Cousin Marko rejoins the podcast at long last! Jacob and Marko start off with a rousing disagreement on the Russia-Ukraine war and its import on global geopolitics and markets. From there, they throw shade at wanna be geopolitical analysts who spend too much time pontificating about risk premiums rather than using geopolitics to find opportunities. After a brief discussion of Indonesia as an example of an opportunity, they offer their signature, cutting-edge basketball commentary.

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Timestamps:

(00:00) - Intro

(02:00) – Disagreement about Ukraine/Russian Offensive

(28:41) - Russia's Revolutionary History

(32:10) - Geopolitical Risk/Opportunity Premiums

(24:40) - European Futures

(42:09) - Ireland is Shining

(45:22) – Indonesia

(50:16) - Basketball

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CI Website: https://cognitive.investments

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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).

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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.

Sucker’s Game

The Jacob Shapiro Podcast