Jacob and Rob dive into some key macro developments – and why they confirm some of CI’s contrarian investment theses. From there, they discuss recent problems in the European Union and Mitsubishi Motor’s decision to leave China, before doing a rapid-fire set of topics to close the podcast.

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Timestamps:

(00:00) - Intro

(01:20) - Macro Overview

(19:20) – EU problems

(25:20) - No optimism in EU

(36:06) – Japan automakers leave China

(40:15) - 4 interesting events

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CI LinkedIn: https://www.linkedin.com/company/cognitive-investments/

CI Website: https://cognitive.investments

CI Twitter: https://twitter.com/CognitiveInvest

Jacob LinkedIn: https://www.linkedin.com/in/jacob-l-s-a9337416/

Jacob Twitter: https://twitter.com/JacobShap

Subscribe to the Newsletter: https://investments.us17.list-manage.com/subscribe?u=156086d89c91a42d264546df7&id=4e31ca1340

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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: Nothing discussed on Cognitive Dissidents should be considered as investment advice. Please always do your own research & speak to a financial advisor before putting your money into the markets.

The Politics of Hope

The Jacob Shapiro Podcast