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220|CCP Meeting, European Energy, Buenos Aires Consensus ft. Marko Papic with Srivatsan Prakash
Manage episode 340834932 series 2828164
Marko Papic is a partner and chief strategist at Clocktower Group, an alternative investment asset management firm. He leads the firm's Strategy Team, providing bespoke research to clients and partners on geopolitics, macroeconomics, and markets.
Here he discusses the various aspects of his geopolitical analysis framework, how the idea of the Buenos Aires consensus has evolved, as well as what the Chinese government will do on the CCP meeting, and much more!
You can get his book here: https://www.amazon.ca/Geopolitical-Alpha-Investment-Framework-Predicting/dp/1119740215
Hosted on Acast. See acast.com/privacy for more information.
241 つのエピソード
Manage episode 340834932 series 2828164
Marko Papic is a partner and chief strategist at Clocktower Group, an alternative investment asset management firm. He leads the firm's Strategy Team, providing bespoke research to clients and partners on geopolitics, macroeconomics, and markets.
Here he discusses the various aspects of his geopolitical analysis framework, how the idea of the Buenos Aires consensus has evolved, as well as what the Chinese government will do on the CCP meeting, and much more!
You can get his book here: https://www.amazon.ca/Geopolitical-Alpha-Investment-Framework-Predicting/dp/1119740215
Hosted on Acast. See acast.com/privacy for more information.
241 つのエピソード
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