How do we measure a society's ascent into modernity? Is it their ability to make cars or manufacture their own vaccines?
If they lose these abilities or never progress out of the the primordial ooze of political turmoil, what does that make them?
Rob and Jacob tackle these questions and much much more for this week's episode of Cognitive Dissidents.
They'll revisit China’s real estate crisis, offer thoughts on Pakistan and India’s divergent policy directions, and speculate on the future of EVs!
Special guest appearance by HRH Anne the Love Shapiro.
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Timestamps:
(0:00) - Intro
(1:40) - China Housing Updates
(13:00) - China Developing Food Security
(19:10) – Pakistan is Quadrupling Coal
(23:04) – Indian Growth and the Costs
(30:02)– Lithium and nickel prices roll over
(32:36) - EV's
(38:05) - EU + Poland drama
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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.
