Best Marko Papic Podcasts (2025)

1
MacroVoices #486 David Rosenberg: Navigating Choppy Waters 1:07:31

6d ago1:07:31

1:07:31

MacroVoices Erik Townsend & Patrick Ceresna welcome, David Rosenberg. They discuss the equity market outlook, inflation, precious metals, the U.S. Dollar, and much more. https://bit.ly/3TJ6MLO 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3ZRPY90 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscrib…

1
Postmortem on the Iran-Israel War 57:19

6d ago57:19

57:19

Jacob Shapiro and Marko Papic discuss the aftermath of the Iran-Israel war, analyzing President Trump's controversial claims of obliterating Iran's nuclear program and the broader geopolitical implications. They critique the media's response, evaluate future scenarios for Iran—including regime stability or shifts toward authoritarianism—and express…

1
America Strikes Iran 1:24:21

10d ago1:24:21

1:24:21

Jacob and Marko break down the U.S. bombing of Iranian nuclear sites, unpacking the strategic logic, historical echoes, and likely retaliation scenarios. They debate the possibility of regime change, Iranian restraint, and why Strait of Hormuz closure is the true red line. The cousins also explore Trump’s foreign policy instincts, the limits of mul…

1
To Bomb or Not To Bomb 1:42:19

13d ago1:42:19

1:42:19

Jacob Shapiro and Marko Papic respond to escalating tensions between Israel and Iran. They unpack the potential for U.S. airstrikes, the unraveling MAGA coalition, and the fantasy of regime change in Iran. Marko draws parallels to the 1999 NATO campaign in Serbia, warning against simplistic assumptions about military power. Jacob proposes four scen…

1
MacroVoices #485 Jeff Currie: The Joule Order 1:09:58

14d ago1:09:58

1:09:58

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Currie. They’ll discuss what Jeff calls the “New Joule Order” and why Jeff says there’s really no limit to how much higher the price of Gold can go given the current macro backdrop. https://bit.ly/4na3hvu 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/44lfjdT ✅Sign up for a FREE …

1
Israel Strikes Iran 1:02:02

19d ago1:02:02

1:02:02

Jacob Shapiro and Marko Papic react in real time to Israel’s stunning military strikes on Iran. With key nuclear sites hit and top Iranian commanders killed, the cousins break down what this means for Iran’s capacity to retaliate, the role (or lack thereof) of U.S. strategy, and why Saudi Arabia’s response might be the most important of all. They e…

1
MacroVoices #484 Rory Johnston: Crude Oil Forward Curve Conundrum 1:09:39

20d ago1:09:39

1:09:39

MacroVoices Erik Townsend & Patrick Ceresna welcome, Rory Johnston. They’ll discuss Rory’s view that the WTI forward curve has taken an unprecedented and bizarre shape, and much more. https://bit.ly/4jSlHOz 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4kWdMk2 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1f…

1
Manufactured Chaos 1:33:38

21d ago1:33:38

1:33:38

Marko and Jacob unpack the media frenzy and political theater surrounding the ICE raids and escalating protests in Los Angeles. Marko cuts through the noise, calling out the mutually parasitic relationship between Trump and the media, and argues that California’s political posturing may hint at deeper national fissures. They dig into immigration hy…

1
The New Age of Making Stuff (or Pretending To) 1:46:56

26d ago1:46:56

1:46:56

Marko tears into the political class’s inability to talk about industrial policy without veering into Cold War nostalgia. He and Jacob unpack why tariffs are back—not as economic tools, but as cultural signals. Marko argues that globalization was always a political project, and it’s unraveling just as planned. From American washing machines to Euro…

1
MacroVoices #483 Vincent Deluard: MAGA vs. Corporate America 58:42

27d ago58:42

58:42

MacroVoices Erik Townsend & Patrick Ceresna welcome, Vincent Deluard. They’ll discuss why Vincent says recessions have been cancelled by monetary policy, and what he sees on the horizon for asset markets. https://bit.ly/43OuZVM 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3HtO1Jx ✅Sign up for a FREE 14-day trial at Big Picture Trading…

1
Alejandra Grindal, Ned Davis Research – Tariff Lesson with Prof. Grindal 49:22

27d ago49:22

49:22

Today’s guest is Alejandra Grindal. Alejandra serves as the Chief Economist for Ned Davis Research. Based in Florida and a graduate (undergraduate and Master’s) of Florida State University, we were pleased to host a true Floridian for this episode. We recently hosted Alejandra for our Annual Dinner for CFA Society Orlando and did such a great job, …

1
Shahab Jalinoos – Breaking the Safe Haven: Implications of a Weaker Dollar 37:36

29d ago37:36

37:36

In this episode, Shahab Jalinoos, Managing Director and Head of G10 FX Strategy at UBS, shares his insights into the structural forces that could weaken the US dollar and challenge its long-standing global safe haven status. He examines the breakdown of traditional cross-asset correlations and explains how shifts in hedging strategies could drive a…

1
MacroVoices #482 Mike Green: What The Market Is Not Discounting 1:00:41

1M ago1:00:41

1:00:41

MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They’ll discuss the tariffs, what they’re really being used for, and why Mike says the President is contradicting himself every time he talks about them. https://bit.ly/4kINH8c 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4khdGDN ✅Sign up for a FREE 14-day trial at Big P…

1
Uber-Manliness 1:32:21

1M ago1:32:21

1:32:21

Marko kicks off this week’s episode with a takedown of Middle East punditry, arguing that Biden’s calm, calculated response to Iran’s attack on Israel is exactly what stability looks like in a multipolar world. While Jacob frets over deterrence and mixed signals, Marko doubles down: ambiguity is the new clarity. They unpack India’s chaotic yet pred…

1
MacroVoices #481 Jim Bianco: This is The End of The Beginning 1:06:07

1M ago1:06:07

1:06:07

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They’ll discuss why Jim believes we’re at the “end of the beginning” — a phrase he uses to describe the evolution of Trump-era economic policies. While the initial phase, dominated by tariff strategies, may be winding down, Jim warns that this is just the opening act. https://bit.ly/3…

1
Maple Syrup and Soft Power 1:51:12

1M ago1:51:12

1:51:12

Marko and Jacob wrap up their Geopolitical Power Draft, spar over Canada’s place in the top 10, and debate whether demographics or tech will shape the next world order. Marko defends Canada with maple syrup, AI, and ag exports, while Jacob sides with rivers, realpolitik, and skepticism. They explore honorable mentions like the UAE, Rwanda, and a hy…

1
MacroVoices #480 Louis-Vincent Gave: What Comes Next After The Trade War Dust Settles 1:12:04

2M ago1:12:04

1:12:04

MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They will discuss the Trump tariffs, what they mean for markets, China, precious metals, and more. https://bit.ly/43nwN7Z 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4miq87u ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscr…

1
Our 2025 Geopolitical Power Draft 1:26:47

2M ago1:26:47

1:26:47

The cousins return with chaos, caffeine, and an inaugural Geopolitical Power Draft - but not before Marko rants about Gulf monarchies, Trump’s diplomatic plane deals, and why Saudi Arabia might out-liberal Israel by 2050. He skewers Western pearl-clutching, explains why Qatar owes him a jet, and declares multipolarity the new default. Along the way…

1
TikTok Dictators and the End of Hegemony 56:52

2M ago56:52

56:52

This week, the cousins speed-run chaos: Houthis hitting Israel, Trump cutting side deals, and Jordan taking heat for not hosting enough sick kids from Gaza. Marko argues that the U.S. is done playing global babysitter, and that might actually be stabilizing. They dig into Israel’s delusions of American loyalty, Burkina Faso’s TikTok dictatorship, a…

1
MacroVoices #479 Anas Alhajji: What Do Saudi Arabia & Allies in OPEC+ Want from Accelerating the Unwinding of Voluntary Cuts? 1:18:35

2M ago1:18:35

1:18:35

Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss OPEC+ production increase & market reactions, Trump’s visit and oil politics, and the long-term outlook for oil and LNG & much more. https://bit.ly/43ldvBg What Do Saudi Arabia & Allies in OPEC+ Want from Accelerating the Unwinding of Voluntary Cuts? - Anas Alhajji 🔻D…

