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
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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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