Gold Reigns Supreme and These Metals Will Follow in Epic Commodities Supercycle
Marko Papic and Wasif Latif believe that a sustained bull market for commodities is on the horizon, led by gold and followed by silver, uranium, and energy. The duo dive into their thesis for a coming commodities supercycle, as well as explaining how geopolitics plays a role for investors looking t…
Why The Gold Bid Isn't Going Away (Jacob Shapiro)
Everything in commodities over the past few years has been driven by geopolitics. So today we're going deep on it with one of the best in the business: Jacob Shapiro.The Inflation Reduction Act, the US-China trade war, Washington taking a stake in MP Materials, Argentina reopening, Indonesia's nick…
Future of Europe
[Monty2026: Geopolitics, National Security, & Government]
Marko Papic (Macro-Geopolitical Chief Strategist, BCA Research); K.T. zu Guttenberg (Chairman, Guttenberg Ventures; former German Defense and Economy Minister)
Marko Papic (Macro-Geopolitical Chief Strategist, BCA Research) and K.T. zu Gut…
CHINA!
[Monty2026: Geopolitics, National Security, & Government]
Marko Papic (Macro-Geopolitical Chief Strategist, BCA Research) and Michael J. Mazarr (Senior Political Scientist, RAND Corporation)
Papic frames the US-China relationship through capital allocation — up to four Xi-Trump summits are expect…
Rabies-infested beavers
Rabies-infested beavers. Not an insult - a fiscal strategy. Canadians have stopped buying bourbon, started flying maple leaf flags in grocery stores, and ~ most importantly ~ handed Mark Carney the political cover to build infrastructure needed since the OG Trudeau. This week: why "size of the figh…
The Fourth Reich
AfD won 44% in Saxony-Anhalt, and the Twittersphere (x-sphere just doesn't hit, sorry) immediately projected Panzer divisions massing on the Polish border. Is AfD kinda scary right-wing populist? For sure. But every right-wing populist party in Europe has faced this same test over the last decade, …
Flies to Poop
The Houthis have an email address. You send them your ship's name, your transponder number, and they send you back a bank account. It's all very cultured. And the Iranians could have taken oil to $200 back in March but... They didn't. The Houthis could have flattened the East-West Pipeline seven ye…
The Warning Label Is The Pitch
OpenAI burned $15 million in three days to beat Anthropic to a Millennium Prize problem. Nobody's quite sure whose work they trained on to do it. This week the cousins bring in their science cousin - physicist Dan Green, Marko's college roommate - to explain what AI is actually doing to math, and w…
Trust the Process!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
Scott Bessent really said “trust the process.”
Bub, do you know the process? It's the Philadelphia 76ers deliberately being the worst team in basketball for half a decade. Pick a better sports metaphor. Anyway, here’s a conspiracy theory nobody on Wall Street will touch - - - - - The Fed isn’t hik…
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