Adventures in Finance 2 - Geopolitical Framework for Investing

Marco Papic, Chief Geopolitical Strategist at BCA Research, and Louis Gave, Co-founder of Gavekal Research, dive into the crucial role geopolitics plays in investment decisions. They discuss Putin's strategies and the influence of populism in Europe on markets. Gave reflects on his past misjudgments regarding capital liberalization in China. The conversation also touches on the transition to a multipolar world and the rise of automation in the job market, emphasizing the evolving landscape investors must navigate.