The Library of Mistakes

Ep 14: Geopolitical Alpha (with Marko Papic)


Listen Later

Marko Papic, author of Geopolitical Alpha, joins our Keeper Russell Napier to discuss his investment framework for predicting the future. In a world where geopolitical tensions are ever more influential, Marko is one of the few people with an investment background writing about the impact we can expect them to have. And as someone who grew up in Yugoslavia as it descended into war, and lived through the second highest period of hyperinflation in history, these are issues he has been considering for much of his life.

For more information on the Advanced Valuation in Financial Markets course mentioned by Russell, please see www.didaskoeducation.org.
...more
View all episodesView all episodes
Download on the App Store

The Library of MistakesBy Library of Mistakes

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

38 ratings


More shows like The Library of Mistakes

View all
Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,072 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

943 Listeners

Hidden Forces by Demetri Kofinas

Hidden Forces

1,448 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

361 Listeners

Excess Returns by Excess Returns

Excess Returns

84 Listeners

Macro Hive Conversations With Bilal Hafeez by Bilal Hafeez

Macro Hive Conversations With Bilal Hafeez

95 Listeners

The Grant Williams Podcast by Grant Williams

The Grant Williams Podcast

1,342 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

435 Listeners

Behind the Balance Sheet by Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities

Behind the Balance Sheet

51 Listeners

Forward Guidance by Blockworks

Forward Guidance

273 Listeners

Merryn Talks Money by Bloomberg

Merryn Talks Money

54 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

417 Listeners

The Julia La Roche Show by Julia La Roche

The Julia La Roche Show

86 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

155 Listeners

Geopolitical Cousins by Jacob Shapiro & Marko Papic

Geopolitical Cousins

80 Listeners