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Geopolitics | Global power, conflict & policy

Geopolitics · Global power, conflict, and policy intelligence | Showing 1 of 1

Geopolitics | Global power, conflict & policy

Global power, conflict, and policy — the stories reshaping the world order.

Geopolitics · Showing 1 of 1

The Great US Asset Misprice: Where Smart Money Is Going | Marko Papic (Chief Strategist, BCA Research) | Mauldin Economics

- *"The bond market is saying no more."* - **Marko Papic** (on US fiscal spending) [[00:00:23]](https://www.youtube.com/watch?v=61a6TZQyG-8&t=23s) - *"High energy prices are a cure for high energy prices."* - **Marko Papic** [[00:14:00]](https://www.youtube.com/watch?v=61a6TZQyG-8&t=840s) - *"Europe is actually becoming more and more of a one place... They unite out of fear."* - **Marko Papic**…

Feb 9, 2026·BCA Research
The Great US Asset Misprice: Where Smart Money Is Going | Marko Papic (Chief Strategist, BCA Research) | Mauldin Economics
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The Great US Asset Misprice: Where Smart Money Is Going | Marko Papic (Chief Strategist, BCA Research) | Mauldin Economics

  • "The bond market is saying no more." - Marko Papic (on US fiscal spending) [00:00:23](https://www.youtube.com/watch?v=61a6TZQyG-8&t=23s)
  • "High energy prices are a cure for high energy prices." - Marko Papic [00:14:00](https://www.youtube.com/watch?v=61a6TZQyG-8&t=840s)
  • "Europe is actually becoming more and more of a one place... They unite out of fear." - Marko Papic…
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UJ
Feb 9, 2026