Navigating the Converging Worlds of
Macro & Geopolitics
About
Lykeion Research
Lykeion Research leverages two of the most prolific analysts in their respective fields and brings them together to explore and navigate this inflection point in global financial markets: the converging worlds of Macro and Geopolitics.
Through a balanced blend of experience driven insights, topped with humility, curiosity, and non-tribalism, Jacob & Roger are teaming up to bring to life this three-part research product. (see more below for additional product information).
The Lykeion Newsletter has laid the groundwork and brought thousands of readers from around the globe into our family. Now, Lykeion Research provides readers with a deeper understanding of the nuances and complexities arising from this multipolar geopolitical world which is running head-on into a shaky and rapidly evolving global macro backdrop.
For professional and retail investors, multinational businesses, students, and those who simply desire more insightful content that is free of noise and tribalism, Lykeion Research will always focus on long-term themes and aims to be a cornerstone of our readers’ decision making process through structured geopolitical and investment frameworks.
About the AuthorsTwo world class analysts under one roof
Roger Hirst
In his past life, Roger spent over two decades on the equity derivative desks at various investment banks including Morgan Stanley, Goldman Sachs, SBC Warburg, and Deutsche Bank. His specialty was multi-asset and macro sales, working with some of the world's leading macro and equity long/short hedge funds and major multi-asset institutions.
At Goldman Sachs and Morgan Stanley, he was instrumental in building London's leading Delta-1 franchises for sector and bespoke basket flow trading.
Currently, Roger is the Managing Editor of Real Vision Creative Studios where he researches, writes, and presents a weekly macro show for Refinitiv (part of LSEG), as well as consults with leading financial institutions on their content and media strategy.
Roger received a Master’s Degree in Geography and an MSc in Agricultural Economics, both from Oxford University, where he rowed for the Oxford Second VIII (Isis). He occasionally still hauls himself down the river, though the glory days have now been dulled by a penchant for food and wine.
Jacob Shapiro
Jacob is Partner & Director of Geopolitical Analysis at Cognitive Investments, where he integrates geopolitics directly into CI’s investment strategies. In addition to his research duties, he authors the “Global Situation Report,” a weekly intelligence brief on the world’s most important developments, and hosts the podcast series, "Cognitive Dissidents“, which features interviews with a diverse array of foreign policy, technology, and global business experts.
He is also the Founder and Chief Strategist of Perch Perspectives, a business and political risk consulting firm that works directly with a group of select clients, helping to identify and plan for key global risks to their supply chains.
Previously, Jacob was Director of Analysis at Geopolitical Futures (GPF), which he co-founded with strategist George Friedman. Before GPF, Jacob was Director of the Operations Center at Stratfor, the geopolitical intelligence firm.
He received a Master’s Degree with distinction from Oxford University and a Bachelor’s Degree from Cornell University in Near Eastern Studies.
Jacob is an expert connoisseur of cheeseburgers and when he doesn’t have his head buried in a book, you can find him at a random pick-up basketball game somewhere in New Orleans doing his best Larry Bird impersonation.
Research Includes
Three parts to the whole
The
Report01
The document you’re about to sign up for. It’s the foundational monthly research report covering the converging worlds of Geopolitics and Macro.
![[research-home-block] the-report](/content/images/2022/11/feature_icon1.png)
Ask Me
Anything 02
A follow up discussion with Roger & Jacob to cover the nuances from The Report, and for readers to learn from one another. It’s an open forum, BYOB type conversation.
![[research-home-block] a-m-a](/content/images/2022/11/feature_icon2.png)
Archive
Access 03
Get instant access to the entire back catalog of Research publications.
![[research-home-block] note-packs](/content/images/2022/11/feature_icon3.png)
Free
Reports
A taste of Lykeion Research… on the house
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.
Laying the Foundations
The first publication of Lykeion Research lays the groundwork for the converging worlds of Geopolitics & Macro.
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Jacob, Roger and the entire Lykeion team offer an invaluable spectrum of expertise. I find everything they write to be thoughtful, engaging and extremely helpful in navigating what is a very difficult market environment.”
Grant Williams, Author, Things That Make You Go Hmmm...
Lykeion is a unique platform. It combines deep intellectual curiosity with actual market experience and a humble approach to complex topics. It is an indispensable companion to make sense of the markets.
José Veiga Rodrigues, Apollo Global Management
