Capital Allocators – Inside the Institutional Investment Industry

Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)

Feb 28, 2022

Marko Papic, Chief Strategist at Clocktower Group, dives into the geopolitical upheavals shaping global markets. He discusses the fallout from Russian actions in Ukraine and how it's triggering a reassessment of risk among investors. Papic emphasizes the need to adapt investment strategies in a multipolar world, focusing on the rise of commodities amid increasing geopolitical instability. He also sheds light on China's challenges and the evolving dynamics of US and European alliances in response to the crisis.

35:13

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Episode guests

Marko Papic

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Episode notes

Intro

4min

Geopolitics and Investment: Navigating Complexity

10min

Navigating Geopolitical Shifts in Investment

8min

China's Emerging Challenges

10min

Redefining Alliances: The US, Europe, and the Ukraine Crisis

4min

Geopolitical Constraints and Investment Strategies

3min

Occasionally, an event takes place that causes investors to reassess risk. Russian’s actions in Ukraine last week could be a tipping point for one of those events. In a divergence from our normal show, I reached out to Marko Papic to see what we could learn. Marko is the Chief Strategist at Clocktower Group, where he provides research on geopolitics, macroeconomics, and markets. He is a past guest on the show, and that conversation is replayed in the feed. Our conversation tackles the implication of the events in the Ukraine on geopolitics and markets over time. We cover Russia, the U.S., oil, China, and answers to the most pressing questions his clients are asking in response to last week’s event.

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