Jacob and Rob offer thoughts about U.S. macro out-performance and some concerning signals coming out of Europe. From there, they offer some thoughts about CI’s unique approach to using geopolitics in the context of investing. They close with thoughts about the life-cycle of analysts and investors and a cautionary tale about guru-syndrome.

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Timestamps:

(00:00) - Intro

(01:55) - US Macro

(08:20) - US consumers are doing well??

(12:10) - Economy is good, so why is Joe's rating bad??

(15:15) - Migration surge at US border

(17:25) - Immigration trends

(24:00) - Europe Updates

(32:53) – Geopolitics and investing

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CI Site: cognitive.investments

Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

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

Don’t Trust The Gurus

The Jacob Shapiro Podcast