
Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
Capital Allocators – Inside the Institutional Investment Industry
Tech Stocks and Economic Shifts
This chapter explores the future of the tech stock sector in light of upcoming elections, economic challenges, and regulatory scrutiny. It discusses the implications of U.S.-China relations, the effects of changing investment strategies, and the growing importance of sustainability in the market. Additionally, the speakers analyze the complexities of global capitalism and the ongoing negotiations surrounding Brexit, emphasizing the need for strategic integration in a multipolar world.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.