The Geopolitics of Commodities

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? // 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/subscribe

John Fowler, former Australian Diplomat, discusses China's internal threats, Australia's global positioning, and future international security trends. They explore the shift from a unipolar to a multipolar world order and the economic challenges facing China, including lack of consumer confidence and leadership issues.

Arjun Murti discusses the complexities of the energy transition, critiquing oversimplified views and emphasizing the need for balanced and sustainable evolution. The conversation covers government initiatives, challenges of EV mandates, geopolitical stability in oil markets, and profitable growth strategies in the energy sector.

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. // 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/  

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. // 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/