4.8 • 1.9K Ratings
🗓️ 7 May 2024
⏱️ 61 minutes
🧾️ Download transcript
Marko Papic is a macro strategist who incorporates geopolitics into his investment analysis. He is also the author of "Geopolitical Alpha: An Investment Framework for Predicting the Future." In this conversation, we talk about geopolitical alpha, how to apply it to your investment process, China, Ukraine, Russia, Isreal, El Salvador, United States, rest of the world, commodity prices, public media narrative, inflation, proxy wars, bitcoin, and more.
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Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/
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0:00.0 | What's up, everyone? This is Anthony Pompliano. Many of you know me as Pomp. You're listening to the Pomp |
0:07.7 | podcast, which is my effort to find the most interesting people in the world and sit with them for hours while I ask questions in an effort to learn. So it would mean the world to me if you would subscribe to the show on your favorite audio platform, watch episodes on YouTube, |
0:21.1 | and tell your friends and family about the podcast. My goal is to help millions learn from the |
0:26.5 | world's most interesting people. So let's get in to today's episode. Today's episode is with |
0:31.5 | Marco Papique. He's a macro strategist who incorporates geopolitics into his investment analysis, |
0:36.5 | and he's also the author of Geopolitical |
0:38.5 | Alpha. In this conversation, we talk about geopolitical Alpha, what it is, how you can apply it in |
0:43.8 | your investment process. Then we go around the world, China, Ukraine, Russia, Israel, Iran, Africa, |
0:50.5 | Argentina, El Salvador, and the United States. We talk about various things, including |
0:54.8 | demographics, how he's looking at commodity prices, why the public media narrative may not always |
1:00.5 | be the best thing to listen to, how inflation, the national debt, the fighting of proxy wars, |
1:05.1 | and also the issues at the southern border are all playing into his current investment philosophy. |
1:10.6 | We also cover things like |
1:11.8 | Bitcoin, crypto assets, demographics, and robotics as well, and I think that you will learn a ton |
1:16.7 | from this conversation. Here is my conversation with Marco Papique. Anthony Pompliano runs |
1:22.8 | pomp investments. All views of him and the guests on his podcast are surely their opinions and do not |
1:28.3 | reflect the opinions of pomp investments. You should not treat any opinion expressed by |
1:32.8 | pomp or his guest as a specific inducement to make a particular investment or follow a particular |
1:37.8 | strategy, but only as an expression of his personal opinion. This podcast is for informational |
1:43.1 | purposes only. |
1:51.8 | Today's episode is brought to you by Consensus 2024 by CoinDesk. On May 29th through the 31st, |
1:56.1 | I'll be heading to Austin, Texas to speak at Consensus, the world's most established global event for all things, crypto, blockchain, and web three. I'll be sharing my thoughts on what the next |
... |
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