Geopolitical Alpha w/ Marko Papic

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.

Topics:
0:00 - Interview with Marko Papic
1:00 - Who is Marko Papic?
11:48 - How do you analyze a Country?
40:40 - Becoming a Geopolitical Analyst
1:01:30 - Advice from Marko