Jacob and Cousin Marko try to make sense of what just happened in Russia over the last 36 hours…and what is going to happen next. They tackle the timeline of events with Prigozhen marching up towards Moscow and engaging Russian Military troops, then move into breaking down some of the more grounded conspiracy theories floating around out there. Jacob and Marko both agree that this is the end of Russia as we know it, and will usher in a new era of instability for the region (compounded with the Ukranian invasion). They then move onto the market implications, the Ukraine counteroffensive, tactical nuke scenarios, China, and then finally Basketball.

Timestamps:

(00:00) - Intro

(01:03) - WTF is going on in Russia?

(09:00) - The end of Russia (No REALLY)

(12:30) - Putting conspiracy theories to rest

(18:23) - Internal strife

(25:14) – What happens next in Russia?

(31:56) - Market Movements

(40:06) – Ukraine Implications

(52:41) – Dam Explosion/Tactical Nukes

(59:36) - China

(1:04:18) – NBA talk and key takeaways

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

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

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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).

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 End of Russia (Part II)

The Jacob Shapiro Podcast