Marko Papic

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

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

1hr 19mins

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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

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

1hr 5mins

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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

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

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

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

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

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

44mins

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