Show notes
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 Nihilism8:54 The one thing Marko wants you to know9:56 The Buenos Aires Consensus14:08 Why should you care about median voter theory29:29 Future of the EU36:46 Debating India as an investment44:44 How to think about the U.S.-China relationship54:49 The Dream Team v. Yugoslavia1:03:00 Outro Subscribe to the podcast so you don't miss any new episodes! We put out new videos every other Monday Questions? Reach out at: [email protected] Socials-Twitter: https://twitter.com/PerchSpectives LinkedIn: https://www.linkedin.com/company/perch-perspectives/ Website: https://perchperspectives.com/
