Capital Allocators – Inside the Institutional Investment Industry Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
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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.
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Childhood in Baghdad
- Marko Papic's earliest memory is of his mother explaining the Iran-Iraq War while bathing him in Baghdad.
- This early exposure to geopolitics sparked a lifelong interest in global affairs.
Hyperinflation in Yugoslavia
- Witnessing hyperinflation in Yugoslavia as a child further solidified Papic's interest in economics.
- He suggested a solution to his father, highlighting an early aptitude for economic thinking.
Market Inefficiency
- Papic identified a market inefficiency: finance professionals and political analysts don't communicate effectively.
- This disconnect creates opportunities for those who can bridge the gap.