1
A Jew and a Nihilist Talk About The Pope 1:11:30

2M ago1:11:30

1:11:30

After a whirlwind of parenting, flights, and failed schedules, the cousins are back with overreactions and the U.S. dollar’s free fall. They riff on Chinese tech breakthroughs... but Marko's still not buying BYD over a German car. Europe? Left for dead, so maybe it’s time to buy? Jacob freaks out over India-Pakistan tensions, while Marko tries to k…

1
Frank McKenna – Canadian Federal Election Aftermath: A Strong Minority? 33:33

2M ago33:33

33:33

In this episode, Frank McKenna, Deputy Chair at TD Securities and former Canadian ambassador to the US, shares his insights on the outcome of the Canadian federal election, what it means for Prime Minister Carney, and potential implications for financial markets. He explores how external factors shaped Canadians' demand for decisive leadership and …

1
MacroVoices #478 Luke Gromen: Trump Tariff Policy Will Drive Gold Even Higher 1:13:28

2M ago1:13:28

1:13:28

MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They’ll discuss the market’s Trump Tariff Tantrum, as Luke makes the bold case that President Trump could realistically raise enough tariff revenue to exempt the bottom 90% from federal income tax. https://bit.ly/3EOiD7t 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4iEG…

1
MacroVoices #477 Michael Howell: Are We Approaching A Debt Refinancing Crisis 1:08:03

2M ago1:08:03

1:08:03

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They’ll discuss cyclicality of credit markets, why we should think of them as a refinancing system rather than a credit origination system, and what can be learned by taking this street-smart approach to credit market analysis. https://bit.ly/42F9PsA 🔻Download Big Picture Trading …

1
Erez Kalir – The Paradox 1:10:14

2M ago1:10:14

1:10:14

Guest: Erez Kalir Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. This month’s special guest is Porter & Co.’s Director of Biotech Investing, Erez Kalir. You can learn more about Erez here. Show highlights inclu…

1
MacroVoices #475 Daniel Lacalle: Is This The End of The Monetary System As We Know it? 1:12:44

3M ago1:12:44

1:12:44

MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They’ll discuss Trump Tariffs as the European investment community sees them, and discuss whether this is the dawn of a new age in terms of monetary and economic policy cooperation between the United States and Europe. https://bit.ly/43XhGUI 🔻Download Big Picture Trading Chartbook…

1
The Tip of a Peninsula with a Bunch of Crazy People 1:13:17

3M ago1:13:17

1:13:17

Marko unloads on the myth that austerity worked in Greece, calling out lazy linear thinking, Eurozone nerds with Excel models, and Paul Krugman’s fantasy economics. He explains how Greece’s turnaround was real - but not for the reasons anyone thinks - and why Syriza’s U-turn was political heroism, not betrayal. The conversation pivots to India, whe…

1
MacroVoices #475 Simon White: The Dawn of A New Financial Order 1:20:11

3M ago1:20:11

1:20:11

MacroVoices Erik Townsend & Patrick Ceresna welcome, Simon White. They’ll discuss, the Trump Tariff Tornado, treasuries, why the basis trade is blowing up, and much more. https://bit.ly/4jaxsAq 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3YoXiIk ✅Sign …

1
Mike Thrasher, Modus - Family Office 101 1:01:14

3M ago1:01:14

1:01:14

In this episode, the discussion centered around the complexities and dynamics of family offices. Topics covered included the growing number of single-family offices, especially in North America, the typical asset size that justifies establishing a family office, and the transition to multifamily offices to manage costs and expand services. The conv…

1
Let Them Drink Bleach 49:43

3M ago49:43

49:43

Trump's tariff chaos isn’t strategy - it’s a policy car crash in slow motion. Jacob Shapiro and Marko Papic walk listeners through how we got here: tariffs based on 6th grade math, no off-ramps, and the U.S. launching a trade war… against everyone. Meanwhile, the rest of the world’s like, cool, we’ll just trade with each other. This isn’t about toa…

