Best Marko Papic Podcasts (2025)

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17 Seconds or Less 1:24:31

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1d ago1:24:31

1:24:31

Marko and Jacob dive into the latest twists of the Russia-Ukraine conflict. Marko makes the case that Russia’s size—once its biggest advantage—is now a glaring weakness, as Ukraine’s drones expose just how fragile pipelines, refineries, and infrastructure really are. Along the way, they poke fun at NATO’s cautious responses, revisit Poland’s not-so…

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Elon and Orwell 1:34:20

8d ago1:34:20

1:34:20

Pokemon cards outperforming Meta, Cornell students skinning bears, and Elon Musk misusing Orwell... Welcome to this Geopolitical Cousins episode 25. Jacob and Marko continue their conversation about the assassination of Charlie Kirk, arguing that his killing was likely driven less by ideology and more simply a symptom of disaffected young men radic…

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Political Violence And Theater 1:17:39

15d ago1:17:39

1:17:39

Jacob and Marko open up today's emergency episode with a sobering reflection on the assassination of Charlie Kirk, part of a disturbing rise in U.S. political violence. They urge caution against rushing to assign motives before facts emerge, warning that both left and right are exploiting the tragedy for division. From there, the episode dives into…

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We're So Back (It's So Over) 1:25:55

22d ago1:25:55

1:25:55

After battling several rounds of pneumonia, Jacob Shapiro rejoins the fray with Marko and tackles the whole month of missed content. The two spar over vaccine mandates and the cultural recycling of movies before turning to the economic disruptions posed by artificial intelligence. From there, the discussion moves to geopolitics: a hot-mic exchange …

1
Matt Orosz, Trinity Family Builders – Current State of Housing & Homebuilders 56:31

2M ago56:31

56:31

Today’s guest is Matt Orosz. Matt Orosz is Co-President of Trinity Family Builders, launched in March 2024 by the Orosz brothers in Central Florida. He oversees marketing, sales, land acquisition & operations. Before starting Trinity Family Builders, he co-founded Royal Oak Homes (2011) and Hanover Family Builders (2017), both high-growth companies…

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George Gammon - America’s Debt Crisis 1:34:56

2M ago1:34:56

1:34:56

Guest: George Gammon Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. This month’s special guest is Rebel Capitalist, investor, and educator George Gammon. You can learn more about George here. Show highlights in…

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What The F*ck Is a Framework Trade Agreement??? 1:15:24

2M ago1:15:24

1:15:24

Jacob and Marko roll out their first “Geopolitical Six Pack,” each bringing three key global developments to the table. They unpack the Trump-EU “framework” trade deal, argue over the strategic logic of tariffs, and assess Europe’s long game. From Taiwan’s volatile domestic politics to Trump’s AI policy pivot and Chinese tech strategy, the cousins …

1
Putin’s Out of Time, Not Troops 54:36

2M ago54:36

54:36

Jacob Shapiro and Marko Papic dive into the shifting dynamics of the Russia-Ukraine war and Trump’s evolving stance. They analyze Trump’s 50-day ultimatum to Putin, potential secondary sanctions, and U.S. weapons sales to NATO. The conversation critiques misconceptions about Trump’s loyalty, explores Putin’s domestic challenges, and assesses the po…

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Brett Gardner – The Best Buffett Book Ever 56:03

2M ago56:03

56:03

Guest: Brett Gardner Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. This month’s special guest is the author of Buffett's Early Investments, Brett Gardner. You can learn more about Brett here. Show highlights i…

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Realpolitik with Range (Trade Value Leaders Index P2) 2:06:09

3M ago2:06:09

2:06:09

Jacob 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 1:05:06

3M ago1:05:06

1:05:06

Today’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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The Trade Value Leader Index 1:26:04

3M ago1:26:04

1:26:04

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…

1
Postmortem on the Iran-Israel War 57:19

3M ago57:19

57:19

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…

1
America Strikes Iran 1:24:21

3M ago1:24:21

1:24:21

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…

1
To Bomb or Not To Bomb 1:42:19

3M ago1:42:19

1:42:19

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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Israel Strikes Iran 1:02:02

3M ago1:02:02

1:02:02

Jacob Shapiro and Marko Papic react in real time to Israel’s stunning military strikes on Iran. With key nuclear sites hit and top Iranian commanders killed, the cousins break down what this means for Iran’s capacity to retaliate, the role (or lack thereof) of U.S. strategy, and why Saudi Arabia’s response might be the most important of all. They e…

