Marko Papic (@Geo_papic) is one of the leading analysts in the world at the intersection of macro economics and geopolitics. This conversation will make you think more critically about what is happening in financial markets, how global conflict impacts your portfolio, and where the next threat or risk may be hiding. Marko goes deep on bitcoin, gold, the US dollar, and the stock market as well. Enjoy! TIMESTAMPS: 0:00 - Intro 1:20 - Bullish market, bearish US dollar? 4:30 - Why the market hit all-time highs after tariffs 6:36 - Fed’s involvement in monetary policy 12:27 - What scares Marko about the market? 18:02 - Impact of tariffs around the world 21:07 - The dollar, bitcoin, gold 33:26 - Adoption of stablecoins 36:41 - Geopolitical conflicts around the world 43:14 - Impact of potential domestic terrorism