#202 - Bearish US, Chinese/Indian Equity, Russia's Push, Trump's Mexico Policy and NBA Power Politics

May 21, 2024

From turning bearish on the US to discussing China/India markets, geopolitics in Europe, and analysis of the NBA, this podcast covers a wide range of topics. They touch on Russia's defense minister, Trump's Mexico policy, and predictions for the NBA game seven. With insights into market trends and player performances, this episode keeps the audience engaged and informed.

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Intro

00:00 • 4min

Analyzing Consumer Price Index Data and Economic Trends in China and India

04:25 • 28min

Europe's Week in Review

32:51 • 9min

European Investment Strategy and Airbus vs. Boeing Preference Discussion

42:16 • 2min

US-Mexico Military Intervention: Feasibility and Implications

43:58 • 6min

Analysis and Predictions for Game Seven: Nuggets vs. Timberwolves

49:41 • 17min

Analysis of Lakers' Performance and Potential Trades

01:06:13 • 3min

Cousin Marko and Jacob are back at it. Marko shares why he’s turned bearish on the US after being “manically” bullish for many moons. They discuss China/India and compare/contrast the equity markets there. A brief discussion on Russia/Ukraine and Europe in general and a cold shower on former President Donald Trump’s threats to Mexico leads into an extended discussion on the NBA – predictions + the rise and fall of great players + the U.S.-led quest to hamper European success in the league. Enjoy, y’all.

Timestamps:

(00:00) - Intro

(01:20) – US inflation, market, etc.

(09:45) – China/India markets and demographics

(31:00) - Regime risks in the USA

(32:55) – Europe - Putin's new defense minister, Russia's new push, Slovakia's assassination attempt

(44:30) – US/Mexico

(49:46) – Basketball

CI Site: cognitive.investments

Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

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