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.
What this episode covers
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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