Our job is not to see the future; it’s to see the present very clearly. Join us as we sketch out the major themes that we believe will underpin the “twenties.” The intention is to identify the broad narratives that will define the next decade and the investment strategies to accompany them. The five paradigms we consider are: balanced multipolarity, generational conflict, China’s introspection, atoms over bits, and climate change as an investment thesis.

About the speaker:

Marko Papic is a Partner and Chief Strategist at Clocktower Group, an alternative investment management firm based in Santa Monica, California. He leads the firm’s Strategy Team, providing bespoke research to clients and partners on geopolitics, macroeconomics, and markets. He is also the author of Geopolitical Alpha, a book that introduces his highly acclaimed constraints-based framework to investors. It is an important addition to the field of prediction science.