The Jacob Shapiro Podcast Course Correction: China, Brazil, Turkey + More
Jacob and Rob are back at it for a weekly chat. They discuss disturbing news out of China that supports Rob’s pessimism in recent months and cuts against some of Jacob’s more optimistic thoughts. From there, they check in on Brazil and its interest rate cut and what the media is getting wrong about that, before closing with some thoughts on Argentina, Turkey, India, and a rapid fire discussion of important points that are not getting enough attention.
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Timestamps:
(00:00) - Introduction
(01:21) - Disturbing News out of China
(06:13) - Chinese Rocket Force
(09:22) - Chinese stimulus
(13:17) - China's power base
(20:00) - Entrepreneurship in China
(24:04) - Brazil's Central Bank cut rates
(29:55) - Is there any hope for Argentina's economy?
(33:55) - Turkish Monetary Policy
(40:27) - Turkey is under Gulf influence
(43:11) - Does India want to get close to the West?
(48:30) - Room temperature superconductors?
(49:09) - West African Security
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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.