The Perch Pod with Jacob Shapiro

49: What is Putin Trying to Prove, Inflation, etc. with Marko Papic


Listen Later

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

Questions? Comments? Reach out at: [email protected]

Links:

Download the transcript here.

Subscribe to the Perch Perspectives Newsletter here.

Check out LatamPolitik here!

Socials:

Twitter: @PerchSpectives

LinkedIn: Perch Perspectives

Website: https://perchperspectives.com/

...more
View all episodesView all episodes
Download on the App Store

The Perch Pod with Jacob ShapiroBy Perch Perspectives LLC

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

88 ratings