Jacob and Rob catch up on Rob’s trip to Ireland this week and why it might presage new migration issues in Europe. From there they turn to the narrative about electric vehicles and why they are not the glittering solution they are made out to be, before diving deep into the U.S.-China relationship and checking on where China is on the treadmill to hell. Closing thoughts on wheat and natural gas.

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Timestamps:

(00:00) - Intro

(02:15) - Ireland Check-In

(09:40) - Migration Flows and the European Union

(18:01) - Brazil's EV Transition

(31:12) - China and EV's

(36:46) - China's Future

(44:11) - Consumption is the key to recovery in China?

(47:20) - China and US relations thawing?

(56:00) - Wheat and LNG

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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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Referenced In The Show:

https://www.bloomberg.com/news/features/2023-07-19/why-brazil-is-falling-behind-in-the-electric-car-transition

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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