Geopolitical Trade Dynamics
Marko challenges the prevailing Cold War analogy in understanding US-China relations, suggesting that the world is not bipolar but multipolar. He argues that this complexity means countries will continue to engage in trade despite geopolitical tensions, complicating the notion of a bifurcated global economy. The implications for investors are significant as they navigate this evolving landscape.In this clip
From this podcast

Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
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