The Ideological Investor does not abandon analysis but reorients it. Instead of treating geopolitics, technology, or culture as “externalities” to be hedged, they treat them as the primary drivers of value. This means integrating geopolitical intelligence into risk analysis, and treating AI not merely as an industry to bet on but as a structural... See more

I have been obsessively thinking and researching the phenomenon of modernization for over forty years . I have come to realize that what each country has experienced over the past few centuries is not a unique phenomenon but part of a broader paradigm shift in human civilization . This shift is not influenced by any country, individual, or small... See more