1
Manufactured Chaos 1:33:38

4M ago1:33:38

1:33:38

Marko and Jacob unpack the media frenzy and political theater surrounding the ICE raids and escalating protests in Los Angeles. Marko cuts through the noise, calling out the mutually parasitic relationship between Trump and the media, and argues that California’s political posturing may hint at deeper national fissures. They dig into immigration hy…

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The New Age of Making Stuff (or Pretending To) 1:46:56

4M ago1:46:56

1:46:56

Marko tears into the political class’s inability to talk about industrial policy without veering into Cold War nostalgia. He and Jacob unpack why tariffs are back—not as economic tools, but as cultural signals. Marko argues that globalization was always a political project, and it’s unraveling just as planned. From American washing machines to Euro…

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Alejandra Grindal, Ned Davis Research – Tariff Lesson with Prof. Grindal 49:22

4M ago49:22

49:22

Today’s guest is Alejandra Grindal. Alejandra serves as the Chief Economist for Ned Davis Research. Based in Florida and a graduate (undergraduate and Master’s) of Florida State University, we were pleased to host a true Floridian for this episode. We recently hosted Alejandra for our Annual Dinner for CFA Society Orlando and did such a great job, …

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Uber-Manliness 1:32:21

4M ago1:32:21

1:32:21

Marko kicks off this week’s episode with a takedown of Middle East punditry, arguing that Biden’s calm, calculated response to Iran’s attack on Israel is exactly what stability looks like in a multipolar world. While Jacob frets over deterrence and mixed signals, Marko doubles down: ambiguity is the new clarity. They unpack India’s chaotic yet pred…

1
Maple Syrup and Soft Power 1:51:12

4M ago1:51:12

1:51:12

Marko and Jacob wrap up their Geopolitical Power Draft, spar over Canada’s place in the top 10, and debate whether demographics or tech will shape the next world order. Marko defends Canada with maple syrup, AI, and ag exports, while Jacob sides with rivers, realpolitik, and skepticism. They explore honorable mentions like the UAE, Rwanda, and a hy…

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Our 2025 Geopolitical Power Draft 1:26:47

4M ago1:26:47

1:26:47

The cousins return with chaos, caffeine, and an inaugural Geopolitical Power Draft - but not before Marko rants about Gulf monarchies, Trump’s diplomatic plane deals, and why Saudi Arabia might out-liberal Israel by 2050. He skewers Western pearl-clutching, explains why Qatar owes him a jet, and declares multipolarity the new default. Along the way…

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TikTok Dictators and the End of Hegemony 56:52

5M ago56:52

56:52

This week, the cousins speed-run chaos: Houthis hitting Israel, Trump cutting side deals, and Jordan taking heat for not hosting enough sick kids from Gaza. Marko argues that the U.S. is done playing global babysitter, and that might actually be stabilizing. They dig into Israel’s delusions of American loyalty, Burkina Faso’s TikTok dictatorship, a…

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A Jew and a Nihilist Talk About The Pope 1:11:30

5M ago1:11:30

1:11:30

After a whirlwind of parenting, flights, and failed schedules, the cousins are back with overreactions and the U.S. dollar’s free fall. They riff on Chinese tech breakthroughs... but Marko's still not buying BYD over a German car. Europe? Left for dead, so maybe it’s time to buy? Jacob freaks out over India-Pakistan tensions, while Marko tries to k…

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Erez Kalir – The Paradox 1:10:14

5M ago1:10:14

1:10:14

Guest: Erez Kalir Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. This month’s special guest is Porter & Co.’s Director of Biotech Investing, Erez Kalir. You can learn more about Erez here. Show highlights inclu…

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The Tip of a Peninsula with a Bunch of Crazy People 1:13:17

5M ago1:13:17

1:13:17

Marko unloads on the myth that austerity worked in Greece, calling out lazy linear thinking, Eurozone nerds with Excel models, and Paul Krugman’s fantasy economics. He explains how Greece’s turnaround was real - but not for the reasons anyone thinks - and why Syriza’s U-turn was political heroism, not betrayal. The conversation pivots to India, whe…

