EPISODE · Dec 23, 2023 · 29 MIN
Ep6 - "Geopolitical Alpha" by Marko Papic (p. 2020), w/ guest Shawn Cain, Tax Examiner
from #BLUFFbooks Podcast · host Ian Gates
#BLUFFbooks 📚 "Geopolitical Alpha" by Marko Papic (2020) 💡Big Ideas Below ⬇️Subtitle: "An Investment Framework for Predicting the Future." -----💡1. A Leader's Preferences Are Optional. (But Her Constraints are Mandatory!)💡2. What’s The Net Assessment? (When Facing Uncertainty, Start by Ruling Out the Absurd.)💡3. I’m Their Leader, So I Must Follow Them. (Ignore the Median Voter at your peril.)💡4. Simplifying the News is Necessary (But Oversimplifying Is Dangerous!)💡5. Invasion of the Namedroppers (Beware the Hubris of Influencers, Wannabes, Has-Beens.)
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Ep6 - "Geopolitical Alpha" by Marko Papic (p. 2020), w/ guest Shawn Cain, Tax Examiner
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