I'm curious as to what the monkeys here think about geopolitical risk. As a background for this post, the Eurasia Group (a global political risk consulting firm whose clients are large financial and other institutions concerned with how politics affect markets) every year releases a "top risks" of the year ahead paper.
Here's the link to the one just released: http://www.eurasiagroup.net/issues/top-risks-2017
Does anyone here who follows markets and/or does their own investing have a systematic way they factor in these types of risk that are inherently hard to quantify but easy to see in plain sight? Anyone familiar with this type of field of risk and willing to share thoughts on Eurasia Group's list? I find political risk to be an interesting cottage industry and want to get others' thoughts.
As a side note, the founder (Ian Bremmer) is a very interesting guy to listen to (and his books are generally good). He's on Bloomberg and Charlie Rose a lot, but he is also active on Facebook and posts lots of videos of him talking to the camera about various current events. It's an interesting perspective, because it's a guy from an academic background in political science but who started his own business at the forefront of a niche industry that inherently overlaps that political knowledge with markets.
