Marko Papic: Generating Geopolitical Alpha ( w/ Mike Green )

Real Vision: Finance & Investing

Real Vision

Business, Investing, News, Business News

4.1 • 1.1K Ratings

🗓️ 29 May 2021

⏱️ 88 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

The Interview: Marko Papic, partner and chief strategist at Clocktower Group, joins Michael Green to discuss how and why geopolitics will have major effects on markets in the coming years with a particular focus on U.S.-China relations. They discuss everything from Taiwan and the issue of semiconductor supply chains to other actors like Russia as well as the merits and faults of Cold War analogies. They also touch on what Papic calls "the most important macro chart of this cycle" and the domestic issue of income inequality and the resulting policy outcomes. Finally, Green and Papic help viewers understand the magnitude of the green energy initiatives and what Papic believes are the best and worst ways to gain exposure to this megatrend. Recorded on March 31, 2021. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	heard about Magpie, the vegan pie truck that needed a bit of help from GoDaddy.
0:03.3	One day the owners are like,
0:04.8	this business hasn't reached this potential.
0:07.1	And the other one goes,
0:08.1	we need a bigger piece of the pie.
0:09.8	And then it hits her.
0:11.1	We need GoDaddy.
0:12.0	Look, we can get a domain name and create an online store
0:14.8	so we can sell to more customers.
0:16.8	Now they've gone from serving a couple of pies
0:19.1	to a vlogging nationwide.
0:20.9	And now everyone's like,
0:22.2	vegan pies are the new thing around here.
0:25.0	Wait, no me!
0:26.4	Take the next step on your business journey with GoDaddy.
0:47.2	Mike Green, I'm here in Marin County again.
0:49.6	And eventually I'll get a chance to pick up and travel.
0:52.3	One of the first places I look forward to going is down to Los Angeles
0:54.8	to see my friend Marco Pappek.
0:56.2	But Marco has been kind enough to join us on screen.
1:00.3	Marco, you're the chief strategist slash
1:03.0	a super intelligent geopolitical thinker
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Real Vision, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Real Vision and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.