Jacob and Rob are back at it for a marathon episode featuring your favorite segment, microgeopolitics, and extended discussion about technical analysis and why you should be wary of the euphoria in markets right now. They close with some thoughts on the latest (and hot) inflation print, and some notable developments in Ukraine and China.
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Timestamps:
(00:00) - Intro
(00:54) – Microgeopolitics – WI Dells
(14:20) – S&P 500 reversal?
(23:00) – Technical analysis
(29:50) – Japanese candlesticks
(47:30) – Inflation
(58:40) – Ukraine
(1:06:30) – China
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CI Site: cognitive.investments
Jacob Site: jacobshapiro.com
Jacob Twitter: x.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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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.
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