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

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

FromCapital Allocators – Inside the Institutional Investment Industry


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

FromCapital Allocators – Inside the Institutional Investment Industry

ratings:
Length:
35 minutes
Released:
Feb 28, 2022
Format:
Podcast episode

Description

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. Learn More  Follow Ted on Twitter at @tseides or LinkedIn  Subscribe to the mailing list  Access Transcript with Premium Membership   
Released:
Feb 28, 2022
Format:
Podcast episode

Titles in the series (100)

Through conversations with leaders in the money game, we explore how these holders of the keys to the kingdom allocate their time and their capital. New episodes release on Monday's