Geopolitical Cousins throws together analysts Jacob Shapiro and Marko Papic for some of the most in-depth, off-the-wall geopolitical analysis in the world.
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Marko Papic Podcasts
Official Wealthion Podcast Feed. Learn about money and the markets from leading investors from around the world, and discover how to build a more resilient, long-term plan for your investment portfolio. Look for new episodes each week.
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Host Anthony “Pomp” Pompliano talks to the most interesting people in business, finance, and Bitcoin. From billionaires to cultural icons, Pomp helps you get smarter every day.
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WTFinance is a podcast hosted by Anthony Fatseas breaking down the complex world of finance, investing and trading to make it accessible for everyone. We provide weekly interviews with Finance, Trading and Investing experts on YouTube and Podcast platforms. WTFinance believes knowledge of Finance and Investing is a right everyone should have access to. Our ambitions is to provide this to the world through our podcast and future offerings. If you would like to collaborate, please email us at ...
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The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer’s, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor. *The CFA Institute awarded CFA Society Orlando the 2020 ...
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The Porter & Co. Black Label Podcast, led by Porter Stansberry, offers provocative insights that lead to lasting wealth.
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End of US Exceptionalism as Global Order Breaks with Marko Papic
49:04
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49:04Interview recorded - 3rd of July, 2025On this episode of the WTFinance podcast I have the pleasure of welcoming back Marko Papic. Marko is chief strategist at at BCA Research. He is also the author of Geopolitical Alpha: An Investment Framework for Predicting the Future.During our conversation we spoke about Marko's current thoughts on the geopolit…
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#1570 Marko Papic | The Case for $250K Bitcoin in a Falling Dollar World
48:23
48:23
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48:23Marko Papic is the Chief Strategist at BCA Research. In this conversation we talk about what is happening in the market, why he is bullish, what is happening with the dollar, tariffs, bitcoin, gold, global conflict, and how all these different events impact your portfolio. ======================= Simple Mining makes Bitcoin mining simple and access…
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Marko Papic: The U.S. Gravy Train Is Ending — Cut Your U.S. Exposure in Half?!
1:07:43
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1:07:43BCA Research chief strategist Marko Papic says it’s time to halve your U.S. exposure! America’s post-pandemic out-performance, he argues, was “fueled by drunken-sailor spending”, and that fiscal sugar rush is ending. A Trump 2.0, Big Beautiful Budget deal that cuts entitlements could push bond yields lower, the dollar weaker, and global markets hig…
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#1572 Jordi Visser | BITCOIN NEW ALL-TIME HIGH MEANS WE GO HIGHER!
45:08
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45:08Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation we discuss why bitcoin is breaking out, how he knew it was going to happen, the next move for bitcoin, stocks, tariffs, and how the world will change with AI. ======…
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Hot Markets Call for a Cool-Headed Approach | Rise UP!
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35:02This week, Nvidia has crossed the $4 trillion threshold in market cap while US stocks continue to march upward—all seems relatively well in the markets, right? However, as US equity valuations continue to balloon, investors should consider how that might pose problems for their portfolios down the line. Rise Up! host Terri Kallsen, managing partner…
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They Will Print Money Until Market Crashes with Marc Faber
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40:40Interview recorded - 8th of July, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Marc Faber. Marc is a well known contrarian investor & the Editor and Publisher of the “Gloom, Boom & Doom Report”.During our conversation we spoke about Marc's economic outlook, the wealth divide, why government causes all problems, …
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Jordi Visser Believes Stablecoins are the Bridge to the New Financial System
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49:38In this eye-opening and insightful discussion, Chris Perkins, Managing Partner and President of CoinFund and macro thinker and founder of Visserlabs, Jordi Visser, explore the profound impacts of AI and crypto on the future of the global economy and investment landscape. Jordi argues we will soon see a significant societal and financial shift: that…
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Dr. Doom: We’re In For An Epic Economic Collapse Where Not Even The Wealthy Are Safe
46:40
46:40
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46:40In this stark and sometimes disturbing discussion, Jimmy Connor speaks with “Dr. Doom” Marc Faber, who offers his brutally honest assessment of the global and U.S. economies, asserting that while financial markets may be at all-time highs, the real economy is struggling, particularly for the middle and lower classes. He says the severe wealth inequ…
