On Episode 026 of From the Research Chair, Michael and Jason discuss geopolitics; one of their favorite subjects. Yet one where few investors tread. Specfically:
1. A simple framework for understanding geopolitics
2. Why geopolitics is important for investors
3. Ramifications of globalization, good and bad
4. Possible hotspots
Michael Falk, CFA, CRC and Jason A. Voss, CFA host From the Research Chair, a twice monthly show designed to help your team's improve their investment philosophy, process, and execution.