Geopolitical Expert Says to Expect Dramatic Pivots in 2023 – 'It's Tough to See a Deep Recession'

On this new episode of Making Money With Matt McCall, Matt welcomes Marko Papic. He's a top-down investor like Matt and one of his favorite macro analysts. They break down what we're seeing in the global market and drill down into specific sectors and asset classes.

They cover a lot of topics on the show. You'll hear what Marko has to say about inflation, the Federal Reserve, and the consumer. And he highlights specific countries from which he expects outperformance in the future. Tune in for more details – and to find out what investment Marko would own for the next 10 years.

#inflation #federalreserve #investing

00:00 Economic outlook for 2023
5:05 Consumption will drive the economy in 2023
11:10 Opportunities within emerging markets
14:33 How has the Japanese yen performed?
16:58 Will innovation slow down?
22:57 “Mission-driven” economy
26:03 Crisis and opportunities
27:54 Marko’s long-term investment

If you're a fan of Making Money With Matt McCall, you'll be excited to learn that I'm joining several of my Stansberry Research colleagues for an even bigger and better show.

For the first time ever, Daniela Cambone of The Daniela Cambone Show, Dan Ferris of Stansberry Investor Hour, and I are joining forces to bring you a town hall-style show focused on everything that 2023 has in store for investors.

It's called "Danger, Volatility, Opportunity: How to Win in 2023" and it will air on Friday, January 27.
We have a ton to talk about...

And of course, mark your calendars for Friday, January 27 for this special event.

[kathleenmckeon]

The mRNA was developed fast because it was already developed, check the patents. All the safety controls for people were removed and force was applied to buy and take the experimental shot with zero informed consent, this is why it Went so Fast, we are all experiencing the negative consequences of running amok without any oversight gone mad now.

[pabs]

"80 % have 'ample savings'". I've heard that 65% of households can't come up with $500 o emergency funds.

[slowedtr]

Just wanna say.. My heart goes to the entire community for AMPL23X building up something which is worth it for everyone. This is so smart by them to launch it to shatter the doubts and fears of the common folk which shouldn't even exist to begin with. Everyone knows the state of inflation and recession now and the way out is already in progress. Now it's just about catching the big fish

[garymilnerojek]

Great show, Matt. Keep doing what you are doing. I love it that you are getting these diverse and divergent viewpoints from folks that obviously are well studied in their theses.
Bravo.

[benw]

Energy prices moving back up will eat into most of the disposable income and savings, reducing consumption. Also, inflation "going from 10 to 3%" still means prices are going up, and real wage growth is still negative for most americans/citizens of the real world, meaning less purchasing power.

[calebfast]

Love it.

Don't totally agree with the predictions of what will happen based on your data interpretation, but we don't learn stuff if we only listen to what we agree with! :)

[ChianTheContrarian]

Food and energy will still drive a significant part of CPI. Supply chains are overlooked, and can't be solved with interest rates. Food and energy aren't limited by technologies, but limited by supply chains. Supply chains cannot be developed overnight. There is 10-15 year time-lag to get supply chains up to speed with technology requirements. Any "new" energy technologies that Europe requires will need inputs that are not controlled by Europe.

[matildaharris]

I'm so happy I made productive decisions about my finances that changed my life forever. I'm a single mother living in Canada, bought my second house in September and hoping to retire next year at 49 if things keep going smoothly for me

[calebfast]

I don't see fusion taking off for a couple more decades and, I hope, by then I'll have the funds to play that in a big way! :)

[jtagoc]

The last stat I read, said that two out of three adults in this country are living paycheck to paycheck… With very little savings. Debt has increased substantially over the past year.

[aimirror]

Yes and I also would like that idea if I hadn't lived through the pandemic and seen what the state did to "manage the situation". The technology was used in a very omnipresent way. We may very well be striped of rights and the right of ownership in the process.

[petergozinya]

Did I miss the part where this Geo-Political expert talks about Geo- Politics ?
All I heard was pure economic theory.

[Christian-obdv]

Brilliant hypothesis. I like it, as it's controversial, and makes you think about the status quo.

[jasonmarden]

This was interesting until he tried to say there's been no productivity increase from technological advances in the last 20 years. It used to take 10 minutes for a web page to open!! Hello!!!

[krawatszczytno]

I thought that I was the only one who feels like that. I see that everyone (even mainstream media and central banks) tells us there will be a recession. Do you remember the covid 'aka economy collapse' bull run?

[FreeSpeechAll]

Lol! 🤣 Guy comes on leading with how he was completely wrong about everything in 2022... then makes all sorts of proclamations about 2023... which are also completely wrong. 🤣 Except for the Emerging Markets thing.

[charlomarango]

They forgot to talk about Mexico as the number 1 economic and commercial partner of the US in the coming years. That is an emergent country wish solved a lot of the problems with the supply chain, cheap labor, and with an geographic benefits for both countries. That’s how they’re trying to balance the situation against BRICS. That could be the most important economic block along with Canada.

[ltcajh]

I don’t buy the optimism one bit. Put Alasdair McLeod on at the same time.

[davidcoard]

CPI going down from 10% to 3% !!! . Consumer remains strong ( with maxing out of credit ?) !!! Time will tell, but I'm not holding my breath.

[williamwallace]

Low inflation doesn’t increase people’s buying power, only price deflation does this.