The U.S. election next week. Even those of us that hate following this have no choice but to bite the bullet – so this week, Rob and Jacob make predictions, offer scenarios, and most importantly, try to impart some advice about how to think about what is going to happen in the next 4 years no matter who resides in the White House.
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Timestamps:
- 00:00 - Introduction
- 02:46 - Election Scenarios and Market Implications
- 04:43 - Economic Indicators and Predictions
- 10:06 - Cultural and Political Dynamics
- 15:40 - Market Reactions and Future Projections
- 26:52 - Market Reactions to Potential Trump Victory
- 28:56 - Impact of Fiscal Spending and Inflation
- 30:39 - Equity vs. Bond Markets
- 33:42 - Gold, Bitcoin, and Commodities
- 36:03 - Illegal Gold Mining in Latin America
- 37:31 - Potential Harris Victory and Economic Policies
- 41:55 - Historical Perspectives on Economic Policies
- 46:06 - Investment Strategies Amidst Volatility
- 50:44 - Long-term U.S. Economic Outlook
- 56:56 - Concluding Thoughts and Future Outlook
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Referenced in the Show:
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Jacob Shapiro Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
CI Site: cognitive.investments
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
This podcast uses the following third-party services for analysis:
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
