Jacob and Rob return for a weekly chat about South Korea’s economy and challenges posed by the Asian economic model. They pivot to a discussion about entrepreneurship and whether it is in decline in the West, discuss steel markets and questionable decision making from large-cap U.S. companies. They close with a discussion of the “chaos” at U.S. universities and draw a different conclusion than you might think.

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Timestamps:

(00:00) – Intro

(01:00) - Lessons from ROK

(17:22) – Entrepreneurship

(35:18) – Steel

(49:23) – University upheaval

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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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