What Investors Need to Know About Geopolitics with Marko Papic
Excess Returns
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Is the Alpha of the Market?
Mark O'Mara: How do you take these geopolitical events and generate alpha as an investor from them? So is it taking a contrarian or non consensus view and then getting, you know, that right? And that's where the alpha actually comes from. "Most of the time, yes," he says. 'I would argue that most geopolitical offer opportunities are like that"
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