Show notes
Come join Jacob as he gets the lowdown on Russia's (postured?) aggression towards Ukraine, China's role in the mix, money market drama, and of course, Basketball, with cousin Marko Papic! Marko is a partner at the Clocktower Group, 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. Timestamps: 1:00-20:53: Russia20:53-36:40: China + inflation37:00-46:41: The Race to Zero/ESG investment concerns46:40-56:10: Turkey and Brazil and Chile oh my!55:10-1:04:20 Over-under1:04:20-end: BasketballQuestions? Comments? Reach out at: [email protected]:Download the transcript here.Subscribe to the Perch Perspectives Newsletter here.Check out LatamPolitik here!Socials:Twitter: @PerchSpectivesLinkedIn: Perch PerspectivesWebsite: https://perchperspectives.com/