Investing in a Time of Geopolitical Change

The various scandals engulfing social media companies like Facebook and Twitter are only the tip of the digital iceberg towards which governments, societies, and geopolitics generally are headed. Digital technology is permeating every part of how we are governed - and affecting whom we choose to do the governing.  At the same time, perhaps less visibly, it is affecting authoritarian societies. In this session, we'll explore how digital technology has become what philosophers call a "formal cause", i.e. something that does not merely have effects, but that is actually structuring and shaping political and social choices, and then we will explore how these factors will change investment opportunities.