Geopolitical Expert Marko Papic on Ukraine, Commodities, and Ignoring the Media Noise

Published: Jan. 27, 2022, 8:17 p.m.

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The current tensions between Russia and Ukraine have been all over the news\\u2026 perhaps even contributing to this week\'s big market sell-off.

But Dan Ferris\' guest this week on\\xa0Stansberry Investor Hour\\xa0has some reassuring words for any concerned listeners:\\xa0You can relax.\\xa0

Dan sits down with one of his favorite guests -- geopolitical expert Marko Papic, who is the Partner and Chief Strategist at an alternative investment asset management firm. Marko is Dan\'s "No. 1 macro guy" and specializes in geopolitics, macroeconomics, and markets. And Marko says it\'s life as usual right now for folks in Ukraine, and the media noise surrounding the possibility of war is just over-done news hype\\u2026\\xa0

Marko clarifies that if a war does happen, yes of course there would be global and market implications. But for right now, it\\u2019s just a local regional issue being sensationalized by the media.

They also discuss inflation, which Marko says will continue to be an issue. He reminds everyone "This isn\'t the 1970s\\u2026" and that regular folks today "don\\u2019t have the stomach for a real recession" needed to fight inflation.\\xa0\\xa0\\xa0

Dan plays a bit of devil\'s advocate with him about commodities and emerging markets investing, which Marko says is his No. 1 capital allocation idea right now. Despite this being a contrarian idea, he tells Dan that "commodity-linked plays should pay off in 2022."

They touch on COVID\'s continuing effect on the markets, as well as value-growth trades. Plus, don\\u2019t miss Dan\'s opening rant about this week\'s "flash crash."\\xa0

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