The Market Huddle Bathe Yourself In Indifference (guest: Marko Papic)
Aug 6, 2021
Marko Papic, partner & chief strategist at Clock Tower Group, discusses blending geopolitics and finance, the impact of the median voter on policymaking, the shift in voter ideology, China's shift to hard tech, and empowering regular investors through geopolitical analysis.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10
Introduction
00:00 • 2min
From Political Science to Finance: A Journey of Integration
02:07 • 20min
Joining Clock Tower and Relocating to Santa Monica
22:19 • 2min
Blending Politics and Finance
24:02 • 17min
Understanding the Influence of the Median Voter in Policymaking
41:05 • 4min
Shift in Voter Ideology and Impact on Economics
45:13 • 11min
The Shift to Hard Tech in China and Global Trends in Industrial Sectors
56:08 • 10min
Geopolitical Analysis for Investors
01:06:10 • 9min
The Difference Between Traders and Investors
01:15:08 • 2min
Becoming an Expert and the Importance of Conviction in Macro Investing
01:17:11 • 7min