Thursday 24 October 2024
07:45
Marko Papic
Geopolitical Trilemma
Marko will present his secular thesis – which he has dubbed The Geopolitical Trilemma – and how it impacts long-term investors over the rest of this decade. In addition, he will give his view on where the alpha may be over the short-term horizon, focusing on the interaction of markets with the upcoming US election.
Marko is Chief Strategist at BCA Research and is responsible for the firm’s GeoMacro Strategy Report. Marko previously worked at BCA, founding its Geopolitical Strategy Service. He was most recently a Partner and Chief Strategist at Clocktower Group, an alternative investment asset management firm, where he helped seed discretionary macro hedge funds and provide institutional investors with market insights.
Marko began his career as a Senior Analyst at Stratfor, a global intelligence agency. In his academic work, he helped create the Center for European Union Studies at the University of Texas at Austin. Marko holds an MA in Political Science from the University of Texas at Austin and an MA from the University of British Columbia.
Chief Strategist, BCA Research
Marko is Chief Strategist at BCA Research and is responsible for the firm’s GeoMacro Strategy Report. Marko previously worked at BCA, founding its Geopolitical Strategy Service. He was most recently a Partner and Chief Strategist at Clocktower Group, an alternative investment asset management firm, where he helped seed discretionary macro hedge funds and provide institutional investors with market insights.
Marko began his career as a Senior Analyst at Stratfor, a global intelligence agency. In his academic work, he helped create the Center for European Union Studies at the University of Texas at Austin. Marko holds an MA in Political Science from the University of Texas at Austin and an MA from the University of British Columbia.
