
Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
Capital Allocators – Inside the Institutional Investment Industry
Geopolitics and Investment: Bridging the Gap
This chapter explores the author's formative experiences growing up in conflict zones and their journey from academia to finance, highlighting the significant interplay between politics and investment strategies. It critiques common misconceptions among finance professionals regarding political factors and emphasizes the importance of understanding the constraints faced by policymakers in shaping market dynamics. The discussion also addresses the changing geopolitical landscape and its implications for future investment decisions, particularly in light of the upcoming U.S. elections.
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