Lykeion Research

Navigating the Converging Worlds of
Macro & Geopolitics

Lykeion Research

  • Lykeion Research is a monthly publication, bringing investors 5-10 actionable insights from around global markets, exploring ideas at the intersection of Geopolitics & Macroeconomics.

  • The publication is focused on long-term investment horizons and aimed at being a cornerstone of our readers’ decision-making process through structured geopolitical and investment frameworks.

  • Research is the next tier up from the Lykeion Newsletter, and is priced for retail ($15/month), but is truly investment grade.

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.


A taste of Lykeion Research… on the house

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.

Members Public

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...

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

José Veiga Rodrigues, Apollo Global Management