#200 - Tariffs are Taxes (and why you shouldn’t invest in utilities)

What better way to celebrate 200 episodes than a Rob-Jacob episode full of important insights. Jacob and Rob talk about some of their best calls of the past few years before turning to the flooding in Brazil, opportunities (and risks) in the U.S. electricity sector, and the new U.S. tariffs on Chinese goods. They also talk about the cognitive bias of investing and financial advisory services.

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Timestamps:

(00:00) - Intro

(01:53) – Looking back on 200 podcasts

(12:53) – Cognitive biases in investing

(22:00) – What's happening in Brazil?

(30:00) – Why you SHOULDN’T invest in utilities

(52:50) – U.S. tariffs on Chinese goods

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Referenced in the Show:

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CI Site: cognitive.investments

Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

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