The Geopolitics of Macro in 2023

Jacob is joined by Alf and Andreas of The Macro Trading Floor to discuss the increasingly intersecting worlds of macro and geopolitics in 2023. Alf and Andreas offer differing perspective about the future of Europe, before turning to questions around how to play China’s re-opening and what the effects of a recession in the U.S. will be on U.S. equity performance.

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Macro Trading Floor podcast: Here

Alfonso Peccatiello’s website: Here

Andreas Steno Larsen’s website: Here

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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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Referenced In The Show:

Timestamps:

2:00-13:00 – Geopolitics and investing/gold?

13:00-35:00 – Europe

35:00-45:00 – China/copper

45:00-end – U.S. v Intl equity performance in 2023

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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.