Terms

Geopolitics

Geopolitics is the science of studying the relationship amongst nations

Asset Classes

Gold
Silver

Entities

13D Global Strategy & Research
Atlantik-Brücke
Atlas Organization
BCA Research
BK Asset Management
Center for Strategic and International Studies
Center on Global Energy Policy
Clocktower Group
Cornerstone Analytics
Cruickshank & Dean Global Intelligence
Energy Outlook Advisors
Enodo Economics
Eurasia Group
European Council on Foreign Relations
Geopolitical Futures
Haidar Capital Management
Height Capital Markets
House Mountain Partners
Kalshi
Lykeion
Macro Hive
Medley Global Advisors
Orbital Insight
PGurus
Perch Perspectives
Port Phillip Publishing
Rapidan Energy Group
Schmidt Futures
Sidar Global Ventures
Steno Research
Sunny Asset Management
TankerTrackers.com
The Blind Spot
Transversal Consulting
View from the Peak
Zeihan on Geopolitics
Zulauf Consulting

People

Agathe Demarais
Aimen Dean
Amy Jaffe
Anas Alhajji
Azeem Azhar
Ben Hubbard
Bob McNally
Bruce Bartlett
Carne Ross
Cenk Sidar
Chase Taylor
Chris Miller
Daniel Drezner
Daniel Lansberg-Rodriguez
Daniel Markey
Daniel Want
Daniel Yergin
David Dorr
David Greene
Dee Smith
Dewardric McNeal
Diana Choyleva
Ed Campbell
Ed Harrison
Edward Goldberg
Ellen Wald
Eric Fry
Eric Lee
Erik Norland
Felix Zulauf
George Friedman
Hannes Meissner
Harald Malmgren
Helima Croft
Henry Kissinger
Ho-Fung Hung
Ian Bremmer
Isuru Seneviratne
Jacob Shapiro
James Stafford
Jamie Metzl
Javier Blas
Jay Pelosky
Jeff Clark
Jeff Currie
Jeremy Ghez
Jonathan Ward
Julia Friedlander
Julie Klinger
Karen Harris
Leah McGrath Goodman
Louis-Vincent Gave
Lowell Randel
Mario Lima
Marko Papic
Martin Wolf
Michael Beckley
Michael Hudson
Michael Krieger
Mikkel Rosenvold
Nick Eberstadt
Noel Quinn
Nomi Prins
Noreena Hertz
Nouriel Roubini
Orville Schell
Patrick Perret-Green
Paul Kennedy
Peter Sainsbury
Peter Zeihan
Pippa Malmgren
Rachel Ziemba
Renè Aninao
Rod Grierson
Samuel Charap
Shehzad Qazi
Stephen Cohen
Steve Hanke
Suriya Jayanti
Thomas Kaplan
Tim Marshall
Tom Miller
Tracy Shuchart
Weston Nakamura
Willem Middelkoop
William White
Worth Wray
Xavier Rolet

Publications

Architects of Change
Backfire
BlackRock Blog
Boom and Bust
Cognitive Dissidents
Crude Volatility
Currency Wars
Geopolitical Alpha
Global Energy Alert
Global Situation Report
NutStuff
Oil, Dollars, Debt, and Crises
Principles for Dealing with the Changing World Order
Principles of Commodity Economics and Finance
Prisoners of Geography
Strategic Intelligence
Strategic Investment Conference
The Breakdown
The End of the World Is Just the Beginning
The Exchange
The Next 100 Years
The Next Great Bull Market
The Quest
The Secret History of the American Empire
The pH Report
Time
World Politics

  • Geopolitics is a method for forecasting events that will take place in the international system
  • Wars, Negotiations, Trade, etc go on all the time
  • Markets are a subset of the geopolitical system
  • Markets only seem not notice geopolitical events when they impact markets (black swan disruptions)