What Investors Need to Know About Geopolitics with Marko Papic
Excess Returns
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Why Should Investors Pay Attention to Geopolitics and Politics?
Sally Kohn: Sometimes we have a hard time separating what's important from what is just noise. She says investors should only worry about geopolitics and politics when it undermines the fundamentals that you take for granted. "Geopolitical alpha" is more difficult to get right than geopolitical beta, she says.
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