1
Mike Thrasher, Modus - Family Office 101 1:01:14

6M ago1:01:14

1:01:14

In this episode, the discussion centered around the complexities and dynamics of family offices. Topics covered included the growing number of single-family offices, especially in North America, the typical asset size that justifies establishing a family office, and the transition to multifamily offices to manage costs and expand services. The conv…

1
Let Them Drink Bleach 49:43

6M ago49:43

49:43

Trump's tariff chaos isn’t strategy - it’s a policy car crash in slow motion. Jacob Shapiro and Marko Papic walk listeners through how we got here: tariffs based on 6th grade math, no off-ramps, and the U.S. launching a trade war… against everyone. Meanwhile, the rest of the world’s like, cool, we’ll just trade with each other. This isn’t about toa…

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Riding on the Hog of a Fiscal Orgy 1:44:23

6M ago1:44:23

1:44:23

Jacob and Marko convene an emergency episode to discuss Liberation Day. Afterwards, they speak to fellow cousin Matt Gertken about President Trump’s comments that he might serve a third presidential term. -- Timestamps: (00:00) - Introduction and Episode Overview (01:46) - Discussion on Tariffs and Trade Deficit (02:58) - Reciprocal Tariffs and Eco…

1
Get Off Our Lawn! 59:22

6M ago59:22

59:22

Jacob and Marko make a cousins episode happen even as Jacob is moving into a new office and Marko is on the road – at one point he was literally recording from a bathroom at a hotel in Fort Lauderdale because that is the only place he could get WiFi. What other podcast hosts have that kind of dedication? None! This week the cousins tackle Trump’s l…

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Will the U.S. go to War with Iran? 1:57:40

6M ago1:57:40

1:57:40

Jacob and Marko run down the most important issues of the week: Will the U.S. go to war with Iran? Why did President Erdogan arrest his top rival? Is Indonesia helping or hurting itself by courting its military? And is Chinese consumption really happening? From there, they turn to the kind of geopolitical sports analysis that only they can offer, d…

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Marty Fridson – The Dean of High-Yield Debt 44:06

6M ago44:06

44:06

Guest: Marty Fridson Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. This month’s special guest is Porter & Co.’s Director of Distressed Investing, Marty Fridson. You can learn more about Marty here. Show highli…

1
F*cking Around and Finding Out 1:08:38

7M ago1:08:38

1:08:38

The inaugural episode of the Geopolitical Cousins podcast sees Marko and Jacob wax philosophical about net assessments, debate where the Trump administration thinks the world is multipolar, and interrogate what the future of Canada, Europe, and inflation look like in a land of all sticks and no carrots. -- (00:00) - Intro (00:50) - Approach and Pre…

1
Herb Greenberg – Red Flags 1:03:07

7M ago1:03:07

1:03:07

For our third episode of year six of the podcast, we welcome Herb Greenberg to the Investors First Podcast. Herb’s career is incredible, with time as a journalist at major news outlets ranging from the Chicago Tribune and San Francisco Chronicle, to the WSJ, and also time at The Street and CNBC. It should be noted that he was born and raised in Flo…

1
Mason Sexton – The New Prophecy for 2025 43:56

7M ago43:56

43:56

Guest: Mason Sexton Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. This month’s special guest is the Senior Managing Director for the Paulson Investment Company, Mason Sexton. You can learn more about Mason her…

1
John Bowman, CAIA Association – Alternative Investing in 2035 55:46

8M ago55:46

55:46

For our second episode of year six of the podcast, we welcome my friend John Bowman to the podcast. I can’t say enough positive things about what John is doing with the CAIA Association (as well as his predecessor Bill Kelly), both of whom put investors first, which is what this podcast is all about. John stepped in as CEO at the beginning of 2025 …

1
Edward Dowd – Getting Away From The Fundamentals 53:56

8M ago53:56

53:56

Guest: Edward Dowd Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. This month’s special guest is Edward Dowd – founding member of Phinance Technologies. You can learn more about Edward here. Show highlights incl…

1
Tom Lee, Fundstrat – 2025 Market Outlook 48:54

9M ago48:54

48:54

To kick off year six of the Investors First Podcast, today’s guest is Tom Lee. Tom is the Managing Partner and Head of Research at Fundstrat Global Advisors, with over 25 years of experience in equity research. Formerly J.P. Morgan's Chief Equity Strategist, he is a top-ranked strategist and you will frequently find him on CNBC. Lee holds a BS in E…

