Spheres of Influence
Marko discusses the evolving landscape of globalization, emphasizing the emergence of spheres of influence that complicate global supply chains. He argues that commodities may serve as an unexpected hedge against downside risks in a potentially stagflationary environment. The conversation highlights the need for allocators to reconsider traditional strategies in light of these shifts, particularly as they relate to the green energy revolution.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)
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