The Geopolitics of Commodities

Ike Wilson - Neo-Mercantilism and the New Era of Geoeconomic Competition

Isaiah (Ike) Wilson is CEO of W.i.S.E. Consultants, a specialized consulting firm providing integrated solutions to overmatch today's and tomorrow's compound security competition across all markets.
Previously, Ike was a Partner at Gainful Solutions, a Senior Executive Consultant at Useful Fiction, and a professor at multiple elite U.S. universities, including the United States Army War College.
In this conversation, Ike and Scott get into the practical machinations of exactly how the characteristics of geopolitical competition have fundamentally changed and are continuing to shift on a seemingly daily basis. What will be the impacts to businesses, and how the cyclical disruptive changes will continue to outpace organizations?
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John Fowler - "Xi Jinping will face the largest internal threat to his position"

Recorded on February 14th, 2024
John Fowler, Co-founder of Intrigue Media and former Australian Diplomat joins Scott Smitson for the fourth edition of the Geopolitics of Commodities.
This is a wide-ranging conversation spanning the entire globe; from Australia and its geostrategic positioning within the great powers struggle, to its neighbor Indonesia and its latest elections, to South America and what to expect from the new Techno-Libertarian party led by Javier Milei, and for maybe the first time ever, real descension coming from with the Chinese Communist Party as China struggles through its worst economic regression in decades.
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If you want a deeper look at the work we're doing here at Lykeion, investing at the intersection of markets and geopolitics, then you can go check out our work at: https://www.thelykeion.com

Arjun Murti - ”We’re in the midst of a MESSY energy transition”

Recorded on January 12th, 2024
Arjun Murti is a Partner, Energy Macro and Policy, at Vertien.
Previously, Arjun spent over 30 years on Wall Street as a sell-side equity research analyst, buy-side investor, advisor and board member covering the global energy sector. Since November 2021, Arjun has published Super-Spiked, a Substack newsletter and podcast about the energy transition. He spent 15 years of his career at Goldman Sachs. He retired from Goldman Sachs in 2014, after serving as Co-Director of Americas Equity Research in addition to his responsibilities as an equity research analyst. Prior to joining Goldman in 1999, Arjun was a buy-side Equity Research Analyst at J.P. Morgan Investment Management. His career began in 1992 at Petrie Parkman & Co, a Denver-based oil & gas boutique investment bank. Arjun currently serves as a Director on the Board of ConocoPhillips, a Senior Advisor to the Energy Group at Warburg Pincus and an Advisory Board member for Columbia University’s Center on Global Energy Policy, ClearPath, and the India Advisory Board at The Nature Conservancy.
In this conversation, Arjun and Scott take a wide-ranging view of energy, in particular the energy transition, and why both believe none of it will go as is being forecast by mainstream outlets. It's going to be bumpy, and if we're not careful, outright dangerous.
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If you want a deeper look at the work we're doing over here at Lykeion, investing at the intersection of markets and geopolitics, then you can go check out our Research product below: https://www.thelykeion.com/research/
You can also subscribe to the free weekly Lykeion newsletter here: https://www.thelykeion.com/

Michael Kao - The Intersecting Economics of Fossil Fuels & Geopolitics

Recorded on November 16th, 2023
Michael Kao is the CEO and Portfolio Manager of Akanthos Capital Management, a hedge fund focused on asymmetric "fulcrum" opportunities and "event options" across capital structures and asset classes. He is also the author of Kaoboy Musings, a Substack focused on the intersection of Financial Markets, Macroeconomics, and Geopolitics.
In this conversation, Michael and Scott explore a wide range of topics through the lens of global macroeconomics and energy markets. Fossil fuels and finance, the oil and the petrodollar, BRICS, and Michael's long-term, structural bullishness on oil layered on top of the short-term viscous bear markets, are all covered.
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If you want a deeper look at the work we're doing over here at Lykeion, investing at the intersection of business, finance, and geopolitics, then you can go check out our Research product below:
https://www.thelykeion.com/research/
You can also subscribe to the free weekly Lykeion newsletter here:
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Adam Rozencwajg - ”Let’s be clear, Russia has Europe over a barrel with Uranium enrichment”

Recorded on September 8th, 2023
Adam Rozenswajg of Goehring & Rozencwajg, Natural Research Investors, sits down with Jacob Shapiro for this inaugural episode of The Geopolitics of Commodities.
Adam and Jacob discuss a wide range of topics including Europe's LNG situation, global energy exports, what the supply side of the gas market is telling us, Adam's thoughts on fusion tech, and much more.
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If you want a deeper look at the work we're doing over here at Lykeion, investing at the intersection of business, finance, and geopolitics, then you can go check out our Research product below:
https://www.thelykeion.com/research/
You can also subscribe to the free weekly Lykeion newsletter here:
https://www.thelykeion.com/