1
Jim Rickards – AI, Debt, And The Global Economy 1:15:20

10M ago1:15:20

1:15:20

Guest: Jim Rickards Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. This month’s special guest is Jim Rickards – editor of Strategic Intelligence. You can learn more about Jim’s new book, MoneyGPT, here. Show hi…

1
Rob Arnott, Research Affiliates – Getting Dumped, AI, & Expected Returns 1:03:02

10M ago1:03:02

1:03:02

Today’s guest is Rob Arnott, Founder and Chairman of Research Affiliates, where he actively contributes to research, portfolio management, product innovation, business strategy, and client relations. He co-manages several funds, including the PIMCO All Asset and RAE™ funds. Throughout his career, Rob has challenged conventional financial wisdom and…

1
Marlena Lee, PhD – Fama, Factors & Women in Finance 1:01:24

10M ago1:01:24

1:01:24

Today’s guest is Marlena Lee. Marlena is Dimensional Fund Advisor’s (DFA) Global Head of Investment Solutions, leading a team focused on investment thought leadership and client education. She is also a member of DFA’s Investment Research Committee. Founded in 1981, DFA is a global asset management firm with ~$800B in assets under management, known…

1
Marko Papic - An International Deep Dive 54:46

11M ago54:46

54:46

Guest: Marko Papic Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk with a series of very special guests about markets, politics, and life. In this episode, the very special guest is Marko Papic – Chief Strategist of BCA Research… the essential source of macroeconomic research. You c…

1
Marko Papic – GeoMacro Lens on U.S. Election, China Policy, & Markets 53:51

11M ago53:51

53:51

Today’s guest is Marko Papic, Marko leads BCA Research's BCA Access and developed GeoMacro Research, the first discretionary macro-geopolitical investment strategy in finance. He connects clients with a broad expert network and custom research, having founded BCA’s Geopolitical Strategy service. His book, Geopolitical Alpha, presents a framework fo…

1
Compounding Quality’s Pieter Slegers - Live From Porter’s Farm 2024 27:26

12M ago27:26

27:26

Guest: Pieter Slegers Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. In this special episode from the annual Porter & Co. conference, Aaron and Porter are joined by finance social media superstar, Compound Qual…

1
Jeremy Schwartz, CFA – Currency Hedging, Legacy of Professor Siegel & Innovation in ETF’s 49:35

1y ago49:35

49:35

Today’s guest is Jeremy Schwartz, CFA, Global Chief Investment Officer at WisdomTree. Before Jeremy started at WisdomTree in 2005, he was a head research assistant for Professor Jeremy Siegel and became his co-author on the sixth edition of the book Stocks for the Long Run. He received his B.S. in economics from the Wharton School of the University…

1
Michael Mauboussin – Market Concentration, Buybacks & Luck vs. Skill 1:05:46

1y ago1:05:46

1:05:46

In this episode, we have the pleasure of hosting Michael Mauboussin, Michael is a highly respected figure in finance, celebrated for his deep insights into decision-making, behavioral economics, and investing. Michael is currently the Head of Consilient Research at Counterpoint Global (part of Morgan Stanley Investment Management). He also serves a…

1
Kevin Kisner - Living Like A Pro 58:43

1y ago58:43

58:43

Guest: Kevin Kisner Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. In this episode, Aaron and Porter are joined by PGA Tour golfer Kevin Kisner. You can learn more about Kevin here. Show highlights include: A r…

1
Ali Hamed – Contrarian Early-Stage Investing 56:12

1+ y ago56:12

56:12

Today we host Ali Hamed, a Co-Founder and Partner at CoVenture and a prominent figure in venture capital and alternative investments. With a background in finance and technology, Ali brings strategic insights to early-stage investing. Hamed's track record of success and commitment to fostering entrepreneurship make him a key player in shaping the s…

1
Peter St. Onge - Making Sense of the American Economy 39:21

1+ y ago39:21

39:21

Guest: Peter St. Onge Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. In this episode, Aaron and Porter are joined by legendary economist and Heritage Foundation Fellow Peter St. Onge. You can learn more about P…

1
Buck Sexton - Politics and Money 40:52

1+ y ago40:52

40:52

Guest: Buck Sexton Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. In this episode, Aaron and Porter are joined by Buck Sexton, a former CIA analyst and leading talk-show host. He’s considered one of America’s b…