Jacob welcomes Daniel Stelter to the podcast to begin his research process into the future of the German economy with a sober conversation with an expert who thinks Germany is a long-term short. Dr. Stelter's take differs greatly from the one we take at CI, and we really enjoyed hearing his perspective on the future of Germany.
Dr. Stelter is the founder of the German Discussion Forum Beyond the Obvious (www.think-beyondtheobvious.com), focusing on strategic and macroeconomic issues. He has written several books, mostly in German.
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Timestamps:
(00:00) - Intro
(05:00) - Why are you pessimistic about Germany?
(06:04) - Germany's demographic problems
(09:35) – Germany’s education problems
(14:00) - Germany's energy problems
(19:39) - Why is Germany failing in education?
(25:00) - Why pessimist about German demographic trends ?
(37:00) - “Deindustrialization” and other fairy tales
(44:49) - How bad will things get?
(53:33) - How to fix Germany?
(57:16) - A few thoughts on the future of the EU
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CI Website: https://cognitive.investments
Jacob Website: https://jacobshapiro.com
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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:
www.think-beyondtheobvious.com
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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.
The Jacob Shapiro Podcast