ARTIFICIAL INTELLIGENCE
An AI-native strategy firmGlobal Advisors: a consulting leader in defining quantified strategy, decreasing uncertainty, improving decisions, achieving measureable results.
A Different Kind of Partner in an AI World
AI-native strategy
consulting
Experienced hires
We are hiring experienced top-tier strategy consultants
Quantified Strategy
Decreased uncertainty, improved decisions
Global Advisors is a leader in defining quantified strategies, decreasing uncertainty, improving decisions and achieving measureable results.
We specialise in providing highly-analytical data-driven recommendations in the face of significant uncertainty.
We utilise advanced predictive analytics to build robust strategies and enable our clients to make calculated decisions.
We support implementation of adaptive capability and capacity.
Our latest
Thoughts
Global Advisors’ Thoughts: Leading a deliberate life
By Marc Wilson
Marc is a partner at Global Advisors and based in Johannesburg, South Africa
Download this article at https://globaladvisors.biz/blog/2018/06/26/leading-a-deliberate-life/.
Picket fences. Family of four. Management position.
Mid-life crisis. Meaning. Purpose.
Someone once said that, “At 18, I had all the answers. At 35, I realised I didn’t know the question.”
Serendipity has a lot going for it. Many people might sail through life taking what comes and enjoying the moment. Others might be open to chance and have nothing go right for them.
Some people might strive to achieve, realise rare successes and be bitterly unhappy. Others might be driven and enjoy incredible success and fulfilment.
Perhaps the majority of us become beholden to the momentum of our lives.
We might study, start a career, marry, buy a dream house, have children, send them to a top school. Those steps make up components of many of our dreams. They are steps that may define each subsequent choice. As I discussed this with a friend recently, he remarked that few of these steps had been subject of deliberations in his life – increasingly these steps were the outcome of momentum. Each will shape every step he takes for the rest of his life. He would not have things any other way, but if he knew what he knows now, he might have been more deliberate about choice and consequence…..
Read more at https://globaladvisors.biz/blog/2018/06/26/leading-a-deliberate-life/
.
Strategy Tools
PODCAST: Strategy Tools: Growth, Profit or Returns?
Our Spotify podcast explores the relationship between Return on Net Assets (RONA) and growth, arguing that both are essential for shareholder value creation. The hosts contend that focusing solely on one metric can be detrimental, and propose a framework for evaluating business portfolios based on their RONA and growth profiles. This approach involves plotting business units on a “market-cap curve” to identify value-accretive and value-destructive segments.
The podcast also addresses the impact of economic downturns on portfolio management, suggesting strategies for both offensive and defensive approaches. The core argument is that companies should aim to achieve a balance between RONA and growth, acknowledging that both are essential for long-term shareholder value creation.
Read more from the original article – https://globaladvisors.biz/2020/08/04/strategy-tools-growth-profit-or-returns/

Fast Facts
Fast Fact: The rate of technology adoption exploded in the 1990s
The 1990s were an inflection point in the adoption of new technologies. While radio showed fast adoption in the 1920s, new technologies introduced post 2010 had reached penetrations of more than 30% of the United States population within 3 years from launch. PCs...
