Jacob and Rob take a step back from the day-to-day melodrama of geopolitics and markets to talk about how they apply geopolitical insights to identify the countries that are poised to do best for the rest of the decade…and how they make investment decisions for CI clients based on this analysis. 

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Timestamps:

(00:00) - Introduction

(02:15) - Strategic Wealth

(14:00) - Brazil

(22:30) - Spotting Bad Analysis

(27:10) - Turkey and Indonesia

(32:07) - Speculation and Strategy

(37:14) - Economics is Always Wrong

(39:16) - The Importance of Qualitative Analysis

(45:10) - Poland

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CI LinkedIn: https://www.linkedin.com/company/cognitive-investments/

CI Website: https://cognitive.investments

CI Twitter: https://twitter.com/CognitiveInvest

Jacob LinkedIn: https://www.linkedin.com/in/jacob-l-s-a9337416/

Jacob Twitter: https://twitter.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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Disclaimer: Nothing discussed on Cognitive Dissidents should be considered as investment advice. Please always do your own research & speak to a financial advisor before putting your money into the markets.

This podcast uses the following third-party services for analysis:

Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp