52 min listen
Marko Papic: Generating Geopolitical Alpha ( w/ Mike Green )
Marko Papic: Generating Geopolitical Alpha ( w/ Mike Green )
ratings:
Length:
89 minutes
Released:
May 29, 2021
Format:
Podcast episode
Description
The Interview: Marko Papic, partner and chief strategist at Clocktower Group, joins Michael Green to discuss how and why geopolitics will have major effects on markets in the coming years with a particular focus on U.S.-China relations. They discuss everything from Taiwan and the issue of semiconductor supply chains to other actors like Russia as well as the merits and faults of Cold War analogies. They also touch on what Papic calls "the most important macro chart of this cycle" and the domestic issue of income inequality and the resulting policy outcomes. Finally, Green and Papic help viewers understand the magnitude of the green energy initiatives and what Papic believes are the best and worst ways to gain exposure to this megatrend.
Recorded on March 31, 2021.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Recorded on March 31, 2021.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Released:
May 29, 2021
Format:
Podcast episode
Titles in the series (100)
Adventures in Finance 3 - Opportunities in German Real Estate: Uncover the huge untapped potential in Germany’s real estate market and the interesting cultural and fundamental dynamics driving this opportunity. Mark Yusko, CEO and CIO of Morgan Creek Capital Management, also shares what he got wrong about... by Real Vision Daily Briefing: Finance & Investing