Capital Allocators – Inside the Institutional Investment Industry cover image

Capital Allocators – Inside the Institutional Investment Industry

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

Oct 26, 2020
Marko Papic, Chief Strategist at Clocktower Group and author of Geopolitical Alpha, shares his unique take on the interplay between geopolitics and investment strategies. He critiques traditional political analysis and discusses how events like the upcoming U.S. Presidential election could affect markets. Marko highlights the evolving landscape of tech stocks amid U.S.-China relations and reveals new growth prospects in emerging markets like India and Africa, emphasizing the need for investment flexibility in an unpredictable world.
55:49

Episode guests

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner