27 Podcast Episodes
The End Of The World Is The Bull Case With Marko Papic
The End Of The World Is The Bull Case With Marko Papic
The macro cycle is back.Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 week... Read more
22 Mar 2023
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49mins
GM29: What if the World isn't Ending? ft. Marko Papic
GM29: What if the World isn't Ending? ft. Marko Papic
Today, we are joined by Marko Papic, Partner and Chief Strategist of Clocktower Group, for a conversation on geopolitica... Read more
23 Nov 2022
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1hr 19mins
Marko Papic on What Markets Got Wrong About Russia's Invasion of Ukraine
Marko Papic on What Markets Got Wrong About Russia's Invasion of Ukraine
When Russia invaded Ukraine, there was a widespread expectation of a surge in prices for numerous commodities. That happ... Read more
29 Sep 2022
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51mins
220|CCP Meeting, European Energy, Buenos Aires Consensus ft. Marko Papic with Srivatsan Prakash
220|CCP Meeting, European Energy, Buenos Aires Consensus ft. Marko Papic with Srivatsan Prakash
Marko Papic is a partner and chief strategist at Clocktower Group, an alternative investment asset management firm. He l... Read more
11 Sep 2022
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1hr 5mins
Marko Papic: Game Over For The Oil Bulls
Marko Papic: Game Over For The Oil Bulls
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Marko Papic Partner and Chief Strategist at... Read more
17 Jul 2022
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52mins
Predicting Macro Soup (guest: Marko Papic)
Predicting Macro Soup (guest: Marko Papic)
This week we have the great privilege of having Marko Papic from ClockTower Group back on the show. We have a great disc... Read more
27 May 2022
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1hr 55mins
Starbucks vs. Putin: a hard lesson in cancel culture, geopolitical alpha, and leveraging history to be a better investor with Marko Papic.
Starbucks vs. Putin: a hard lesson in cancel culture, geopolitical alpha, and leveraging history to be a better investor with Marko Papic.
To understand current events, it's crucial to understand the events of the past. Today we're joined by someone who can e... Read more
23 Mar 2022
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38mins
Marko Papic - A Multi-Polar World - [Invest Like the Best, EP. 268]
Marko Papic - A Multi-Polar World - [Invest Like the Best, EP. 268]
My guest today is Marko Papic, partner and chief strategist at Clocktower Group, where he leads the firm’s research on m... Read more
15 Mar 2022
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1hr 9mins
Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)
Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)
Occasionally, an event takes place that causes investors to reassess risk. Russian’s actions in Ukraine last week could ... Read more
28 Feb 2022
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37mins
51. Russia Invades Ukraine - WTF?? with Marko Papic
51. Russia Invades Ukraine - WTF?? with Marko Papic
EMERGENCY EPISODECousin Marko Papic and Jacob convene an emergency meeting to discuss the ramifications and long-term ef... Read more
25 Feb 2022
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44mins