What would Friday be without Jacob L. Shapiro & Rob Larity?

Episode #185 - Weekly Update: Why We Still Like #Japan & Other contrarian takes.
🇯🇵👇
bit.ly/3MRubF9

According to Jacob L. Shapiro, #Indonesia is 'one of the most important countries in the world, that nobody is talking about'... except us! Welcome, Kevin Evans. 🙏

Episode #184 - Kevin Evans: The Largest Invisible Thing in the World
👇
bit.ly/3MRubF9

Episode- 183 'What is a Doji (and should I care?)' The S&P 500 formed a rare weekly doji last week. What does it mean? Is there a reversal ahead? Are #risks elevated? Jacob L. Shapiro & Rob Larity get into it (and more!). 👇
bit.ly/3MRubF9

This week Jacob L. Shapiro welcomed Prof. Gary Saul Morson of Northwestern to talk about his article in The New York Review of Books re: 'Russian exceptionalism', Eurasianism's impact on the #Kremlin + how #history may impact the #future of #Russia #Ukraine

bit.ly/3MRubF9

Today on the #podcast , Jacob L. Shapiro and Rob Larity play, 'What if #Trump wins?'

We're talking #tariffs .

Good? Bad? ... It depends.
👇
bit.ly/3MRubF9

When everyone zigs - we aren't afraid to zag.

Today Rob Larity and Jacob L. Shapiro chat about #inflation (and how Cognitive Investments got it right for clients), #deflation in #China , and (of course) lots of #geopolitics
👇
bit.ly/3MRubF9

All of my Cognitive Investments podcast episodes are my children -- I love and learn from them all -- but I especially love catching up with kindred spirit 𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨 for a dose of sanity and perspective in a world with a lot of noise relative to signal.

bit.ly/ci-podcast

Today Jacob L. Shapiro welcomes Dr. Caroline Eaton Tracey, an accomplished writer whose work focuses on the US Southwest, Mexico, & the US–Mexico borderlands.
#geography #geopolitics #perspectives

Episode 174: 'Dams and the Rio Grande'
👇
bit.ly/3MRubF9

'Turkey is becoming investible again' -- for those of us using geopolitics Cognitive Investments it has been investible this whole time, but glad to have some company at last

Special Sat drop of CD #podcast -Ep. 173 'Confusion'
Jacob L. Shapiro & Rob Larity discuss confusion over:
*the narrative re: U.S. Economy
* #oil & #natgas $$
*the future of #Ukraine
*big week in #geopolitics

More ?'s than answers 🤔

bit.ly/3MRubF9

Two back-to-back exceptional Cognitive Investments podcasts:

Daryl Ritchison on the #weather in 2024
Abdolrasool Divsallar on #Iran 's grand strategy

Ignorance is a choice -- choose wisely!

bit.ly/ci-podcast

Today, weather expert Daryl Ritchison joins Jacob L. Shapiro to reflect on hits and misses & chat about:
#global surprises
#ElNino
#weather history
plus, the riskiest places in the world to live!

Turns out Jacob has some HW to do! 🤯bit.ly/3MRubF9

On today's CD, Rob Larity tells JacobShap that investors are missing 98% of the picture if they don't understand the real impact of #geopolitics

#China is building out #EV overcapacity for geopolitical reasons-it's a major force in the market w. massive global implications

Today's episode is called 'Friction' 🤔

Jacob L. Shapiro & Rob Larity cover:

* 2024 expectations re: #semiconductors (too high?)
* #Chinese EV's
* #Energy /Batteries/ #SOLAR
* Cost of #Risk

bit.ly/3MRubF9

Cognitive Investments is thrilled to partner with Bespoke Group to offer a comprehensive set of solutions that build, protect and grow our clients' wealth! Stay tuned...

Tune in to #RealAgRadio at 430 E on @RuralRadio147 brought to you by Northern Pulse. Host Shaun Haney is joined by Dr. Joe Outlaw of Texas A&M University; Nicole Atchison of @Purisfoods; Chuck Penner of @LeftfieldCR; & Jacob L. Shapiro of Cognitive Investments #cdnag #agpolicy #pulsemarkets

Did you catch the last Frontlines pod from @Realagriculture?

Jacob L. Shapiro joined Shaun Haney to discuss:

#redseacrisis
#Taiwan / #China relations
#Argentina 's elections
#USElections and #geopolitical instability
👇
bit.ly/3MRubF9

On today's episode, Jacob L. Shapiro & Rob Larity tackle:
* conflicting narratives re: #oil prices
* geopolitical / market issues in #China & #France
* listener-submitted ?'s re: the #redseacrisis
* what the mainstream media is missing bit.ly/3MRubF9

Powerful Speaker Lineup at Pulse Growers Meeting rrfn.com/2024/01/17/pow…