Marko Papic: Generating Geopolitical Alpha

Published on
April 6th, 2021
Duration
88 minutes


Marko Papic: Generating Geopolitical Alpha

Mike Green in Conversation ·
Featuring Marko Papic and Michael Green

Published on: April 6th, 2021 • Duration: 88 minutes

Marko Papic, partner and chief strategist at Clocktower Group, joins Michael Green to discuss how and why geopolitics will have major effects on markets in the coming years with a particular focus on U.S.-China relations. They discuss everything from Taiwan and the issue of semiconductor supply chains to other actors like Russia as well as the merits and faults of Cold War analogies. They also touch on what Papic calls “the most important macro chart of this cycle” and the domestic issue of income inequality and the resulting policy outcomes. Finally, Green and Papic help viewers understand the magnitude of the green energy initiatives and what Papic believes are the best and worst ways to gain exposure to this megatrend. Filmed on March 31, 2021.