Rob and Jacob start off with a general overview of this previous week in macro, then turn to what might be in store for the future. Afterwards, they turn to the Biden administration's choice to float a larger military presence around the Philippines, breaking down their deter China and unsubtly escalating the US-China trade war. Simultaneously, India is starting to align with the US more deeply across supply chains and mutual beneficial agreements - leading Jacob to ask some serious questions about their commitment to non-alignment. Peru is still on quite shaky ground politically, so copper is obviously in the same place, and they take a deep dive into the most important unobserved Central American copper hub. Finally, Rob lets us in on Mexico's stock market bonanza, and the political reasons that underlie it all. Tune in to find out more!

Timestamps:

(0:00) - Intro

(2:10) - Global Macro Rundown

(13:00) - The Philippines

(19:00) - The US-China Trade War

(25:40) - India-US Relations

(30:30)– Peru + Copper + Oil

(37:23) - Copper + China Reopening

(40:00) - Important/Unimportant News Stories

(41:20) - Mexican Stocks + Next Presidents + Cartels

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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.

Asynchronous Waves

The Jacob Shapiro Podcast