GeoMacro CoreMacro Portfolio Equities Special Report

Bull/Bear Debate: Buy Dips Or Sell Strength In 2H2026?

Noah Weisberger, Head of Equities Marko Papic, Chief Investment Strategist & Head of GeoMacro Peter Berezin, Chief Economist & Head of CoreMacro Arthur Budaghyan, Head of CoreMacro Juan Manuel Correa, Head of Portfolio Construction

Tactical Risks & Opportunities Global Strategic Asset Allocation

Published on

20 Jul 2026

BCA's bull/bear debate webcast, held on July 13, 2026 (replay here) and moderated by Chief Investment Strategist Marko Papic, pitted Peter Berezin and Arthur Budaghyan on the bearish side against Juan Correa and Noah Weisberger on the bullish side. This edited summary condenses, reorganizes by theme, and lightly paraphrases their remarks.

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