# \[REPLAY\] Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)

An episode of [Capital Allocators – Inside the Institutional Investment Industry](https://invisiblenetwork.ai/podcast/1223764016), 14 Apr 2025, 56 min.

Audio: https://traffic.libsyn.com/secure/tedseides/RE.161_-_Marko_Papic_REPLAY_2025.mp3?dest-id=482814

Marko Papic is the Chief Strategist at Clocktower Group, where he provides research on geopolitics, macroeconomics, and markets. Marko recently published Geopolitical Alpha: An Investment Framework for Predicting the Future, an imminently readable book with colorful examples of political analysis. Marko's approach is akin to Moneyball for politics, challenging the orthodoxy of how others traditionally make investment decisions. Our conversation covers Marko's upbringing, the flaws of most political analysis, and his constraints-based framework. We then turn to the obvious political topic at hand – next week's U.S. Presidential election. We discuss his views of different possible outcomes on the U.S. equity market, rates, tech stocks, China, private equity, ESG, Europe, and emerging markets. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

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