Marko Papic

Clocktower; geopolitical alpha, constraint framework

Partner and Chief Strategist at Clocktower Group, a macro advisory and investment firm. Previously a senior strategist at BCA Research, he built a track record forecasting political outcomes through material constraints rather than leader intent. His book 'Geopolitical Alpha' (2020) formalised the constraint framework, arguing that structural limits on policymakers—not their preferences—drive market-relevant outcomes.