Andreas Steno & Marko Papic: The Anti-Davos Trade

Articles From: Real Vision
Website: Real Vision

Elites are misunderstanding risk, but here’s how to play it in your favor.

Despite the backdrop of doom and gloom at the World Economic Forum in Davos, Marko Papic, Clocktower Group’s Chief Strategist is optimistic. He tells Andreas Steno Larsen exactly where he sees the upside and why he’s bullish on commodities, China’s reopening, and emerging markets generally.

Andreas then turns his attention to trade expression by sharing his favorite plays on this theme including dispersion in commodity sectors and European equities. Recorded on January 17, 2023.

Originally Posted January 27, 2023

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