The U.S. election next week. Even those of us that hate following this have no choice but to bite the bullet – so this week, Rob and Jacob make predictions, offer scenarios, and most importantly, try to impart some advice about how to think about what is going to happen in the next 4 years no matter who resides in the White House.

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Timestamps:

00:00 - Introduction
02:46 - Election Scenarios and Market Implications
04:43 - Economic Indicators and Predictions
10:06 - Cultural and Political Dynamics
15:40 - Market Reactions and Future Projections
26:52 - Market Reactions to Potential Trump Victory
28:56 - Impact of Fiscal Spending and Inflation
30:39 - Equity vs. Bond Markets
33:42 - Gold, Bitcoin, and Commodities
36:03 - Illegal Gold Mining in Latin America
37:31 - Potential Harris Victory and Economic Policies
41:55 - Historical Perspectives on Economic Policies
46:06 - Investment Strategies Amidst Volatility
50:44 - Long-term U.S. Economic Outlook
56:56 - Concluding Thoughts and Future Outlook

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Referenced in the Show:

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Jacob Shapiro Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

CI Site: cognitive.investments

Subscribe to the Newsletter: bit.ly/weekly-sitrep

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Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients’ material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).

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Disclaimer: Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor

#241 - U.S. Election 2024 Preview

The Jacob Shapiro Podcast