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Ep 14: Geopolitical Alpha (with Marko Papic)
Library of Mistakes
The Constraint Framework and the Future of Geopolitics
Russell: I was brought up in Northern Ireland during the troubles, so I've got a different perspective on some things. Long before you wrote this book, we used to talk about the constraint framework. Do you want to outline for us what that constraint framework is and how it helps you shape your future forecast on geopolitics? Russell: It's a way to begin for an investor to approach politics systematically. How do you do that? You focus on the material reality in which policymakers are embedded.
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