An Investment Framework for Predicting the Future
Stansberry Investor Hour
Stansberry Research
4.4 • 677 Ratings
🗓️ 5 November 2020
⏱️ 80 minutes
🧾️ Download transcript
Summary
With votes still being tallied in several states days after Election Day, this race has been closer than many in the mainstream media expected.
Our mailbag has been exploding with hundreds of questions from listeners about the impacts of each side winning could have on the markets.
It's an extremely complex issue that could have big implications for you and your money. So Dan decided to bring in geopolitical expert, Marko Papic, onto the show for this week's interview to help him answer some questions.
Marko works as partner and chief strategist at Clocktower Group, an alternative investment asset management firm where he leads the firm's strategy team providing bespoke research to clients and partners on geopolitics, macroeconomics, and markets.
Marko is also author of the book, Geopolitical Alpha: An Investment Framework for Predicting the Future.
Dan and Marko talk about the implications of a Trump victory versus a Biden victory, the likelihood of the Senate switching, as well as some industries that could explode whether Trump or Biden is elected.
But Marko has a warning for the bulls. He says that his research shows there's about a 30% chance there could be a big 'hiccup' that currently isn't being priced into the market...
Transcript
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| 0:00.0 | Broadcasting from the Investor Hour Studios and all around the world, you're listening to the Stansberry Investor Hour. |
| 0:11.5 | Tune in each Thursday on iTunes, Google Play, and everywhere you find podcasts for the latest episodes of the Stansberry Investor Hour. |
| 0:20.1 | Sign up for the free show archive at InvestorHour.com. |
| 0:23.6 | Here's your host, Dan Ferris. |
| 0:26.6 | Hello and welcome to the Stansberry Investor Hour. |
| 0:29.6 | I'm your host, Dan Ferris. |
| 0:30.6 | I'm also the editor of Extreme Value published by Stansberry Research. |
| 0:35.6 | Today we'll talk with Marco Papik. He's a global macro |
| 0:39.8 | investor with a brand new book out whose title says he has a method for predicting the future. |
| 0:46.5 | Bring it on Marco. Can't wait to talk about that. This week in the mailbag, comments and |
| 0:51.8 | questions about government inefficiency, value investing, crazy anarchists, and more. |
| 0:58.0 | In my opening rant this week, well, let's face it, there's only one topic right now, and that is what we will talk about. |
| 1:05.4 | You guessed it, the 2020 U.S. presidential election. |
| 1:10.6 | That and more right now on the Stansberry Investor Hour. |
| 1:19.3 | Yes, there is one topic and one topic only. |
| 1:22.5 | As much as I would like to say that I'm the guy who's strong enough not to give in and be swallowed up |
| 1:29.3 | by the zeitgeist here can't do it got to talk about it well we've talked about it already so I need |
| 1:34.5 | to I need to revisit where we've been and and see where we might be going now I'm going |
| 1:40.5 | going to break with tradition and tell you exactly when I am recording this because it's important |
| 1:46.4 | this week. I am recording these words as I'm speaking to you on election day, many hours before |
| 1:53.9 | the polls are due to close back east. Okay, so we don't know who's president yet. |
| 2:02.7 | That's a good thing, I think, because, you know, I'll remind you of what I've said, |
... |
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