Ethan Edwards’s Reviews > Geopolitical Alpha: An Investment Framework for Predicting the Future > Status Update

This is incredibly insightful in analysis political events today. His analysis of Trump and the trade wars are incredibly accurate even five years later. Chapter 6 was rly good

Essentially broken down the first five chapters: the authors framework for analyzing geopolitics is one of identifying constraints on political actors from around the world. He straights by explaining a brief history of political events in the past and how the past 50 years have been relatively stable for investors. His pillars are: material dialectic, diagnostic information, and the situation trumps the person