Jacob continues to fight through a cold to bring you the geopolitical content you know and love. His weekly chat with Rob starts off with Brazil – and why an interest rate cut in Brazil should matter a big deal from an investment point of view. From there, they touch on the top developments of the week in the South Caucasus and Ukraine before philosophizing on Canada-India relations.

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Timestamps:

(00:00) - Intro

(01:20) - Snot

(02:02) - Brazil cut interest rates

(11:11) - Brazil/US real estate liquidity

(16:37) - Interest rates, commodities, manufacturing in China

(22:51) - Nagorno-Karabakh

(30:18) - How weak is Russia? What's next?

(33:05) - Why should I care about Nagorno-Karabakh?

(38:44) - Ukrainian Worries

(46:00) - India and Canada

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CI Website: https://cognitive.investments

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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:

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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:

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