In this episode, we talk Geopolitics with Marko Papic, Chief Strategist at the Clocktower Group.
We look at his framework for analyzing the geopolitical landscape to cut through the noise and identify the most important events and information. We also take a tour of the current world to look at some of the most important areas investors should be paying attention to including the Ukraine War, what is going on in China, and some areas that are flying under the radar, but could be the source of future conflict.
We hope you enjoy the discussion.
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Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors.
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