AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Macro Voices
MacroVoices #405 Marko Papic: Investment Implications of Geopolitics Around The Globe
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.
01:26:47
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
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.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode