Jacob and Rob get introspective and take a step back from the day-to-day grind of the newsflow recently to talk about the rise of uncertainty, the importance of what you choose to pay attention to, and the impact of ideology on geopolitical constraints. Along the way they talk about U.S.-Venezuela relations, the Israeli-Palestinian War, Hindu nationalism, the future of Mexico, and more.
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Timestamps:
(00:00) - Intro
(3:35) - Attention and Uncertainty
(12:55) - Fear and Uncertainty
(17:50) - Why are markets so unstable right now?
(25:33) - The Law of Unintended Consequences
(36:00) - Are we headed in a good direction?
(41:08) - Does a multi-polar world increase the importance of ideology and preferences relative to constraints?
(56:25) - Ideologies are malleable at the moment
(01:02:05) - How do we apply these concept in investment?
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CI Site: cognitive.investments
Jacob Site: jacobshapiro.com
Jacob Twitter: x.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: 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
