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Macro Voices
MacroVoices #405 Marko Papic: Investment Implications of Geopolitics Around The Globe
Dec 7, 2023
26:26:47
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Marko Papic, Chief Strategist at Clocktower Group, discusses the investment implications of geopolitical developments and conflicts. Topics include Israel's military advantage, US-China supply chain dynamics, challenges of supply chain issues, and the increasing trend of uranium.
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Quick takeaways
- Geopolitical conflicts can have differing implications on financial markets, with investment opportunities in European defense industries arising from the Russia-Ukraine conflict.
- The Israel-Gaza conflict has potential for regional escalation and impacts on global markets and terrorism risks.
Deep dives
Geopolitical developments impact financial markets
Geopolitical developments around the world are discussed and their impacts on financial markets are explored.
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