There are few instincts sharper than those of a talented journalist. Izabella Kaminska, founder and editor of The Blind Spot, and her colleague Dario Garcia Giner have those instincts in spades. While still at the Financial Times, on December 10, 2021, Izabella penned a thought provoking article titled Do portfolios have a UAP risk?. Long before anyone was talking about UAP in the financial sector Izabella recognized that this taboo subject could impact markets and was worth paying attention to. That article led to research analyst Dario Garcia Giner reaching out and joining Izabella at The Blind Spot where they continue their work uncovering interesting and important corners of markets that remain overlooked. Listen in as we discuss with Izabella and Dario their perspectives on UAP, geopolitics, and the complexity of understanding and managing risk in a sci-fi like world.
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Episode TimeStamps:
03:33 - What have UAPs even to do with finance?
09:26 - When will UAPs become a common risk disclosure?
15:59 - Who is Ryan Graves and why is he important?
19:15 - Their reaction to Politico article by Chris Mellon
26:20 - Classified information, lacking coverage and the Havana Syndrome
32:03 - A potential for geopolitical conflict
39:13 - The biggest underpriced risk in global markets
44:43 - Conspiracy theories and the weird factor
51:55 - Mass fragmentation and loss of trust in media
01:00:32 - What is happening at the South Pole?
01:06:56 - Inspiration and book recommendations
01:12:00 - Thanks for listening
01:12:39 - Key takeaways from Niels
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