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#210 - Elohim Monard and Ignacio Asis: Argentina Chainsaw Massacre

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Manage episode 424204066 series 3337822
Contenuto fornito da Cognitive Investments. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Cognitive Investments o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Jacob brings back Ignacio Asis and Elohim Monard for a long awaited reaction to Javier Milei’s victory in Argentina’s presidential election. They explore how his term has gone thus far, and break down the big bills he was able to pass through Argentina’s Senate this week. They also talk about regional and even international implications.

--

Timestamps:

(00:00) - Introduction

(01:19) - Discussion on Argentine Politics

(04:29) - Milei's Legislative Achievements

(05:54) - Economic and Social Impact

(10:17) - Milei's Government Reduction Strategy

(16:44) - International Perception and Narrative

(22:09) - Comparison with Bukele

(26:56) - Milei Learning Curve and Global Polarization

(28:37) - Security and Basic Agenda

(31:04) - The Role of Military and Security in Argentina

(32:46) - Narco-Traffic and Security Policies

(36:33) - Milei's Promises and Economic Agenda

(39:02) - Governance and Market Reactions

(42:39) - Regional Impact and Right-Wing Populism

(48:09) - Final Thoughts and Future Outlook

(52:31) - Conclusion and Disclaimer

--

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


This podcast uses the following third-party services for analysis:
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
  continue reading

247 episodi

Artwork
iconCondividi
 
Manage episode 424204066 series 3337822
Contenuto fornito da Cognitive Investments. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Cognitive Investments o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Jacob brings back Ignacio Asis and Elohim Monard for a long awaited reaction to Javier Milei’s victory in Argentina’s presidential election. They explore how his term has gone thus far, and break down the big bills he was able to pass through Argentina’s Senate this week. They also talk about regional and even international implications.

--

Timestamps:

(00:00) - Introduction

(01:19) - Discussion on Argentine Politics

(04:29) - Milei's Legislative Achievements

(05:54) - Economic and Social Impact

(10:17) - Milei's Government Reduction Strategy

(16:44) - International Perception and Narrative

(22:09) - Comparison with Bukele

(26:56) - Milei Learning Curve and Global Polarization

(28:37) - Security and Basic Agenda

(31:04) - The Role of Military and Security in Argentina

(32:46) - Narco-Traffic and Security Policies

(36:33) - Milei's Promises and Economic Agenda

(39:02) - Governance and Market Reactions

(42:39) - Regional Impact and Right-Wing Populism

(48:09) - Final Thoughts and Future Outlook

(52:31) - Conclusion and Disclaimer

--

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


This podcast uses the following third-party services for analysis:
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
  continue reading

247 episodi

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