It’s been too long since Jacob and Marko, cousins by choice, got together to record a podcast. They dive deep into what Trump winning the presidency again could mean for global geopolitics and trade – while addressing topics like U.S. inflation, Iran’s attacks on Israel, U.S. v global investing opportunities, and…of course…hot basketball takes.

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Timestamps:

(00:00) - Intro

(02:07) – U.S. Economy

(20:17) - Israel/Iran/KSA

(25:13) - What happens if Trump wins?

(33:44) – Trump/Biden scenarios

(38:30) - Biden's track record and trade deals

(46:36) - Tariffs

(59:36) - Multipolarity, bipolarity, charts and the future

(1:05:03) U.S. v. Global (shout out Louis Gave)

(01:11:50) - Basketball hot takes

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Referenced in the Show:

Louis Gave’s slides: https://research.gavekal.com/documents/10192/Unfoldinginflboom-apr2024.pdf

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CI Site: cognitive.investments

Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

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

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