Jacob and Rob discuss what happened at Silicon Valley Bank – and why CI knew there was trouble in Silicon Valley as far back as May 2022. Rather than pat themselves on the back too much, Rob and Jacob talk about the importance of focusing on the right information and explain some of the things that they are focused on today that might be the Silicon Valley Bank stories of 2024 and beyond. They close with some thoughts on whether SVB will have any contagion in Europe before making a defense of deep generalists against over-specialization.

Jacob's email is jacob@cognitive.investments

Timestamps:

(3:43)– What happened at SVB?

(12:10) – How we knew something was wrong in 2022

(31:30) – What we are focused on in the future

(36:38) – What about Credit Suisse and Europe?

(41:53) - In Defense of Generalists

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

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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.

Spotting the Next SVB - 2024 and Beyond

The Jacob Shapiro Podcast