Jacob and Marko talk for a Joe-Rogan-amount of time – in this two-hour episode, they cover the Iranian threat to bomb Israel and what it does (and doesn’t) mean for the Middle East, whether China’s stimulus is real, and what’s next for the Russia-Ukraine war. They also explore Trump v Harris victory scenarios…and close out with the best NBA analysis money can buy.
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Timestamps:
- 00:01 - Introductory Remarks
- 00:57 - Middle East Tensions: Iran and Israel
- 01:27 - Reassessing Israel's Strategic Goals
- 02:29 - The Impact of Iranian Retaliation
- 03:59 - Market Implications: Oil and Equities
- 34:04 - China's Economic Stimulus: A Policy Shift?
- 01:13:18 - Trump vs. Harris: Election Scenarios
- 01:17:32 - The Future of Russia-Ukraine Conflict
- 01:35:26 - NBA Preview and Predictions
- 01:47:45 - Closing Thoughts and Outro
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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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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
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