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Jacob is on the road and Rob is fresh off earnings season but that doesn’t stop them from churning out a pod on life’s most persistent questions. They explore the demise of a nuclear project in the U.S. and what it means for the U.S. energy economy, Jacob comes clean about feeling pessimistic about Ukraine, and Rob talks about credit quality issues in the U.S. economy. It’s not all doom & gloom though – Brazil continues to shine.
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Timestamps:
(00:00) - Intro
(02:07) – Nuclear problems in the US
(15:30) – Brazil updates
(22:15) - Troubles for Ukraine
(32:50) – Credit problems
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CI Site: cognitive.investments
Jacob Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
Subscribe to the Newsletter: bit.ly/weekly-sitrep
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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: Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor
By Jacob Shapiro4.8
172172 ratings
Jacob is on the road and Rob is fresh off earnings season but that doesn’t stop them from churning out a pod on life’s most persistent questions. They explore the demise of a nuclear project in the U.S. and what it means for the U.S. energy economy, Jacob comes clean about feeling pessimistic about Ukraine, and Rob talks about credit quality issues in the U.S. economy. It’s not all doom & gloom though – Brazil continues to shine.
--
Timestamps:
(00:00) - Intro
(02:07) – Nuclear problems in the US
(15:30) – Brazil updates
(22:15) - Troubles for Ukraine
(32:50) – Credit problems
--
CI Site: cognitive.investments
Jacob Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
Subscribe to the Newsletter: bit.ly/weekly-sitrep
--
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).
--
Disclaimer: Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor

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