

#246 - Government Collapse Week
Dec 13, 2024
Discover a mix of intriguing global insights as Jacob shares thoughts on the latest market shifts and the rise of Bitcoin. Dive into the political turbulence in France and its implications for the EU, and uncover the complexity of Turkey's evolving role in Syrian geopolitics. Additionally, South Korea's political turmoil sparks discussions on future foreign relations and economic impacts. The conversation weaves together diverse topics, offering a nuanced view of the interconnected world.
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Episode notes
Moscow, Idaho
- Jacob Shapiro is in Moscow, Idaho for a speaking engagement.
- He notes the town's charm and the surprisingly pleasant Best Western Plus.
CI Club
- Consider joining CI Club for networking and investment opportunities.
- Email jacob@cognitive.investments for more information.
Fading Trump Trade
- The "Trump trade" in the stock market is fading as investors realize its limitations.
- High valuations in companies like Walmart and Caterpillar signal a potential market downturn.