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Realpolitik with Range (Trade Value Leaders Index P2)
2:06:09
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2:06:09Jacob Shapiro and Marko Papic deliver part two of their Trade Value Leaders ranking—a spirited, analytical exercise measuring global leaders by their geopolitical utility. Shapiro leans into controversial picks like Lula and Netanyahu, defends the logic behind selecting Orban, and emphasizes competence over charisma. Marko defends bold picks like S…
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Coaching, Creating Your Own Window & Capital Allocation: Chris Hyzy’s Playbook
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1:05:06Today’s guest is Chris Hyzy. Chris is Managing Director and Chief Investment Officer supporting Bank of America Private Bank and Merrill Lynch (within Bank of America Corporation). He leads investment strategy, asset allocation, equity and fixed income management, due diligence, and wealth planning guidance. Previously, he was CIO and Chief Investm…
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Nothing Stops This Deficit Train with Lyn Alden
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47:47Interview recorded - 7th of July, 2025On this episode of the WTFinance podcast I have the pleasure of welcoming back Lyn Alden. Lyn is one of the foremost macro strategists, Founder of Lyn Alden Investment Strategy & author of the book “Broken Money: Why Our Financial System is Failing Us and How We Can Make it Better”.During our conversation we sp…
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#1571 Anthony & John Pompliano | How Bitcoin Conquered Wall Street
46:50
46:50
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46:50Anthony Pompliano and John Pompliano discuss everything that is happening with bitcoin, why bitcoin ETFs are making more money than S&P EFTs, US dollar collapse and what that means for asset prices, why Elon Musk wants to start a new political party, and how this all affects your portfolio. ======================== Core is the leading Bitcoin scali…
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Peter Boockvar warns that while markets look great, economic growth doesn’t
51:42
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51:42In this in-depth interview with Maggie Lake, chockfull of investing advice, Peter Boockvar, CIO of Bleakley Financial and Editor of the popular Substack the “Boockvar Report” offers crucial insights into the markets and the U.S. economy. With significant concerns over the impact of tariffs and a belief that valuations haven’t priced in the risk… he…
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Copper Stocks are Fluctuating Now, But Analysts Say There is the Potential For Long-Term Gain
42:49
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42:49We're launching our month-long deep dive into Copper as an investment. A crucial element in the development of AI components, EVs, and green energies, copper is on the move. But with global inventories plummeting and some stocks taking a dip as investors take short-term profits, what is its future? In this special episode, Wealthion partners with S…
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It’s Now A Long-Term Buy the Dips Market | Rise UP!
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44:15On a day where the S&P hit a new high and the “Big, Beautiful Bill” got passed, Rise UP host Terri Kallsen and Co-Host Joe Duran — Managing Partners at Rise Up Growth Partners — are joined by Grimes & Co. CEO and CIO Kevin Grimes for an in-depth look at the markets and what the bill means for your portfolio and wealth management. And everyone is af…
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Jacob Shapiro and Marko Papic debut a provocative “Trade Value Index” - ranking the top 30 global leaders by geopolitical and economic value, modeled after Bill Simmons’ NBA Trade Value framework. They debate each pick based on leadership effectiveness, economic performance, future potential, and strategic skill. Categories include “products of the…
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#1569 Anthony & Polina Pompliano | Is the Fed Too Late to Stop Bitcoin’s Rise?
45:42
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45:42Polina Pompliano and Anthony Pompliano discuss why the dollar is weakening, what will happen with the economy, how bitcoin could be impacted, Jerome Powell and inflation, Trump vs Elon, and why socialism is rising in New York. ======================= Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitc…
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Interview recorded - 1st of July, 2025On this episode of the WTFinance market I had the pleasure of welcoming back David Hunter. David is Chief Macro Strategist of Contrarian Macro Advisors 52 and one of the few who have been bullish over the past few years. During our conversation we spoke about the disconnect between the economy and markets, tari…
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#1568 CZ's Story: From No Electricity to Bitcoin Billionaire
1:14:07
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1:14:07CZ is the founder of Binance, and is one of the most successful entrepreneurs of our lifetime. In this conversation we talk about when he first bought bitcoin in 2013, his childhood with no electricity or running water, career before finding bitcoin, starting Binance, managing bear and bull cycles, regulation, his time in prison, and what the futur…
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Michael Oliver: This Market Rally Is a Trap, Get Ready for a Major Top Like in 2000 & 2007!
