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Marko Papic Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)

Published: Oct. 26, 2020, 9:30 a.m.

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Marko Papic is the Chief Strategist at Clocktower Group, where he provides research on geopolitics, macroeconomics, and markets. Marko recently published Geopolitical Alpha: An Investment Framework for Predicting the Future, an imminently readable book with colorful examples of political analysis. Marko\\u2019s approach is akin to Moneyball for politics, challenging the orthodoxy of how others traditionally make investment decisions.

Our conversation covers Marko\\u2019s upbringing, the flaws of most political analysis, and his constraints-based framework. We then turn to the obvious political topic at hand \\u2013 next week\\u2019s U.S. Presidential election. We discuss his views of different possible outcomes on the U.S. equity market, rates, tech stocks, China, private equity, ESG, Europe, and emerging markets.

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