meta_pixel
Tapesearch Logo
Log in
Real Vision: Finance & Investing

Marko Papic: Generating Geopolitical Alpha

Real Vision: Finance & Investing

Real Vision

Business, Investing, News, Business News

4.11.1K Ratings

🗓️ 5 June 2021

⏱️ 87 minutes

🧾️ 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

Mike Green, I'm here in Marin County again and eventually I'll get a chance to pick up

0:21.6

and travel.

0:22.6

One of the first places I look forward to going is down to Los Angeles to see my friend

0:25.4

Marco Papic, but Marco has been kind enough to join us on screen.

0:30.4

Marco, you're the chief strategist slash super intelligent geopolitical thinker at a firm

0:37.1

that's near and dear to my heart, clock tower group.

0:40.0

Can you just give us a very brief background on what you do at clock tower and how you've

0:46.9

kind of come to the seat that you're in?

0:48.6

Okay, so yeah, I mean, I was in Southside Research before this.

0:51.7

I worked for BC a research, which is the macro firm that focuses on investment research

0:57.3

before that.

0:58.3

I was in geopolitical risk consulting.

0:59.8

So I come to finance from a little bit of a different background, did a lot of political

1:04.8

risk and then took that to Southside Research and then I wrote a book, which just came out

1:12.1

kind of a book handing that research experience and then oh, there it is.

1:17.2

Look at that.

1:18.2

It's geopolitical alpha, which has one of the best intros of any finance book that I've

1:23.8

ever read.

1:24.8

It is on par with some of my favorite stories in terms of the dynamic of being called

1:29.2

in as a very young employee to answer the question of how important it was that the

1:33.4

German president had resigned and your answer was my answer was I don't know who the

1:38.8

German president is and yeah, so that's that's how I start off.

...

Please login to see the full transcript.

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.

Copyright © Tapesearch 2026.