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49: What is Putin Trying to Prove, Inflation, etc. with Marko Papic
Manage episode 319720133 series 3307851
Perch Perspectives LLC द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Perch Perspectives LLC या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
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: info@perchperspectives.com
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