Released March 15th, 2022
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Marko Papic - A Multi-Polar World
Marko Papic is a partner and chief strategist at Clocktower Group. We cover current events in Ukraine and their potential economic impact, the prospect of inflation and the shifting role of the Fed in response to it, and the evolving positions of China and the US as players on the global stage.
Professional Investors
Macro
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Josh Wolfe - The Past, Present, and Future of Defense
Josh is the co-founder of Lux Capital. Tony, now a partner at Lux, is a retired 4-star General and 11th Commander of the US Special Operations Command. We cover the technology frontiers in defense, the future of semiconductors, and the most important trait of great leaders.
Colossus
Peter Zeihan - The Future of Geopolitics
Peter Zeihan is a geopolitical analyst and author of The Accidental Superpower. We cover America’s changing place in the world, what makes for a strategically advantaged country, and four countries with a bright future.
Colossus
Peter Zeihan - Disunited Nations
Peter Zeihan is the author of Disunited Nations. He is also a geopolitical analyst and speaker. We cover what makes for a successful country, military and non-military technologies, and what Coronavirus has taught us about the world economy.
Video
2020 Setting the Stage: The Next Decade for Geopolitics and Markets
Marko looks forward to the next decade, which he sees with growing importance of government consumption and investment to GDP.
Article
In Russia, Constraints Overcome You
Marko's recent flash report outlining the key constraints Russia is overlooking and the likely outcomes to come as a result.
Article
Multipolarity in Practice: Understanding Russia’s Engagement With Regional Institutions
A historical look back at Russia's increasing engagement with international institutions and the motivations of its multilateralism.
Book
The New Map: Energy, Climate, and the Clash of Nations
A Pulitzer Prize-winning author offers a new account of how energy revolutions, climate battles, and geopolitics are mapping our future.
Book
The Hundred-Year Marathon: China's Secret Strategy to Replace America as the Global Superpower
China's secret strategy to supplant the United States as the world's dominant power by 2049, the 100th anniversary of the People's Republic.
Book
Geopolitical Alpha: An Investment Framework for Predicting the Future
A framework for making sense of geopolitical risks by generating investment relevant insights by focusing on constraints for policymakers.
Book
Young China: How the Restless Generation Will Change Their Country and the World
A portrait of the generation who will define what it means to be Chinese in the modern era.