GM59: The Geopolitical Tug-of-War: Russia, China & the West ft. Marko Papic

GM59: The Geopolitical Tug-of-War: Russia, China & the West ft. Marko Papic

Join us for an eye-opening discussion on global power dynamics with geopolitics expert Marko Papic, alongside Cem Karsan and myself, where we dive deep into the ongoing tug-of-war between the West, Russia, China, and the rest of the world. Marko sheds light on the United States' push for a clear bipolar world order. He shares his insights on whether the world as we know it is coming to an end and why a Trump presidency may pave the way for trade deals and foreign policy agreements, particularly with rivals like China. Looking ahead, Marko discusses Europe's industrial sector and explains why investing in European industrials could be a smart move. Finally, we explore the complexities of the relationship between Russia and China. Are they as close as we think? And is China's dream of becoming the next superpower within reach? We also delve into the possibility of China's move to invade Taiwan and what it would entail.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

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Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

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And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Cem on Twitter.

Follow Marko on Twitter.

Episode TimeStamps:

02:15 - Marko's current macro framework

07:20 - Moving towards a multi-polar world

14:43 - How is now different from back in the days?

23:36 - Trump landing the deglobalization plane

31:48 - The election - a macro black hole

36:47 - The new world from a non-US perspective

44:18 - What happens with Ukraine?

49:50 - An increased risk for bigger global conflicts?

56:15 - Creating strong relationships

01:02:50 - Will China invade Taiwan in the next 5 years?

01:05:30 - Thanks for listening

Copyright © 2025 – CMC AG – All Rights Reserved

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PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

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2. Daily Trend Barometer and Market Score

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