1
Riding on the Hog of a Fiscal Orgy 1:44:23

3M ago1:44:23

1:44:23

Jacob and Marko convene an emergency episode to discuss Liberation Day. Afterwards, they speak to fellow cousin Matt Gertken about President Trump’s comments that he might serve a third presidential term. -- Timestamps: (00:00) - Introduction and Episode Overview (01:46) - Discussion on Tariffs and Trade Deficit (02:58) - Reciprocal Tariffs and Eco…

1
MacroVoices #474 Mike Alkin: Uranium Supply Is In Structural Deficit And The Fuel Buyers Don’t “Get It”! 1:30:24

3M ago1:30:24

1:30:24

MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Alkin. They’ll begin by exploring how it’s even possible that investor sentiment remains so negative, despite what has arguably been the most bullish year ever for nuclear energy news. From there, they’ll dive into a range of topics currently shaping the uranium market. https://bit.ly/42fV8f…

1
Get Off Our Lawn! 59:22

3M ago59:22

59:22

Jacob and Marko make a cousins episode happen even as Jacob is moving into a new office and Marko is on the road – at one point he was literally recording from a bathroom at a hotel in Fort Lauderdale because that is the only place he could get WiFi. What other podcast hosts have that kind of dedication? None! This week the cousins tackle Trump’s l…

1
MacroVoices #473 Matt Barrie: AI of The Storm 1:24:19

3M ago1:24:19

1:24:19

MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie. We’ll discuss the shifting business models in both hardware and software, the emergence of AI agents, the puzzling lack of profitability among AI companies, even at the $200/month Pro tier for tools like ChatGPT, and what the future of AI looks like, particularly when it comes to per…

1
Will the U.S. go to War with Iran? 1:57:40

3M ago1:57:40

1:57:40

Jacob and Marko run down the most important issues of the week: Will the U.S. go to war with Iran? Why did President Erdogan arrest his top rival? Is Indonesia helping or hurting itself by courting its military? And is Chinese consumption really happening? From there, they turn to the kind of geopolitical sports analysis that only they can offer, d…

1
Donald Schneider – Decoding DOGE: The Economic and Market Impact 39:24

3M ago39:24

39:24

In this episode, Donald Schneider, Deputy Head of US Policy at Piper Sandler and former Economic Staffer to Speaker Paul Ryan, provides a comprehensive overview of the Department of Government Efficiency (DOGE). He explains what DOGE is, its impact on the economy and markets, and what to expect going forward. Donald discusses DOGE's unconventional …

1
MacroVoices #472 Lyn Alden: Navigating Headline Driven Markets 1:14:41

3M ago1:14:41

1:14:41

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They’ll discuss everything from what’s next for the stock market to international diversification strategies to energy, gold, Bitcoin and more. https://bit.ly/4hrDqLr Click Here To Register and Watch Stock Repair Strategies using Options Webinar: https://www.bigpicturetrading.com 🔻Down…

1
Marty Fridson – The Dean of High-Yield Debt 44:06

4M ago44:06

44:06

Guest: Marty Fridson Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. This month’s special guest is Porter & Co.’s Director of Distressed Investing, Marty Fridson. You can learn more about Marty here. Show highli…

1
F*cking Around and Finding Out 1:08:38

4M ago1:08:38

1:08:38

The inaugural episode of the Geopolitical Cousins podcast sees Marko and Jacob wax philosophical about net assessments, debate where the Trump administration thinks the world is multipolar, and interrogate what the future of Canada, Europe, and inflation look like in a land of all sticks and no carrots. -- (00:00) - Intro (00:50) - Approach and Pre…

1
MacroVoices #471 Tian Yang: Tariffs Will Continue Until Morale Improves 1:14:29

4M ago1:14:29

1:14:29

MacroVoices Erik Townsend & Patrick Ceresna welcome, Tian Yang. They’ll cover LEIs and break down Variant Perception’s outlooks on everything from stocks and fixed income to FX and commodities, including gold. https://bit.ly/41JzAaB Click Here To Register FREE to Big Picture Trading's Hedging Webinar: https://www.bigpicturetrading.com 🔻Download Big…

