Jacob and Rob dive into the microgeopolitics of Los Angeles before focusing on the big macro news of the week: Chinese economic stimulus. They give the bull and bear case for China’s moves to stimulate the economy. Also, the geopolitics of noodles.

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Timestamps:

(00:00) - Intro

(01:00) - Microgeopolitics of LA

28:00 – Ports, France, and Brazil

30:00 – China

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Jacob Shapiro Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

CI Site: cognitive.investments

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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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