Jacob and Rob discuss the nature of economic crises, before exploring recent developments in the U.S.-China-Japan love triangle. They also explore the expectedly/unexpectedly hot CPI print and take lessons for the future. Spoiler alert: We think the market is wrong about the yen!

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Timestamps:

(00:00) - Intro

(01:12) – Taxonomy of crashes/debating globalization

(12:26) – China, Janet Yellen,

(27:34) – Japan

(47:00) – Globalization revisited

(55:00) – Shameless plug

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Referenced in the Show:

NYRB article: https://www.nybooks.com/articles/2024/04/04/the-crash-next-time-seven-crashes-harold-james/

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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.

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

#190 - Weekly Update: 47 Crises in 17 Years

The Jacob Shapiro Podcast