Macro Voices MacroVoices #405 Marko Papic: Investment Implications of Geopolitics Around The Globe
10 snips
Dec 7, 2023 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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 3min
Geopolitical analysis: investment implications and material constraints
02:56 • 16min
Israel's Military Advantage and Public Opinion
18:45 • 6min
Geopolitics, Market Perspective, and Unexpected Events
25:13 • 11min
Geopolitical Risks: Iran-US Tensions and Venezuela-Guyana Conflict
36:22 • 9min
Challenges of Supply Chain Issues and the TSMC Plant in Arizona
44:58 • 2min
US-China Supply Chain Dynamics
46:36 • 12min
Asset Management and Energy Transition: Insights from Clock Tower Group
58:32 • 3min
Exploring the Implications of OPEC Plus' Contentions and Solidarity
01:01:07 • 5min
Analyzing Price Action and Potential Market Moves
01:06:22 • 12min
Technical analysis of Gold and the potential investment implications of a pledge to triple nuclear power capacity
01:18:50 • 3min
Investment Implications and Uranium Trend
01:21:57 • 5min