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.
Three parts to the whole
The document you’re about to sign up for. It’s the foundational monthly research report covering the converging worlds of Geopolitics and Macro.
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.
Get instant access to the entire back catalog of Research publications.
A taste of Lykeion Research… on the house
Jacob and Roger explain why the uncertainties around the Russia-Ukraine War and China's Re-Opening should make investors extremely conservative in Q1.
The first publication of Lykeion Research lays the groundwork for the converging worlds of Geopolitics & Macro.
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