Cognitive Dissidents Cognitive Investments

Jacob takes to the mic solo to fire up the hot-take factory. He previews Mexico’s elections – situating Mexican democracy in its own history, surveying AMLO’s successes and failures, and parsing who Claudia Sheinaum is and why she might be better for Mexico than you think. He also identifies the key questions you should be thinking about in terms of the election and Mexican-U.S. relations going forward
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Timestamps:
(00:00) – Intro
(00:08) - Mexico’s Geopolitical Importance
(03:03) - Historical Context of Mexico’s Democracy
(10:22) – Claudia Sheinbaum as AMLO’s Successor
(20:42) - Comparisons and Future Projections
(24:11) - Mexico’s Foreign Policy and US Relations
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Referenced in the Show:
Link to Sheinbaum article: https://www.researchgate.net/profile/Omar-Masera/publication/226764071_Mitigating_Carbon_Emissions_while_Advancing_National_DevelopmentPriorities_The_Case_of_Mexico/links/550c5a0b0cf2ac2905a3db2b/Mitigating-Carbon-Emissions-while-Advancing-National-DevelopmentPriorities-The-Case-of-Mexico.pdf
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CI Site: cognitive.investments
Jacob Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
Subscribe to the Newsletter: bit.ly/weekly-sitrep
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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


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

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

Akshar Patel joins the podcast to talk about India. Jacob and Akshar explore what caste really means, how religion and caste affect Indian politics, and explore Akshar’s idea of Ideologues v. Identitarians in Indian politics. They apply some of these insights to India’s upcoming elections and what is at stake in Modi’s transformation of the country.
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Timestamps:
(00:00) - Intro
(02:30) – The Emissary
(06:30) – Left v right in India
(12:20) – Caste and Religion
(35:05) – Farmers and Soldiers
(43:15) – Ideologues v Identitarians
(48:21) – India’s elections
(01:01:20) – India’s future
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Referenced in the Show:
Link to Akshar’s article: https://theemissary.co/the-million-minorities-theory-of-indian-politics/
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CI Site: cognitive.investments
Jacob Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
Subscribe to the Newsletter: bit.ly/weekly-sitrep
--
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).
--
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


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

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

Jacob and Rob are here to bring balance to the force. They discuss why inflation expectations might be coming unhinged, how the Fed is trying to scare the market with its response, and just how much the Fed doesn’t have under its control. Come for the market/geopolitics talk, but stay for the extended Star Wars metaphors and the advice at the end about why buy&hold might be a strategy of a bygone era.
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Timestamps:
(00:00) - Intro
(01:01) - Markets Check-In
(10:45) – Inflation expectations and why consumers are so mad
(19:14) - Weird wage growth numbers
(25:43) - Fed response
(34:50) – Inflation and markets are out of control + volatility clusters
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CI Site: cognitive.investments
Jacob Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
Subscribe to the Newsletter: bit.ly/weekly-sitrep
--
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).
--
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


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

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

Kamran Bokhari rejoins the podcast to offer insightful perspectives on the apex of the Iranian leviathan. They discuss Ebrahim Raisi’s shocking death, the implications of the future of Iran, and what a post-Khamenei world might look like.
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Timestamps:
(00:00) - Intro
(01:30) – Khamenei’s successor
(08:40) – Conspiracy theories about Khamenei's death
(14:13) – What happens next?
(25:00) – Weakening of the Supreme Leader
(36:30) – Chances of an Iranian civil war
( 44:42) – Houthis, Gaza, and Jordan
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CI Site: cognitive.investments
Jacob Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
Subscribe to the Newsletter: bit.ly/weekly-sitrep
--
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).
--
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


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

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

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.
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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
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CI Site: cognitive.investments
Jacob Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
Subscribe to the Newsletter: bit.ly/weekly-sitrep
--
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).
--
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


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

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

Jacob takes to the mic for an emergency reaction to the big event everyone is paying attention to from the weekend (Iranian President Ebrahim Raisi’s death in a helicopter accident) and perhaps the one that is being missed (a failed coup attempt in the DRC).
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Timestamps:
(00:00) - Intro
(01:00) - Iran
(12:36) - Attempted Coup in DRC
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Referenced in the Show:
--
CI Site: cognitive.investments
Jacob Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
Subscribe to the Newsletter: bit.ly/weekly-sitrep
--
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).
--
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


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

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