Rob is back from vacation and here to provide insights on the UK’s surprising inflation print and why CI believes inflation could be more stubborn than U.S. markets presume. From there, they discuss the latest developments in the Chinese economy – still the most important issue in the world, Titanic submarine developments notwithstanding – before discussing the auto industry and their shared skepticism on the rise of EVs. 

--

Timestamps:

(00:00) - Introduction

(01:36) - UK inflation

(06:15) - US inflation

(14:56) - The role of energy volatility in Inflation

(16:30) - The value of liquidity

(21:13) - Energy companies

(22:30) - Multipolarity, inflation, and China

(27:00) - Xi Jinping vs. local government

(31:54) - The automotive industry

(40:13) - EV's + state-run capitalism

(44:30) - What's in a market?

--

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

Subscribe to the Newsletter: https://investments.us17.list-manage.com/subscribe?u=156086d89c91a42d264546df7&id=4e31ca1340

--

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).

--

Referenced In The Show:

--

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