1
MacroVoices #470 Michael Every: A Week Where Decades Happen? 1:01:03

4M ago1:01:03

1:01:03

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Michael Every. They'll discuss Michael’s prescient advice to “Take President Trump seriously but not necessarily literally” as he unpacks major headlines, from Oval Office antics and tariffs to executive orders, crypto, global populism, and U.S.-China relations. https://bit.ly/41szF2j 🔻Downl…

1
Herb Greenberg – Red Flags 1:03:07

4M ago1:03:07

1:03:07

For our third episode of year six of the podcast, we welcome Herb Greenberg to the Investors First Podcast. Herb’s career is incredible, with time as a journalist at major news outlets ranging from the Chicago Tribune and San Francisco Chronicle, to the WSJ, and also time at The Street and CNBC. It should be noted that he was born and raised in Flo…

1
MacroVoices #469 Jeff Snider: The Mar-a-Lago Accord Seen Through A Eurodollar Lens 1:09:41

4M ago1:09:41

1:09:41

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Snider. They’ll explore Jeff’s criticisms of the current effort and his perspective on how he would approach it differently if he were involved in the Mar-a-Lago discussions. https://bit.ly/4i8hfL4 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3DlZfxT ✅Sign up for a FREE 14-day …

1
Mason Sexton – The New Prophecy for 2025 43:56

4M ago43:56

43:56

Guest: Mason Sexton Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. This month’s special guest is the Senior Managing Director for the Paulson Investment Company, Mason Sexton. You can learn more about Mason her…

1
MacroVoices #468 Darius Dale: Changing World Order 1:15:39

4M ago1:15:39

1:15:39

MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They will dive into the data intensive slide deck that Darius is best known for and talk about everything from sticky inflation to the growth outlook. https://bit.ly/4b7KviM 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4hJa0cM ✅Sign up for a FREE 14-day trial at Big Pic…

1
MacroVoices #467 Jim Bianco: The Mar-a-Lago Accord 1:22:27

5M ago1:22:27

1:22:27

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They’ll discuss Jim’s opinions on the new ‘Mar-a-Lago Accord,’ which he and others speculate could represent the new monetary world order being considered by the Trump administration. https://bit.ly/4kbt7On 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/41fAmNq ✅Sign up fo…

1
Ali Jaffery – Canada’s Economic Outlook: Tariffs, Trade Wars, and the Cautious Consumer 39:15

5M ago39:15

39:15

In this episode, Ali Jaffery, Executive Director and Senior Economist at CIBC Capital Markets, provides and in-depth analysis of the key macroeconomic themes affecting the Canadian economy. Ali explains why Canadian consumers remain cautious, highlighting the effects of mortgage rate resets and immigration policy changes on the housing market and b…

1
MacroVoices #466 Guy Keller: The Nuclear Story Has Never Been Better 1:03:35

5M ago1:03:35

1:03:35

MacroVoices Erik Townsend & Patrick Ceresna welcome, Guy Keller. They’ll explore all things nuclear—from why spot uranium and uranium miners haven’t kept pace with rising enriched uranium prices to uncovering the best investment opportunities in the sector. https://bit.ly/42K3cXz 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4aRKek0 ✅S…

1
John Bowman, CAIA Association – Alternative Investing in 2035 55:46

5M ago55:46

55:46

For our second episode of year six of the podcast, we welcome my friend John Bowman to the podcast. I can’t say enough positive things about what John is doing with the CAIA Association (as well as his predecessor Bill Kelly), both of whom put investors first, which is what this podcast is all about. John stepped in as CEO at the beginning of 2025 …

1
Edward Dowd – Getting Away From The Fundamentals 53:56

5M ago53:56

53:56

Guest: Edward Dowd Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. This month’s special guest is Edward Dowd – founding member of Phinance Technologies. You can learn more about Edward here. Show highlights incl…

Podcasts Worth a Listen

Marko Papic Podcasts

Podcasts Worth a Listen

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