18: Nihilism, The Dream Team v. Yugoslavia and Geopolitical Investment Predictions w/Marko Papic
18: Nihilism, The Dream Team v. Yugoslavia and Geopolitical Investment Predictions w/Marko Papic
On this episode of the Perch Pod, Jacob speaks with Marko Papic. Knowing Jacob from his Stratfor days, Marko is currently a partner at the Clocktower Group. He leads their strategy team providing research to clients and partners on geopolitics, macroeconomics and markets. He has recently published a book called Geopolitical Alpha: An Investment Framework for Predicting the Future.
Marko’s Book: https://www.amazon.com/Geopolitical-Alpha-Investment-Framework-Predicting-ebook/dp/B08LDNBF78
Timestamps:
00:00 Intro
3:06 The Virtues of Nihilism
8:54 The one thing Marko wants you to know
9:56 The Buenos Aires Consensus
14:08 Why should you care about median voter theory
29:29 Future of the EU
36:46 Debating India as an investment
44:44 How to think about the U.S.-China relationship
54:49 The Dream Team v. Yugoslavia
1:03:00 Outro
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