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In episode 357, we welcome our guest, Marko Papic, Chief Strategist at the Clocktower Group, an alternative investment asset management firm, where he leads the firm\u2019s Strategy Team, providing bespoke research on geopolitics, macroeconomics, and markets.\n\xa0\nIn today\u2019s episode, we\u2019re talking geopolitics and the markets. Marko recently released the book Geopolitical Alpha and he shares his framework for understanding how geopolitical events will affect the markets. Then we talk current events and how he views them. We talk about the implications of Evergrande and why Marko does not believe China will try to takeover Taiwan.\xa0Next we talk about the implications of rising food and commodity prices and whether that will cause social unrest around the globe.\n\xa0\nAs we wind down, we talk about the ESG and sustainability trend and finish by hearing what Marko thinks about inflation, interest rates and the U.S. stock market.\n\xa0\nPlease enjoy this episode with Clocktower Group\u2019s Marko Papic.\xa0\n\xa0\n-----\n\xa0\nFollow Meb on Twitter, LinkedIn and YouTube\nFor detailed show notes, click here\nTo learn more about our funds and follow us, subscribe to our\xa0mailing list\xa0or visit us at cambriainvestments.com\n\xa0\n-----\n\xa0\nToday\u2019s episode is sponsored by FarmTogether. FarmTogether is a technology-powered investment platform that enables investors to channel funding into natural assets, starting with U.S. farmland. By driving abundant and creative capital to farmers, we\u2019re giving investors the opportunity to drive agriculture toward sustainability on a massive scale. Alongside a changing climate, the global population continues to grow, with expectations of reaching 9.7 billion by 2050. This means approximately 70% more food will be required than is consumed today. FarmTogether investors are providing the key financial building blocks for a sustainable future.\n\xa0\nLearn more about your ad choices. Visit megaphone.fm/adchoices