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49: What is Putin Trying to Prove, Inflation, etc. with Marko Papic
Manage episode 319720133 series 3307851
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Come join Jacob as he gets the lowdown on Russia's (postured?) aggression towards Ukraine, China's role in the mix, money market drama, and of course, Basketball, with cousin Marko Papic!
Marko is a partner at the Clocktower Group, providing research to clients and partners on geopolitics, macroeconomics and markets. He has recently published a book called Geopolitical Alpha: An Investment Framework for Predicting the Future.
Timestamps:
1:00-20:53: Russia
20:53-36:40: China + inflation
37:00-46:41: The Race to Zero/ESG investment concerns
46:40-56:10: Turkey and Brazil and Chile oh my!
55:10-1:04:20 Over-under
1:04:20-end: Basketball
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