Jacob offers some thoughts on Russia’s decision to withdraw from the Black Sea Grain Initiative and analysis on Russia’s threats to bomb ships headed for Ukrainian ports in the Black Sea. This collapse affects developing countries He closes with possible scenarios going forward and explains what this means for wheat prices and other grains.

We will post our regular Weekly Update with Rob on Saturday, 7/22!

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Timestamps:

(00:00) - Intro

(00:34) - Black Sea Grain Deal Collapse Summary

(04:10) - Who does this affect?

(07:30) - Sunflower oil importers

(10:33) - Putin's twisted logic

(12:12) - Turkey's role in the Black Sea Grain Initiative

(14:50) - What happens next?

(19:59) - Most likely scenarios

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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.

Black Sea Grain Collapse

The Jacob Shapiro Podcast