No Cappuccinos After 11:30

Jacob welcomes Alfonso Peccatiello from The Macro Compass back onto the podcast for a conversation about Italian eating rules, the debt ceiling (should you care about it?), Chinese investment viability, and trade analysis on their favorite emerging markets. 

You can find more of Alf’s work: https://www.themacrocompass.com/

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Timestamps:

(00:00) - Intro

(01:18) – The debt ceiling/U.S. macro

(20:09) – Is China investable?

(27:35) – Europe, specifically, Italy, Poland, and Romania

(37:48) – Japan

(43:44) – Indonesia

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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.