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A Conversation with Geopolitical Strategist Marko Papic on Oil, AI, and Inflation Risks

EPISODE · May 5, 2026 · 30 MIN

A Conversation with Geopolitical Strategist Marko Papic on Oil, AI, and Inflation Risks

from Get Sharpe · host Mackenzie Investments

Marko Papic, Chief Strategist at BCA Research, joins host Dustin Reid to unpack why oil and energy markets have reacted differently than broader global equities. He explores what geopolitical tensions, sticky inflation, and the AI capex boom could mean for markets. Later, co-host Prerna Mathews joins in to discuss the implications for advisors building resilient portfolios.

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A Conversation with Geopolitical Strategist Marko Papic on Oil, AI, and Inflation Risks

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