Capital Allocators – Inside the Institutional Investment Industry [REPLAY] Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
Feb 28, 2022
Marko Papic, Chief Strategist at Clocktower Group, offers a unique lens on geopolitics and finance, presenting a data-driven approach akin to Moneyball for politics. He discusses the upcoming U.S. Presidential election's impact on markets, exploring the intricacies of tech stocks, ESG investing, and geopolitical tensions. His insights navigate the disconnect between political analysis and investment strategies while addressing the importance of adapting to unpredictable climates. Papic also shares personal anecdotes, including his passion for basketball.
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Early Exposure to Geopolitics
- Marko Papic's earliest memory is his mother explaining the Iran-Iraq War while bathing him in Baghdad.
- He later witnessed hyperinflation in Yugoslavia as a child, sparking his interest in economics.
A Global Upbringing
- Papic's family left war-torn Yugoslavia for Jordan, then Switzerland, before he ultimately settled in Canada.
- His international upbringing shaped his perspective on global events and financial markets.
Bridging the Gap
- Papic observed a disconnect between financial professionals and political analysts.
- He saw an opportunity to bridge this gap and apply systematic political analysis to financial markets.
