IRB Media

Please note: This is a companion version & not the original book. 

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#1 The world is undergoing paradigm shifts on multiple fronts: political, geopolitical, generational, and technological. What these changes are and their implications for the future are beyond the scope of this book.

#2 In 1986, my father joined General Export, a conglomerate that controlled 12 to 13 percent of Yugoslav foreign trade and nearly a third of Serbian trade with the rest of the world. The company was based on pure geopolitical alpha. But when the Soviet Union collapsed, so did Genex’s entire corporate strategy.

#3 The same can be said for investors. The training, certifications, and experience they gained during the past 35 years have woefully underprepared investors for the geopolitical paradigm shifts occurring.

#4 Politics and geopolitics have long played a role in investment and business decisions, and have done so for centuries. However, today the curricula of most MBA programs and the CFA curriculum ignore these factors.

Summary of Marko Papic & Steven Drobny's Geopolitical Alpha

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