Geopolitical Alpha: An Investment Framework for Predicting the Future By Marko Papic Back when folks could still meet for drinks in a hotel lobby, I found myself in a conversation with the owner of a small holdings company. After we spoke about our respective professions, he stared at me blankly and asked, “And? What’s your […]
What We’re Reading: Alphas and Armenia
Weekly reviews of what's on our bookshelves.


