Jacob is on the road, Rob is on vacation…and still they bring the analytical firepower to you each week! They do a little microgeopolitics on Eden Prairie, MN, before tackling a big, scary question: What happens if Trump wins and actually does what he says he will do in terms of tariffs? They close with a few thoughts on Emmanuel Macron’s spicy week.
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Timestamps:
(00:00) - Intro
(00:43) - Microgeopolitics (Eden Prairie)
(11:54) - What if…tariff edition
(20:30) - Tariff of Abominations History Lesson
(27:00) - Investment takeaways
(42:00) - Rejoinders from the Trump administration
(44:40) - France
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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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