A Healthier Financial Media Diet

Weekly explorations covering the intersection of Business, Finance, & Geopolitics.

Read by hedge fund managers in New York & digital nomads in Costa Rica.

Read by people at:

Google Goldman Sachs BainCapital Harvard University Wallstreet Journal

Highly recommend, superbly written and uniquely rational in a world that favours tribalism. The kind of macro and geopolitics research that looks at both sides of the story before coming to conclusions."

Dylan Wilson, CIO at Peckham Spring Capital

Instead of focusing on ‘what’ to think, Lykeion highlights ‘how’ to think about macro and geopolitics in an objective, well-researched, and entertaining way without a specific bias or agenda. Highly recommended to anyone in finance, consulting, and economics.

Tomas Sampaio, Executive Director at Morgan Stanley

Research
Members Public

Max Geopolitical & Macro Uncertainty in Q1.

Jacob and Roger explain why the uncertainties around the Russia-Ukraine War and China's Re-Opening should make investors extremely conservative in Q1.

Tim Purcell
Members Public

Charts of the Month - Jan '23

First time reading Lykeion? Sign up here. Black Gold “When we think about commodities in physical markets, they’re what we call volume-metric markets. They’re driven by the quantity consumed. To be bullish on an oil market or a copper market, it’s really easy. You look at the

Jacob Shapiro
Geopolitics
Members Public

Evolving Alliances and Why We’re Still Bullish Brazil

We explore last month's local news of global impact and remind readers of why we still like Brazil.

Diego Tremiterra
Markets
Members Public

Max Uncertainty in 2023, So Focus on The Long Term

In a year of max uncertainty due to the divergence of outcomes possible, let's focus on what we know.

Diego Tremiterra
Crypto
Members Public

Lessons Learned in 2022

We highlight the six lessons we learned in 2022.

Tim Purcell
Members Public

Charts of the Year - December '22

Deglobalization, U.S. Government Refinancing vs. Market Interest Rates, Global Food Prices, Texas Energy, 2022 Bubbles Bursting, Travel

Research
Members Public

Laying the Foundations

The first publication of Lykeion Research lays the groundwork for the converging worlds of Geopolitics & Macro.

Diego Tremiterra
Markets
Members Public

The Case for a Soft Landing in the US

We lay out a four-step process that showcases how a US soft landing could materialize.

Tim Purcell
Charts
Members Public

Charts of the Month - November '22

Wealth vs GDP, Deglobalization Rising, Structural Shifts in Sector Returns, The Shifting Semiconductor Landscape, The Idiocy of Climate Policy, and Black Friday Madness

Jacob Shapiro
Geopolitics
Members Public

China Update, an Emerging Poland, and a Bright Brazilian Future

Mystery brewing in China, a rising Poland, and politics aside, Brazil has a bright future

Tim Purcell
Editorial
Members Public

Israel & Lebanon: A Maritime Border Agreement

Natural gas fields provide some common ground for a maritime border agreement

Diego Tremiterra
Members Public

Bear Markets: How to Identify a Bottom

We highlight a framework that helps us get a sense of what round of the current bear market we are in.

Diego Tremiterra
Crypto
Members Public

Bitcoin: The Bull and The Bear

We clarify the bull and bear arguments you’re likely to hear about in this part of the cycle.