Jacob welcomes Chase Taylor, the wizard behind Pinecone Macro Research, back to the podcast to discuss why he thinks a U.S. recession is near (and what indicators to watch for). From there, they explore Japan (bullish!), Nigeria (mixed!) and natural gas (bullish).
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Timestamps:
(00:00) - Introduction
(01:42) - Chase predicts a recession
(12:18) - Financial security and the gender gap
(15:30) - Macro credit
(18:20) - Futures in a recession
(21:00) - Signals and signs
(26:00) - Bullish on Japan
(29:00) - Japanese demographics
(34:00) - The World's Worst Yen Trader
(37:50) - China's role in Japanese markets
(41:05) - Chinese demand-side stimulus
(44:44) – Nigeria's Future
(50:00) - Nigerian Politics
(53:47) - Natural gas
(01:04:00) - Sports :)
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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.
