Episode Details

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Marko Papic, Chief GeoMacro Strategist, GeoMacro Strategy at BCA Research, discuss the technology sector, the global semiconductor supply chain, the conflict in the Middle East, and how investors might position themselves for a more multipolar world.*This video was recorded on June 1, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW MARKO PAPIC:X: https://x.com/Geo_papicBCA Research: https://www.bcaresearch.com/Geopolitical Cousins podcast: https://podcasts.apple.com/us/podcast/geopolitical-cousins/id1802258017FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro.1:45 - NVidia, Taiwan, and chip vulnerabilities8:40 - IPOs and the S&P 50015:58 - Strait of Hormuz and oil21:36 - Replacing the Strait with pipelines23:10 - Investing in a multipolar world26:00 - Where America leads#geopolitics #investing #economy