Geopolitical Risk Shift
Marko challenges the prevailing cold war analogy in understanding US-China relations, arguing that a multipolar world complicates the notion of bifurcated global capitalism. He emphasizes that countries will continue to engage in trade despite geopolitical tensions, highlighting the difficulty of maintaining control over allies in today's complex landscape. The insights suggest a need for fresh perspectives on investment strategies amid evolving geopolitical dynamics.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
Related Questions
How will the changes in global power realignment and the strategies to reduce dependency on distant markets impact global trade dynamics and the balance of power in the coming years, as discussed in the episode Conversation with Ian Bremmer — 2024’s Top Geopolitical Risks and the clip Taiwan's Election Risks?
How are US-China dynamics shifting in the context of the episode John Mearsheimer: Israel-Palestine, Russia-Ukraine, China, NATO, and WW3 | Lex Fridman Podcast #401 and the clip Power in International Politics, alongside the episode The State of the World — with Ian Bremmer and the clip U.S. Foreign Policy Dynamics?