Marko Papic leads the strategy team at Clocktower Group, an alternative investments firm. Clocktower offers long-term strategic investment strategies to their clients, investment managers and institutional allocators.
Marko brings his constraints framework, outlined in his book Geopolitical Alpha, to analyzing the geopolitical trends of the day. His ability to accurately forecast major political events has enormous ramifications for portfolios.
In this episode, Marko and Aaron discuss how the future of China-US conflict, Turkey’s geopolitical prospects, and how to break into the geopolitical analysis field.
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Marko Papic’s Challenge; Spend time around people with the opposite political and cultural perspective of you.
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If you liked this interview, check out our interview with Mike Green where we discuss Bitcoin and index funds.
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