How a Geopolitical Analyst Predicts the Outcome of War

In this episode of the Odd Lots podcast, hosts Tracy Alloway and Joe Weisenthal interview Andrew Bishop, a senior partner and global head of policy research at Signum Global Advisors, to discuss geopolitical analysis and how it is created and used by investors. Bishop explains Signum's role in providing political and geopolitical risk advisory services, detailing his background and the methodologies he employs to assess complex global events. The conversation covers how financial investors and corporations utilize geopolitical research, the challenges of predicting outcomes, especially with figures like Trump, and the importance of a rigorous analytical process over relying solely on predictions or intelligence. Bishop also shares insights on specific scenarios, such as the Israel-Iran conflict and potential actions by China regarding Taiwan, emphasizing the need for adaptability and humility in geopolitical analysis.