Jacob brings back Ignacio Asis and Elohim Monard for a long awaited reaction to Javier Milei’s victory in Argentina’s presidential election. They explore how his term has gone thus far, and break down the big bills he was able to pass through Argentina’s Senate this week. They also talk about regional and even international implications.

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Timestamps:

(00:00) - Introduction

(01:19) - Discussion on Argentine Politics

(04:29) - Milei's Legislative Achievements

(05:54) - Economic and Social Impact

(10:17) - Milei's Government Reduction Strategy

(16:44) - International Perception and Narrative

(22:09) - Comparison with Bukele

(26:56) - Milei Learning Curve and Global Polarization

(28:37) - Security and Basic Agenda

(31:04) - The Role of Military and Security in Argentina

(32:46) - Narco-Traffic and Security Policies

(36:33) - Milei's Promises and Economic Agenda

(39:02) - Governance and Market Reactions

(42:39) - Regional Impact and Right-Wing Populism

(48:09) - Final Thoughts and Future Outlook

(52:31) - Conclusion and Disclaimer

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CI Site: cognitive.investments

Jacob Site: jacobshapiro.com

Jacob Twitter: x.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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Disclaimer: Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor

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