Jacob and Rob reconvene to talk about the latest CPI print, inflation expectations, and the U.S. elections. They also get philosophical about populism and apply their insights to different countries: the U.S., France, the UK, Argentina, and Germany.
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Timestamps:
(00:00) -Intro
(00:39) - Weekly Chat with Rob: Catching Up
(01:17) - Inflation Discussion: Latest CPI Print
(03:36) - US Economic Slowdown: Service Sector and Manufacturing
(06:22) - Anecdotal Evidence: Tree Trimming and Airline Demand
(14:02) - Misallocation of Resources and Policy Volatility
(16:27) - US Election Impact on Economic Policies
(23:12) - Trade Tensions Under Biden vs. Trump
(24:08) - Populism and Global Political Trends
(25:44) - The Revolt of the Masses: Historical Context
(26:48) - Authority Structures and Information Democratization
(27:51) - French Elections: A Case Study
(29:58) - The Importance of Reading Books
(31:49) - Populism and Its Manifestations
(33:59) - Country-Specific Political Dynamics
(39:32) - Investment Strategies in Uncertain Times
(42:47) - Final Thoughts and Recommendations
(47:06) - Disclaimer and Legal Information
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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
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The Jacob Shapiro Podcast