• Episode 7: A New Global Order: Integrating Geopolitics with Anastasia Titarchuk and Marko Papic

  • Feb 6 2024
  • Length: 1 hr and 39 mins
  • Podcast

Episode 7: A New Global Order: Integrating Geopolitics with Anastasia Titarchuk and Marko Papic By cover art

Episode 7: A New Global Order: Integrating Geopolitics with Anastasia Titarchuk and Marko Papic

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  • Summary

  • After a four decade relative period of global stability, the world order has fractured and grown more unpredictable. The new multi-polar reality poses a major problem for leaders and investors as our traditional guardrails, narratives, and structures seem less useful. How should an investor integrate geopolitical trends into their investment thesis and what pitfalls and common mistakes should we watch out for?

    Guests:

    Anastasia Titarchuk, CIO, New York State Common Retirement Fund

    Marko Papic, Partner, Clocktower Group
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