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54:09
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54:09Is the recent S&P 500 rally a bull trap? Momentum expert Michael Oliver says yes, and the consequences could be brutal. In this powerful interview with James Connor, Oliver draws eerie parallels to the 2000 and 2007 tops, warning that the market’s internal structure has already broken, and investors are being lulled into a false sense of security. …
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Buy, Hold, Sell: Jonathan Wellum on the Rules of Smart Investing
51:13
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51:13How do top investors decide when to buy, sell, or hold a stock, and stick with it for decades? In this deep-dive interview, Jonathan Wellum, CEO of RockLinc Investment Partners, breaks down the exact investment process he’s used for 35 years to deliver long-term wealth for clients. Wellum walks us through: How to identify durable and great business…
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#1567 Jordi Visser | Why Bitcoin & Stocks Are At All-Time Highs
44:12
44:12
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44:12Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation we discuss AI acceleration, why stocks, gold, bitcoin are hitting all-time highs, market outlook for second half of the year, how Salesforce is using AI, the governm…
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The Knives are Out for Powell! | Rise UP!
40:31
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40:31In this week’s Rise UP! Host Terri Kallsen, Managing Partner of Rise Growth Partners is joined by Bleakley Financial CIO Peter Boockvar and CEO Andy Schwartz for a riveting conversation revolving around the questions: is the recession risk off, the internal battle for Fed Chair Powell’s job and the ramifications of “easy money” and a big win for A.…
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Global War For US Dollar Supremacy? with Doomberg
29:59
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29:59Interview recorded - 26th of June, 2025On this episode of the WTFinance podcast I have the pleasure of welcoming back Doomberg. During our conversation we spoke about the potential consequences of war, UN security council irrelevant, WW3, Russia beating NATO, global war of de-dollarisation, $60 oil base and more. I hope you enjoy!0:00 - Introductio…
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David Woo: Trade War Will Be Back In July — Stocks Are Tariff-Doomed!
57:25
57:25
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57:25Economist-strategist David Woo says investors are mis-pricing everything: Trump’s soon-to-be revived tariff war, China’s rare-earth dominance, and an AI bubble that’s ripe to burst. Betting on U.S. equities while ignoring these risks, he argues, is the fastest way to get burned. In this explosive interview with Maggie Lake, Woo explains why: Higher…
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Jacob Shapiro and Marko Papic discuss the aftermath of the Iran-Israel war, analyzing President Trump's controversial claims of obliterating Iran's nuclear program and the broader geopolitical implications. They critique the media's response, evaluate future scenarios for Iran—including regime stability or shifts toward authoritarianism—and express…
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Steve Hanke: Recession Is Coming — The Fed, Trump & Wall Street Are Blind
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46:17Economist Steve Hanke says a U.S. recession is almost inevitable, and warns that the Fed, Wall Street, and Donald Trump are all looking in the wrong direction. In this sharp, wide-ranging interview with James Connor, he explains why ignoring money supply is a fatal flaw in today’s policy and why the economy may be headed for a major contraction. Ha…
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Economic Regime Change Not Seen Since 1930's! with Steve Hanke
27:38
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27:38Interview recorded - 20th of June, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Professor Steve Hanke. Steve is the Professor of Applied Economics and Founder and Co-Director of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise at The Johns Hopkins University. He is also th…
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#1566 Anthony & Polina Pompliano | How Geopolitics Are Making Bitcoin Stronger
30:48
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30:48Polina Pompliano and Anthony Pompliano discuss what is going on with bitcoin, bitcoin treasury companies, impact of geopolitical conflicts, stock market, and a little behind the scenes of announcing a bitcoin treasury company. ======================= Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glo…
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Simon Hunt’s 2025–2028 Crash Warning — Stagflation, War & the BRICS Gold Move
41:51
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41:51Economist and strategist Simon Hunt lays out a bold, non-consensus vision of the years ahead, and it’s nothing short of a global reset. In this gripping interview with Maggie Lake, Simon reveals why the U.S. is already in recession, why inflation is far worse than reported, and how a geopolitical escalation with Iran could accelerate the collapse o…
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Jacob Shapiro: U.S. Bombs Iran, Now What? — Trump's Gamble, WW3 Fears & A Global Power Shift
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47:45After the U.S. bombed Iran’s nuclear facilities last Saturday, many fear the outbreak of World War III. But geopolitical strategist Jacob Shapiro says something more dangerous may be unfolding: U.S. unpredictability is accelerating global realignment, weakening alliances, and fueling the decline of the dollar. In this must-watch interview with Magg…
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Jacob and Marko break down the U.S. bombing of Iranian nuclear sites, unpacking the strategic logic, historical echoes, and likely retaliation scenarios. They debate the possibility of regime change, Iranian restraint, and why Strait of Hormuz closure is the true red line. The cousins also explore Trump’s foreign policy instincts, the limits of mul…
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#1565 Jordi Visser | Bitcoin Is Front-Running the AI Revolution
52:12
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52:12Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation we discuss why the Fed did not cut interest rates, how to think about inflation, Israel & Iran, how big bitcoin can get, AI, and market outlook. ====================…
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War & Tariffs Knock At Market’s Door | Rise UP!
