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Capital Decanted
Episode 7: A New Global Order: Integrating Geopolitics with Anastasia Titarchuk and Marko Papic
Feb 6, 2024
Explore the impact of geopolitics on investments, historical events like Gorbachev's speech and the fall of the Berlin Wall, challenges of integrating geopolitics into investment strategies, and the significance of understanding local contexts and geopolitical risks in emerging markets.
01:39:03
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Quick takeaways
- Geopolitical beta shapes investment theses, avoiding short-term event trading.
- Establish clear frameworks rooted in material constraints for effective decision-making.
Deep dives
Influential Backgrounds Shaping Geopolitical Views
Marco Pappich and Honest to See, backgrounds growing up in Yugoslavia and Soviet Union, respectively, have shaped their investment perspectives. They recount how historical events and upbringings influenced their cautious or diversified approach to analyzing geopolitical risks and connecting personal experiences to financial decision-making.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode