Jacob and Rob reconvene to talk about the latest CPI print, inflation expectations, and the U.S. elections. They also get philosophical about populism and apply their insights to different countries: the U.S., France, the UK, Argentina, and Germany.

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Timestamps:

(00:00) -Intro

(00:39) - Weekly Chat with Rob: Catching Up

(01:17) - Inflation Discussion: Latest CPI Print

(03:36) - US Economic Slowdown: Service Sector and Manufacturing

(06:22) - Anecdotal Evidence: Tree Trimming and Airline Demand

(14:02) - Misallocation of Resources and Policy Volatility

(16:27) - US Election Impact on Economic Policies

(23:12) - Trade Tensions Under Biden vs. Trump

(24:08) - Populism and Global Political Trends

(25:44) - The Revolt of the Masses: Historical Context

(26:48) - Authority Structures and Information Democratization

(27:51) - French Elections: A Case Study

(29:58) - The Importance of Reading Books

(31:49) - Populism and Its Manifestations

(33:59) - Country-Specific Political Dynamics

(39:32) - Investment Strategies in Uncertain Times

(42:47) - Final Thoughts and Recommendations

(47:06) - Disclaimer and Legal Information

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CI Site: cognitive.investments

Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

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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.

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#218 - Revolt of the Masses

The Jacob Shapiro Podcast