Marko Papic: Generating Geopolitical Alpha
Real Vision: Finance & Investing
Real Vision
4.1 • 1.1K Ratings
🗓️ 5 June 2021
⏱️ 87 minutes
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| 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. |
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