Capital Allocators – Inside the Institutional Investment Industry cover image

Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)

Capital Allocators – Inside the Institutional Investment Industry

CHAPTER

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.

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