37:34
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37:34In this week’s Rise UP! Rise Up’s Terri Kallsen, Grimes and Company Principal and Wealth Manager Emily Wood, and Research Director and Portfolio Manager Ben Wallace analyze the week’s big stories and their effects on markets. From the conflict between Israel and Iran to the Fed decision on interest rates to the passing of the Genius Act and its pot…
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Last Rally Before Market Crash with Henrik Zeberg
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34:39Interview recorded - 20th of June, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Henrik Zeberg. Henrik is also the Head Macro Economist at Swissblock.During our conversation we spoke about the volatile markets, the FED ignoring data, bond market, economy vs markets, global economics, and more. I hope you enjoy!0:…
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#1564 Paolo Ardoino | Tether Is A $2 TRILLION Company?!
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49:35Paolo Ardoino is the CEO of Tether and the CTO of Bitfinex. In this conversation we talk about stablecoins, regulation in the United States, plans for the $13 billion of profit, investments in AI, and what their plans are for the future. ======================= Maple Finance is where real money meets real yield. With over $1.5B managed, Maple offer…
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Chris Casey: The Missed Budget Opportunity & the Looming Fiscal Crisis
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30:37Description: Windrock Wealth Management’s Chris Casey joins Trey Reik to deliver a stark warning: the new budget bill is being dangerously misunderstood, and it could unleash a fiscal and market crisis. With U.S. debt surpassing $37 trillion and deficits exceeding $2 trillion, Casey explains why 2025 may be the year the financial reckoning finally …
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Jacob Shapiro and Marko Papic respond to escalating tensions between Israel and Iran. They unpack the potential for U.S. airstrikes, the unraveling MAGA coalition, and the fantasy of regime change in Iran. Marko draws parallels to the 1999 NATO campaign in Serbia, warning against simplistic assumptions about military power. Jacob proposes four scen…
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Harry Dent: 90% Market Crash Coming - What to Do Before & After It Hits
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49:28Economist and author Harry Dent delivers his most urgent warning yet: the U.S. economy is heading into the biggest crash in modern history, and the fallout will be far worse than 2008. In this explosive interview with Maggie Lake, Dent explains why the bubble is already bursting, how stocks could fall up to 90%, and why real estate is ground zero f…
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Central Banks Playing with FIRE by Printing More Money with Clive Thompson
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36:03Interview recorded - 6th of June, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Clive Thompson. Clive has years of experience in the wealth management industry & a unique insight into central banks.During our conversation we spoke about what Clive is seeing in the economy, financial repression, changing system, U…
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Crypto’s Tipping Point Is Here: Stablecoins, Tokenization & the Institutional Boom | Chris Perkins
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57:39Crypto isn’t just recovering, it’s evolving. Christopher Perkins, President of CoinFund, joins Wealthion’s Maggie Lake to explain why we’re entering a new era of digital finance. They break down the rise of stablecoins (which could drive $2T in Treasury demand), the tokenization of real-world assets (from stocks to real estate), and why U.S. regula…
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