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IN THIS EPISODE
This month, I get to sit down with my partner-in-crime here at Lykeion, Jacob Shapiro, to explore how the shifting geopolitical landscape is impacting investment frameworks and horizons.
Is geopolitics a valid input for investors? I delve into what Jacob thinks are the key geopolitical drivers today, why they matter, and how to build an investment framework around them. We look at some of the key themes of this moment in time: China, USD hegemony, and the opportunities within de-globalization. But beware of the hyperbole.
Jacob also points out that some of the biggest stories and intoxicating headlines can often be the least interesting geopolitical drivers. The relevance of geopolitics to investing, however, is rising and investors will increasingly need to incorporate these trends into their investment framework over the coming decade.
If you enjoy this episode, remember, Roger & Jacob are the masterminds behind our Lykeion Research tier.
Research is a once a month written report, exploring 5-10 actionable themes at the intersection of Geopolitics and Macroeconomics – the two most important and converging forces of the day.
We designed Research to be investment grade but priced it for retail at $15/month.
Give it a try, and email us anytime to let us know what you think.
Roger and Samantha explore the 2024 outlook for equities, bonds, and the US Dollar, the outlook for wage inflation, and the unintended consequences of the BoJ's monetary policy.
