An Investment Framework for Predicting the Future, with Marko Papic
Marko Papic is a Partner and Chief Strategist at Clocktower Group, an alternative investment asset management firm based in Santa Monica, California.
He leads the firm’s Strategy Team, providing bespoke research to clients and partners on geopolitics, macroeconomics, and markets.
Marko holds an MA in Political Science from the University of Texas at Austin and an MA from the University of British Columbia.
He’s the author of Geopolitical Alpha: An Investment Framework for Predicting the Future, a book that introduces his constraints-based framework to investors; something we discuss in this episode.
Geopolitical Alpha posits that investors should ignore the media-hyped narratives, insights from “smoke-filled rooms,” and most of their political consultants and, instead, focus exclusively on the measurable, material constraints facing policymakers.
Here’s my conversation with Marko Papic, author of Geopolitical Alpha, in episode 514 of Informed Choice Radio.