Rob and Jacob talk about why U.S. economic data continues to surprise to the upside and what it portends for the stock market. From there, they have a wide-ranging, very macro conversation about artificial intelligence and how geopolitics might help identify winners and losers from the coming tech revolution. They close with a few thoughts about protests in France.

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Timestamps:

(00:00) - Intro

(02:05) - Catching Up

(04:32) - Telling Stories with Data

(14:40) - Getting Meta

(17:20) - US Restricting AI Chips, Cloud Space to China

(28:00) - AI Infrastructure

(36:10) - Foreboding Developments in AI and Chinese Innovation

(43:00) - The Rise of the City-State?

(44:48) - Geopolitics within nations

(53:30) - Protests in France

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CI LinkedIn: https://www.linkedin.com/company/cognitive-investments/

CI Website: https://cognitive.investments

CI Twitter: https://twitter.com/CognitiveInvest

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

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

Subscribe to the Newsletter: https://investments.us17.list-manage.com/subscribe?u=156086d89c91a42d264546df7&id=4e31ca1340

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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.

This podcast uses the following third-party services for analysis:

Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

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