According to former geopolitical consultant Marko Papic, the benign geopolitical backdrop of the past 35 years has left investors “woefully underprepared”.
Ever since Mikhail Gorbachev’s 1985 “Leningrad speech”, capitalism became the only game in town. Geopolitics has continued to play a role, but only really in the background, as US hegemony provided a dividend in the form of globalisation, an expansion in the global labour supply and free-market policies.
That changed after the Great Financial Crisis of 2008, as the world has moved towards a multi-polar world in which there is no single centre of power. The book, Geopolitical Alpha: An Investment Framework For Predicting The Future is Papic’s framework for helping people understand and prepare for the geopolitical power shifts underway.