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What Investors Need to Know About Geopolitics with Marko Papic

Excess Returns

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Is Multipolarity the Most Globalized?

There's not a linear relationship between distribution of power in the world and globalization. A bipolar world is actually the least globalized because you have this bifurcation of capitalism. In a multipolar environment, enemies will end up trading with one another. So I actually think globalization will continue to provide a disinflation force.

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