Rob and Jacob talk about a decisive week in equity markets and what it means for equity prices. They explore the “AI bubble” and how to separate signal from noise. From there, they turn to China to discuss unemployment and local government debt issues in the Chinese economy and why the grand reopening narrative has and will continue to be wrong. They close with discussing countries/cities at the center of changing geopolitical circumstances – Hong Kong, the United Kingdom, and Ireland – and why Ireland might be a geopolitical winner for the first time in its long and luckless history.
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Timestamps:
(00:00) - Intro
(01:06) - Failed breakout + artificial intelligence bubble
(11:30) – China's Unhealthy Economy
(19:26) - What might China do if they start to freak out?
(27:28) - Hong Kong
36:30 - Long Ireland, Short UK
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CI Website: https://cognitive.investments
Jacob LinkedIn: https://www.linkedin.com/in/jacob-l-s-a9337416/
Jacob Twitter: https://twitter.com/JacobShap
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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: 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.
