Transcript
Introduction
Patrick
Our guest today is Marko Papic, Partner and Chief Strategist at Clock Tower Group, where he leads the firm's research on macroeconomics and markets. Marko has spent his career at the intersection of finance and geopolitics, making him a perfect person to speak to about current events in Ukraine and their potential impact further afield. Along with Russia and Ukraine, we discussed the Fed, inflation, China, the Green Energy Transition, and the U.S.'s position in the global order. Please enjoy this discussion with Marko Papic.
The Ukraine-Russia Conflict and the Evolution of Warfare
Patrick
So Marko, maybe the appropriate place to begin, I guess we have to given what's going on in the world, is just with your up to date, we're recording on March 8, 2022, your current snapshot of what is happening in Ukraine, Russia, and how it has evolved in the first 10 to 14 days or so of the conflict. I want to start there because it's the most important thing happening in the world, but then obviously spend a ton of time talking through near-term and long-term investing and economic implications of what's happening, but let's orient the audience by you describing your interpretation of what's happened so far.