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Davos Man, The Revelation & Capital Rotation For this episode, I chat with Roger Lee ( https://www.linkedin.com/in/roger-lee-360b93204/ ), Head of Equity Strategy at Cavendish ( https://www.cavendish.com/ ) and a City veteran with almost 30 years in the equity market. Roger started his broking career with Cazenove, then worked at HSBC James Capel, JPMorgan, Deutsche Bank, and, most recently, as Head of UK Equity Strategy at Investec. Roger is a Fellow of the Institute of Chartered Accountants, a Physics graduate and a frustrated Politician. For this discussion, I wanted to talk to Roger about politics and how it has come to dominate markets over recent years. Roger, he puts today’s seemingly chaotic geopolitics and rather depressing UK domestic politics into a useful historical context. It was an absorbing and illuminating chat with some suggestions on how markets might play out over the coming months. But as ever, none of what you are about to hear is any kind of advice; it is for your information and, hopefully, entertainment. Please seek personal financial advice and DYOR before investing a penny in these volatile markets. And with that said, please enjoy my conversation with Roger Lee. Brought to you by Progressive Equity. ( https://progressive-research.com/ ) In the Company of Mavericks Episode 112 February 11, 2026 ★ Episode details: https://share.transistor.fm/s/cfa82533 ★ Additional episodes: http://www.inthecompanyofmavericks.com
