What happens when you have wage growth inflation, a consistently shrinking workforce, historically low unemployment, and surging investment from the government?

How do human capital issues (e.g. disability rates, death rates, declining life expectancy) and inflation play off of one another across the markets?

Rob and Jacob explore the concept of human capital from a variety of angles, starting with the a breakdown of the concept and the issues that threaten to slow down the US economy. They proceed onto possible solutions, the implications of these issues on macro investment, and end with some sage wisdom on why we should stay optimistic. Tune in!

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Timestamps:

(0:00) - Introduction

(1:20) – Prayers for Turkey

(2:29) – The human capital problems in the U.S.

(11:30) - What trends can we use to explain these problems?

(21:50) – Are there solutions? Can we turn it around?

(35:25) – What are the investment implications?

(50:23)- Reasons for Optimism

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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).

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Referenced In The Show:

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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.

Human Capital

The Jacob Shapiro Podcast