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Clocktower

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 26, 2020 by Marko Papic · across every show →

Everything said about Clocktower, oldest first

Oct 26, 2020 neutral
Assertion Partly supported
Papic: Institutional allocators hold only ~2% China exposure versus 20-25% global GDP share
“Look, right now, from what we understand at Clocktower, the allocation to China is about two percent. For real money allocators, and it's like 20, 25% of global economy.”
Marko Papic Oct 26, 2020 ▶ 32:02 Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
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