Jacob and Rob are back at it after a few weeks apart. They discuss positive data they are seeing relative to current gloomy expectations, before discussing the biggest geopolitical issues of the last two weeks: Lula’s visit to China, Mexico-U.S. relations, the fate of the European Union and the Black Sea Grain Initiative. They close with some thoughts about the recent political instability in sub-Saharan Africa…and with a shout-out to Warren Buffett for coming around on our long Japan thesis.

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Timestamps:

(0:00) - Intro

(1:54) – Market update with Rob!

(13:00) – Brazil and Mexico

(30:00) – EU/Grain Deal

(44:00) – North African Instability

(54:45) - Oil Prices

(56:04) – Warren Buffett

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Referenced In The Show:

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.

Positive Outlooks, African Instability, and Warren Buffett's (Implied) Endorsement

The Jacob Shapiro Podcast