avatar

Geopolitical Alpha: A Framework for Investors

Enterprising Investor
Enterprising Investor
Episode • Dec 9, 2020 • 35m

Episode #441. Marko Papic, a partner and chief strategist at Clocktower Group and author of Geopolitical Alpha: An Investment Framework for Predicting the Future, takes listeners on a geopolitical tour that starts with his constraints-based framework and continues through the recent US presidential election to US-China relations, Brexit, the Middle East, and Russia.