GM29: What if the World isn't Ending? ft. Marko Papic
发布时间 2022-11-23 03:00:00 来源
摘要
Today, we are joined by Marko Papic, Partner and Chief Strategist of Clocktower Group, for a conversation on geopolitical analysis and how it can be used to predict the future, based on his book, “Geopolitical Alpha: An Investment Framework for Predicting the Future”. We discuss why geopolitical analysis should be used and how it can prepare you for the future as an investor, what role politicians play in society and the methods they use to gain voters, how voters are affected by media and the importance of understanding your biases and weaknesses. We also discuss political analysis and how Papic uses Bayesian analysis, why he believes tech is going to underperform massively and why flirting with another power can produce policy results, why Papic is hedging against the dollar, why he believes the war in Ukraine will enter stasis and much more.----------EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Follow Marko on Twitter.Episode TimeStamps: 00:00 - Intro02:56 - Introduction to Marco Papic10:35 - Is geopolitical analysis even valid?14:23 - Go to the insiders if you want geopolitical analysis?21:04 - How can geopolitical analysis be exploited like investment constraints?25:42 - What actually causes recessions?32:33 - Using constraints based analysis37:15 - What is the median voter theory?40:33 - Are median voters controlled by media?45:24 - The role of Bayesian analysis53:02...
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