Use code FG20 to get 20% off Blockworks\u2019 Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london\nFollow Marko Papic on Twitter https://twitter.com/Geo_papic\nFollow Jack Farley on Twitter https://twitter.com/JackFarley96\nFollow Forward Guidance on Twitter https://twitter.com/ForwardGuidance\nFollow Blockworks on Twitter https://twitter.com/Blockworks_\n__\nTimestamps:\n(00:00) Introduction\n(00:18) Geopolitical Risks Are Often Mispriced\n(09:20) Papic's Outlook on Russia-Ukraine War\n(13:30) Blank Checks For Ukraine Are Getting Very Politically Expensive For Western Politicians\n(23:11) Military Alliances Can Be Dangerous\n(25:41) Papic on Israel-Hamas War: "Palestinian Issues Have Never Had A Market Impact"\n(27:31) Papic Believes That Conflict "Will Be Contained To Israel"\n(34:29) Gold's Recent Rally As Central Banks Diversify Away From U.S. Dollar\n(37:16) The Market Has Become Aware That World Is Increasingly Multipolar\n(42:39) Analogy To World War 1 and World War 2\n(48:00) What Makes A Great Power?\n(52:19) What Are China's Global Ambitions As A Great Power?\n(59:35) China & Taiwan\n(01:06:58) U.S.-China Economic Relations (Flow of Trade and Capital)\n(01:11:05) There Will Be A Huge Buying Opportunity In China Over Next 12-18 Months\n(01:13:27) U.S. Presidential Election\n(01:16:47) I Think There's No Way In Hell The Fed Raises Rates Over The Next Twelve Months\n(01:19:43) American Elites Are Not Very Smart\n\n__\nDisclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.