Published Feb 28, 2022

[REPLAY] Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)

Marko Papic, Chief Strategist at Clocktower Group, delves into the critical intersection of finance and politics, offering a new lens on geopolitical analysis that challenges traditional investment strategies. Explore his insights on market adaptability, fiscal policy, and the impact of geopolitical shifts in emerging markets, sustainability, and China's global role.

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Episode Highlights

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Dexa/Capital Allocators – Inside the Institutional Investment Industry

[REPLAY] Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)

Topics covered

Popular Clips

Optimism and Analysis

Interest Rates & Equities

Africa's Investment Potential

Career Crossroads

Understanding Constraints

Globalization's New Landscape

Shifting Political Winds

China’s Investment Landscape

Rethinking Political Analysis

Career Advice Insights

Geopolitical Trade Dynamics

Europe's Integration Future

Bridging Finance and Politics

NBA Fights Explained

Emerging Markets Outlook

Episode Highlights

Geopolitical Analysis

Market Strategies

Investment Opportunities

Related Episodes

Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)

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

[REPLAY] Mark Baumgartner – Luck, Risk and Uncertainty as CIO for the Institute for Advanced Study (Capital Allocators, EP.77)

[REPLAY] Gregory Zuckerman – Decoding Renaissance Medallion (Capital Allocators, EP.119)

Mark Baumgartner – Allocating in a Crisis at IAS (Capital Allocators, EP.128)

[REPLAY] James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)

Michael Cembalest – Eye on the Market (Capital Allocators, EP.49)

Tim McCusker – Advising Through a Crisis at NEPC (Capital Allocators, EP.135)

[REPLAY] Tim McCusker – Consistency and Creativity as CIO at NEPC (Capital Allocators, EP. 80)

[REPLAY] Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)

[REPLAY] Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180)

[REPLAY] James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)

Steve Drobny – Where the World is Going at Clocktower Group (Manager Meeting, 30)

[REPLAY] Andrew Golden – Beyond the Long Term (Capital Allocators, EP.13)

[REPLAY] Mario Giannini – View from the Top of Private Equity at Hamilton Lane (Capital Allocators, EP.262)

[REPLAY] Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)

Topics covered

Popular Clips

Episode Highlights

Geopolitical Analysis

Market StrategiesMarko Papic provides insights into market strategies, election impacts, and the interplay between interest rates and equities. He emphasizes adaptability, fiscal policy's influence, and the potential for a favorable cycle in equities.

Market Strategies

Investment OpportunitiesMarko Papic explores the potential of emerging markets, sustainability trends, and China's strategic role in a multipolar world. He provides insights into how geopolitical shifts can create investment opportunities across these areas.

Investment Opportunities

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