Marko Kolanovic: Might is Right & The New Economic World Order

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 18 March 2025

⏱️ 54 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan and Marko Kolanovic, Former Chief Market Strategist at JP Morgan, discuss recent market trends on the Risk Reversal Podcast. They explore the state of the S&P and its rapid declines, the geopolitical and policy influences affecting the market, and the implications of US tariffs and trade conflicts. Marko provides insights into the technical dynamics of recent sell-offs, potential recession indicators, and the impact of global fiscal policies. The conversation also touches on corporate CapEx, interest rates, and the outlook for major sectors like tech equities and consumer spending. Marko emphasizes the heightened uncertainty in the current economic environment and the challenges in forecasting market movements. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

Transcript

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0:00.0	When will M&A activity pick up? Will this year mark the return of IPOs? Listen to strategic alternatives,
0:07.2	a podcast from RBC Capital Markets, to get insights on these questions and more. Explore the trends in
0:14.0	market forces impacting deal flow and find out how companies, investors are shifting their strategies
0:19.3	to drive growth and unlock value.
0:21.7	Listen and subscribe to Strategic Alternatives Today, available wherever you get your podcasts.
0:27.7	Guy, I'm sure you're already up to speed on all things current.
0:31.1	Of course I am.
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1:17.4	For full terms and conditions, visit current.com or call 888-851-1172 for more information.
1:27.1	Welcome to the Risk Reversal Podcast.
1:29.5	I'm Dan Nathan.
1:30.1	I'm joined by my friend Marco Kolonovic.
1:32.4	He is the former chief market strategist at J.P. Morgan.
1:35.2	And he's my texting buddy as it comes to the markets here because not only are you and I texting,
	...

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