Clocktower Group
7 statements across 2 episodes · 4 bullish · 2 bearish · 2 people on the record · first statement Oct 26, 2020 by Marko Papic · said 14 times in 3 episodes since 2020 · across every show →
Mentions by year
brought up most by Paula Volent (6), Ted Seides (5), Marko Papic (3)
tap a year for its mentions
2022 10 mentions in 2 episodes 5 per episode
2020 4 mentions in 1 episode
Everything said about Clocktower Group, oldest first
Oct 26, 2020 bullish
Oct 26, 2020 bullish
Oct 26, 2020
Papic: Boring academics yield better geopolitical insights than famous insiders
“I do encourage people to seek out experts and to seek out people who know, but quite often it's the technocrat. It's the academic who's been buried in an ivory tower for the past 30 years looking at this one issue. It's quite often the boring contact that will…”
May 5, 2022 bearish
Drobny: Bonds and short sellers no longer provide effective portfolio diversification
“Bonds aren't a diversifier anymore. There's not many short sellers left. You mentioned Jim Chana's, who's a legend and incredible, but there are not many short sellers left. It's very hard to find diversifying strategies anymore.”
May 5, 2022 positive
May 5, 2022 bearish
Drobny: 14 years in, crypto lacks any use case beyond speculation
“And so right now I hear the word constantly, we're in the early innings, but crypto has been going on since 2008 now, so we're 14 years into it. And there still isn't really a core use case other than speculation and capital raising. There's no businesses that…”
May 5, 2022 bullish
Drobny: Financial services represent massive profit pools ripe for fintech disruption
“And by the way, the thesis behind FinTech is that in every country in the world, financial services is generally somewhere between 10 to 20% of market cap and GDP. And so if you can disrupt that, that's a big piece of profits and revenues to go after and build…”