Jacob and Rob give a brief recap on market developments and how to think about rising inflation expectations. From there, they pivot (get it?) to discuss a strange story out of China, where coal prices and coal supply are simultaneously rising at the same time, and what that might mean for global energy markets in general. They touch on the 1-year anniversary of Russia’s war with Ukraine – and why time is not on the side of the latter – before closing with some thoughts on a geopolitical shift in the Philippines and the pitfalls of strategic ambiguity in Taiwan.

Timestamps:

(0:00) - Intro

(1:48)– Market update

(6:40) - Energy Price Rebounds

(8:15) – China and Coal

(25:08) – 1 Year of Russia-Ukraine War

(42:30) – Taiwan and Philippines

CI LinkedIn: https://www.linkedin.com/company/cognitive-investments/

CI Website: https://cognitive.investments

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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).

Referenced In The Show:

China Coal Article: https://www.bloomberg.com/opinion/articles/2023-02-20/china-s-coal-mining-boom-is-running-on-fumes

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.

Inflation Expectations

The Jacob Shapiro Podcast