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.

#toptraders #investing #trendfollowing #globalmacro

Episode Summary
00:00 - Intro
02:58 - Introduction to Simon Hunt
06:30 - The process of Hunt’s work
13:12 - Hunt’s global macro view
20:52 - Are we approaching a 3rd World War?
27:56 - What will happen to interest rates?
29:43 - What about equities?
33:22 - Is it all about to crash?
34:33 - A commodity super cycle?
41:13 - The relationship between the different currencies
43:21 - How Hunt currently invest
45:12 - What keeps Hunt up at night?
46:49 - Thanks for listening

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