
Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)
Capital Allocators – Inside the Institutional Investment Industry
Geopolitical Constraints and Investment Strategies
This chapter delves into the complex tensions between the U.S. and China, exploring the limitations each country faces in taking bold actions. It also offers investment insights amidst these geopolitical challenges, highlighting commodities as a strategic option for varying risk appetites.
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