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The Pomp Podcast
#1357 Marko Papic | Bitcoin Saves Central Banks During Global Crisis?!
May 7, 2024
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.
01:00:57
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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.
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