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Jacob and Rob discuss why they continue to be more optimistic about U.S. macro than consensus – and the important geopolitical implications. From there they touch on Turkey’s upcoming elections and why fundamentals are more important than headlines, before closing with thoughts the differences between Chile and Colombia and the recent spate of news around lithium nationalizations.

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Timestamps:

(00:00) - Intro

(02:30) - Jacob’s musings

(07:01) - U.S. macro

(17:38) - China-Ukraine

(25:13) - Turkish elections

(46:03) – Chile/Colombia/Lithium

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CI Website: https://cognitive.investments

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Jacob LinkedIn: https://www.linkedin.com/in/jacob-l-s-a9337416/

Jacob Twitter: https://twitter.com/JacobShap

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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:

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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.

08-31-17 Imperial Organic Yeast