Jacob welcomes Elohim and Ignacio back on the podcast for a much more upbeat discussion about Argentina’s future in light of last week’s surprising triumph for Sergio Massa against the chainsaw-wielding libertarian Javier Milei. They also address recent changes in U.S. policy toward Venezuela – and explain why the country may be reaching a critical juncture.

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Timestamps:

(00:00) - Intro

(01:30) – Argentina election results

(10:04) – What is Peronism?

(17:34) – The role of social media

(26:11)) – Milei’s chances in the next round

(42:35) – The role of the military

(51:15) – What happens next?

(56:54) – Venezuela

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Referenced in the Show:

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CI Site: cognitive.investments

Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

Subscribe to the Newsletter: bit.ly/weekly-sitrep

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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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Disclaimer: Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor

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