An Investment Framework for Predicting the Future

With votes still being tallied in several states days after Election Day, this race has been closer than many in the mainstream media expected. Our mailbag has been exploding with hundreds of questions from listeners about the impacts of each side winning could have on the markets. It's an extremely complex issue that could have big implications for you and your money. So Dan decided to bring in geopolitical expert, Marko Papic, onto the show for this week's interview to help him answer some questions. Marko works as partner and chief strategist at Clocktower Group, an alternative investment asset management firm where he leads the firm's strategy team providing bespoke research to clients and partners on geopolitics, macroeconomics, and markets. Marko is also author of the book, Geopolitical Alpha: An Investment Framework for Predicting the Future. Dan and Marko talk about the implications of a Trump victory versus a Biden victory, the likelihood of the Senate switching, as well as some industries that could explode whether Trump or Biden is elected. But Marko has a warning for the bulls. He says that his research shows there's about a 30% chance there could be a big 'hiccup' that currently isn't being priced into the market...