Marko Papic on hegemony

I'm not trying to tell you that American hegemony is a good thing.  I'm telling you that any hegemony is a good thing for us as investors.  American, Chinese, alien overlord takes over earth as long as they let us invest, baby, that's good for us.  That's my point: it resolves information problems.

~ Marko Papic, "Geopolitical risk in the equity markets," YouTube, 22:00 mark, January 8, 2015