Geopolitical Risk
topic on 2 shows · 2 statements across 2 episodes
the Knowledge Project 
Capital Allocators
2 statements about Geopolitical Risk, every show
Papic: Markets React to Rate of Change in Geopolitical Risk, Not Absolute Levels
“One of the things that I think is very important as investors start to incorporate politics and geopolitics more and more into their toolbox is just to understand that while you as a human being really cares about absolute levels of risk, the market is not hum…”
Flatt: Politics barely matter when investing in domestic backbone infrastructure
“We invest in backbone infrastructure, largely, and even our private equity businesses are backbone infrastructure type businesses. Therefore, what's important for us is to go to good countries with good people that you can operate with the standards we operate…”