Selected News
Term: Kalshi – Prediction market
“Kalshi is the first regulated U.S. exchange dedicated to trading event contracts, allowing users to buy and sell positions on the outcome of real-world events such as economic indicators, political, weather, and sports outcomes. Regulated by the CFTC, it operates as an exchange rather than a sportsbook, offering, for example ‘Yes’ or ‘No’ contracts.” – Kalshi – Prediction market
Kalshi represents the first fully regulated U.S. exchange dedicated to trading event contracts, enabling users to buy and sell positions on the outcomes of real-world events including economic indicators, political developments, weather patterns, and sports results. Regulated by the Commodity Futures Trading Commission (CFTC), it functions as a true exchange rather than a sportsbook, offering binary ‘Yes’ or ‘No’ contracts priced between 1 cent and 99 cents, where the price mirrors the market’s collective probability assessment of the event occurring.3,5,7
Unlike traditional sportsbooks where users bet against the house with bookmaker-set odds incorporating a ‘vig’ margin, Kalshi employs a peer-to-peer central limit order book (CLOB) model akin to stock exchanges. Traders place limit or market orders that match based on price and time priority, with supply and demand driving real-time prices; for instance, a ‘Yes’ contract at 30 cents implies a 30% perceived likelihood, paying $1 upon resolution if correct.2,3,4,5
The platform’s event contracts demand objectively verifiable outcomes, with predefined resolution criteria and data sources to mitigate manipulation. Categories span economics (e.g., Federal Reserve rates, inflation, GDP), finance (e.g., S&P 500 movements), politics, climate, sports, and entertainment, featuring combo markets and leaderboards for enhanced engagement.4,5,6
Kalshi requires collateral akin to a brokerage, employing portfolio margining to optimise requirements across positions, and pays interest on idle cash. Customer funds reside in segregated, FDIC-insured accounts with futures-style protections, distinguishing it from offshore platforms like Polymarket by providing legal recourse and no need for VPNs or tokens.3
Studies indicate prediction markets like Kalshi often surpass traditional polls in forecasting accuracy, as seen in the 2024 election where its institutional markets tracked macro outcomes closely.3
Key Theorist: Robin Hanson and the Intellectual Foundations of Prediction Markets
Robin Hanson, an economist and futurist, stands as the preeminent theorist behind prediction markets, having formalised their efficacy as superior information aggregation mechanisms. Born in 1959, Hanson earned a PhD in social science from the California Institute of Technology in 1998 after prior degrees in physics and philosophy, blending interdisciplinary insights into his work.
A research associate at the Future of Humanity Institute and professor of economics at George Mason University, Hanson’s seminal contributions include his 1990s advocacy for ‘logarithmic market scoring rules’ (LMSR), a market maker algorithm ensuring liquidity and truthful revelation of beliefs. He popularised the notion of prediction markets as ‘truth serums’ in his 2002 paper ‘Combinatorial Information Market Design’ and book The Age of Em (2016), arguing they harness collective intelligence better than polls or experts by incentivising accurate forecasting through financial stakes.
Hanson’s relationship to platforms like Kalshi stems from his long-standing push for regulated, government-approved prediction markets. In the early 2000s, he proposed the ‘Policy Analysis Market’ (PAM) for the Pentagon to trade on geopolitical events, highlighting their predictive power despite controversy leading to its cancellation. He testified before U.S. Congress on legalising event markets, critiquing bans under the Commodity Futures Modernization Act. Kalshi’s CFTC-regulated model directly realises Hanson’s vision, transforming his theoretical frameworks from academic grey zones into practical, compliant exchanges that democratise forecasting on real-world events.3,5
References
1. https://dailycitizen.focusonthefamily.com/kalshi-prediction-markets-kids-gamble-online/
3. https://www.ledger.com/academy/topics/economics-and-regulation/what-is-kalshi-prediction-market
4. https://news.kalshi.com/p/how-prediction-markets-work
5. https://news.kalshi.com/p/what-is-kalshi-f573
6. https://help.kalshi.com/kalshi-101/what-are-prediction-markets
8. https://www.netsetsoftware.com/insights/build-prediction-market-platform-like-kalshi/

Polls
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
Services
Global Advisors is different
We help clients to measurably improve strategic decision-making and the results they achieve through defining clearly prioritised choices, reducing uncertainty, winning hearts and minds and partnering to deliver.
Our difference is embodied in our team. Our values define us.
Corporate portfolio strategy
Define optimal business portfolios aligned with investor expectations
BUSINESS UNIT STRATEGY
Define how to win against competitors
Reach full potential
Understand your business’ core, reach full potential and grow into optimal adjacencies
Deal advisory
M&A, due diligence, deal structuring, balance sheet optimisation
Global Advisors Digital Data Analytics
14 years of quantitative and data science experience
An enabler to delivering quantified strategy and accelerated implementation
Digital enablement, acceleration and data science
Leading-edge data science and digital skills
Experts in large data processing, analytics and data visualisation
Developers of digital proof-of-concepts
An accelerator for Global Advisors and our clients
Join Global Advisors
We hire and grow amazing people
Consultants join our firm based on a fit with our values, culture and vision. They believe in and are excited by our differentiated approach. They realise that working on our clients’ most important projects is a privilege. While the problems we solve are strategic to clients, consultants recognise that solutions primarily require hard work – rigorous and thorough analysis, partnering with client team members to overcome political and emotional obstacles, and a large investment in knowledge development and self-growth.
Get In Touch
16th Floor, The Forum, 2 Maude Street, Sandton, Johannesburg, South Africa
+27114616371
