Cousin Marko and Jacob are back at it. Marko shares why he’s turned bearish on the US after being “manically” bullish for many moons. They discuss China/India and compare/contrast the equity markets there. A brief discussion on Russia/Ukraine and Europe in general and a cold shower on former President Donald Trump’s threats to Mexico leads into an extended discussion on the NBA – predictions + the rise and fall of great players + the U.S.-led quest to hamper European success in the league. Enjoy, y’all.

Timestamps:

(00:00) - Intro

(01:20) – US inflation, market, etc.

(09:45) – China/India markets and demographics

(31:00) - Regime risks in the USA

(32:55) – Europe - Putin's new defense minister, Russia's new push, Slovakia's assassination attempt

(44:30) – US/Mexico

(49:46) – Basketball

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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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#202 - Bearish US, Chinese/Indian Equity, Russia's Push, Trump's Mexico Policy and NBA Power Politics

The Jacob Shapiro Podcast