Rob is stuck in earnings hell, so you are treated to the dulcet tones of Jacob’s bass voice solo today. Jacob talks about the terrible flooding in Brazil and what it means for the country’s future. He also applies some insights from the disaster to housing insurance in the U.S. and other developed markets. He closes with a few thoughts on cocoa, coffee, and Mexico.
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Timestamps:
(00:00) - Brazil
(13:48) - Insurance
(20:21) - Cocoa and coffee
(24:37) - Mexico
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Referenced in the Show:
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CI Site: cognitive.investments
Jacob Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
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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.
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