for Predicting the Future..

At BCA, Marko leads the firm’s premier service, BCA Access, that allows clients to unlock access to custom research and the vast expert network that BCA has cultivated over its 76 year history.

Previously, Marko was a partner at an alternative asset management firm in California where he provided his investors and clients with controversial market calls, bold views, and around-the-clock research. He helped seed global macro hedge funds and curate several funds, across public and private markets. His work on incorporating geopolitics into the asset management industry has become part of the CAIA curriculum.

Born in Belgrade, Serbia, he has lived in Iraq, Jordan, Switzerland, Canada, and the U.S. He has lectured at the top universities and you’ll frequently see him in global news media.