Dimes and Judas have a discussion on the essentiality of merging economics and geopolitics as a form of short-term forecasting, citing the book “Geopolitical Alpha” by Marko Papic. Here they explore the shift from the Washington Consensus to the Buenos Aries Consensus, coupled with the eternal importance of constraints over idealism.

Timestamps:

3:04– The Shift from the Washington Consensus

06:59– Newtonian Investors and Overreliance on Math

17:11– The System for Financial Geopolitical Forecasting

20:39– Media Voter Theory and Finding the Election’s Hook

29:11– Examples of Poor Predictions

34:42– Where to Dig Deep for the Right Information Flows

36:40– Predictions for the Next Decade