Geopolitics of Oil
Marko discusses the shifting dynamics of global commodity supply chains, particularly the rising importance of cobalt and its ties to geopolitical strategies. He emphasizes a bullish outlook on oil, suggesting that investors should adopt a "green brown barbell portfolio" to navigate the complexities of the current energy landscape. While acknowledging the conflict between high oil prices and the green energy movement, he believes this scenario could ultimately accelerate the transition to renewable energy.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)
Related Questions