Marko Papic & Steve Curley, CFA: The Biden Presidency, Buenos Aires Consensus & Generating Geopolitical Alpha
[The Investors First Podcast, EP. 36]
Our guest today is
Marko Papic, Partner and Chief Strategist of Clocktower Group, an alternative investment management firm based in California. In 2011, he founded BCA Research's Geopolitical Strategy practice, the world's only dedicated investment consultancy focused on political analysis. He also recently wrote the book,
Geopolitical Alpha: An Investment Framework for Predicting the Future.
In this episode we discuss why investors need to be cognizant of geopolitics for the first time in 40 years, his framework anyone can use to assess the impact of geopolitics, and what his views are on global assets and relations with a Biden administration. He explains why the median voter in the U.S. has moved to the left and the impact that will have, and what constraints the government will face over the next two years.
Our local co-host today is
Steve Curley, CFA, CIO of WaterOak Advisors and current President of the CFA Society of Orlando. Please enjoy the episode.