Transitional Matters

Episode Nine: Looking to the future and thinking about the big picture with Marko Papic

Marko returns to the show to continue the conversation. Back in episode six, our conversation centred around geopolitical change. In this episode, we broadened it out - and detailed how to think about the future and think about the big picture.

A great conversation and so highly relevant to the changing world around us.  

Mako today leads Clocktower’s strategy team, providing bespoke research to clients and partners on geopolitics, macroeconomics, and markets. Prior to joining the firm, Marko founded BCA Research’s Geopolitical Strategy practice (GPS) in 2012. Marko began his career as a Senior Analyst at Stratfor. He holds graduate degrees from UT Austin and the University of British Columbia. Marko also authored the great book Geopolitical Alpha.

Episode Eight: Lessons for Today from the Russian Revolution of 1917 with Hassan Malik

In episode eight, Hassan Malik joins me to dive into the fascinating history of Russia and draw out its influence on the modern world.  Hassan is an investor, historian, and author with a unique blend of experiences from investment markets and academic backgrounds, to experience from living in 10 countries and authoring a book on the largest default in history. 

 

To find out more about Hassan's book, Bankers and Bolsheviks please go to: www.bankersandbolsheviks.com 

 

Episode Seven: Debt Cycles, Money, Inflation, Central Banks & Technological Revolutions with Stefan Hofrichter

In episode seven, we dive into the world of money, inflation and the role of technology. In this episode I am joined by Stefan Hofrichter, Head of Global Economics & Strategy at Allianz Global Investors. Stefan also is an economic advisor to the European Securities and Markets Agency, and lectures on technological innovation and the interaction with finance at the Wiesbaden Business School. At some points the conversation turns a little technical, but cling on – it’s got a lot of great conversation in here.

Episode Six: Inequality, US, China, Russia, Ukraine & Europe. The geopolitical outlook with Marko Papic

Episode Six with Marko Papic dives into some of the most important issues around us today from a geopolitical stand point. While this episode we get a little technical at some points, there is a lot of gold in the view Marko brings to the conversation.

Mako today leads Clocktower’s strategy team, providing bespoke research to clients and partners on geopolitics, macroeconomics, and markets. Prior to joining the firm, Marko founded BCA Research’s Geopolitical Strategy practice (GPS) in 2012. Marko began his career as a Senior Analyst at Stratfor. He holds graduate degrees from UT Austin and the University of British Columbia. Marko also authored the great book Geopolitical Alpha.

Episode Five: Understanding the energy transition with Sam Brothwell

In this episode, Sam Brothwell, Director Of Research at Energy Income Partners, LLC, joins me to continue our talks about the energy transformation going on around us, its development and some of the things your really need to know.  

Sam is fantastic thinker, and holds a wealth of experience in the energy space having gone full circle in his career, starting out as an investment analyst looking at energy firms, before working for one. Today Sam runs a number of investment strategies that focus in on this space and his knowledge of all things energy shines through in this conversation.  

Episode Four: The need for batteries in the energy transition with Dr Carl Telford

In this episode, Dr Carl Telford, Research & Innovation Manager at Consortium for Battery Innovation, joins me to talk about the energy transformation going on around us today and why batteries are crucial to this. 

Carl is a great strategic thinker and has helped some of the world's largest industrial, automotive and energy companies plan for the next 20-30 years.

As such our conversation covers a range of topics, including climate risk, energy, advanced materials. 

Episode Three: How digital assets could change the world with Clint Cox

In this episode, Clint Cox, Chief Investment Officer at Crypto Futura Fund joins me to talk all things relating to the progression of digital assets and their future applications such as the metaverse. Clint’s passion for the topic shines through, and even blows up the audio places. But as always the conversation with Clint is mind blowing. Enjoy.

Episode Two: The Importance of Corporate Culture with Global Equity Manager Stephanie Niven.

In this episode, Stephanie Niven, Portfolio Manager of the Global Sustainable Equity

Strategy at Ninety One joins Chris to talk about the importance of corporate culture. Stephanie shares her experience and research outlining why good culture is not only vital for good business, but also how it interacts with so many other hot topics of the day: climate impact, social engagement, and stakeholder capitalism.  A must listen to understand how business are transforming.

Episode One: Digital Transformation with Global equity manager Stephen Yiu

In this episode, Stephen Yiu, Chief Investment Officer and Managing Partner of the Blue Whale Growth Fund joins Chris Marshall to talk about digital transformation, telling the story of trends and transitions from the perspective of the companies he's investing in.