AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
The Pomp Podcast
#1357 Marko Papic | Bitcoin Saves Central Banks During Global Crisis?!
May 7, 2024
01:00:57
Snipd AI
Macro strategist Marko Papic discusses applying geopolitical alpha to investment processes, China's EV pivot for national security, market reactions to Russia-Ukraine conflict, regime changes impacting asset prices, Bitcoin as digital gold and safe-haven asset, and global portfolio allocation for balanced investments.
Read more
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Geopolitical alpha presents opportunities by questioning market reactions and narratives.
- Market reactions to geopolitical events may not always align with actual supply and demand dynamics.
Deep dives
Geopolitical Alpha and Misinterpretation of Markets
Geopolitical alpha involves fading market reactions and challenging the conventional wisdom. The misinterpretation of events by markets leads to overreactions, creating opportunities for investors. For instance, following Russia's invasion of Ukraine, oil and commodity prices surged despite underlying weakening demand and geopolitical nuances, showing a disconnect between market reactions and actual fundamentals.
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