Politics and Religion. We’re not supposed to talk about that, right? Wrong! We only say that nowadays because the loudest, most extreme voices have taken over the whole conversation. Well, we‘re taking some of that space back! If you’re dying for some dialogue instead of all the yelling; if you know it’s okay to have differences without having to hate each other; if you believe politics and religion are too important to let ”the screamers” drown out the rest of us and would love some engagin ...
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continue reading
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.
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#218 - Revolt of the Masses
Manage episode 428744141 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 and Rob reconvene to talk about the latest CPI print, inflation expectations, and the U.S. elections. They also get philosophical about populism and apply their insights to different countries: the U.S., France, the UK, Argentina, and Germany.
--
Timestamps:
(00:00) -Intro
(00:39) - Weekly Chat with Rob: Catching Up
(01:17) - Inflation Discussion: Latest CPI Print
(03:36) - US Economic Slowdown: Service Sector and Manufacturing
(06:22) - Anecdotal Evidence: Tree Trimming and Airline Demand
(14:02) - Misallocation of Resources and Policy Volatility
(16:27) - US Election Impact on Economic Policies
(23:12) - Trade Tensions Under Biden vs. Trump
(24:08) - Populism and Global Political Trends
(25:44) - The Revolt of the Masses: Historical Context
(26:48) - Authority Structures and Information Democratization
(27:51) - French Elections: A Case Study
(29:58) - The Importance of Reading Books
(31:49) - Populism and Its Manifestations
(33:59) - Country-Specific Political Dynamics
(39:32) - Investment Strategies in Uncertain Times
(42:47) - Final Thoughts and Recommendations
(47:06) - Disclaimer and Legal Information
--
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
247 episodi
Condividi
Manage episode 428744141 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 and Rob reconvene to talk about the latest CPI print, inflation expectations, and the U.S. elections. They also get philosophical about populism and apply their insights to different countries: the U.S., France, the UK, Argentina, and Germany.
--
Timestamps:
(00:00) -Intro
(00:39) - Weekly Chat with Rob: Catching Up
(01:17) - Inflation Discussion: Latest CPI Print
(03:36) - US Economic Slowdown: Service Sector and Manufacturing
(06:22) - Anecdotal Evidence: Tree Trimming and Airline Demand
(14:02) - Misallocation of Resources and Policy Volatility
(16:27) - US Election Impact on Economic Policies
(23:12) - Trade Tensions Under Biden vs. Trump
(24:08) - Populism and Global Political Trends
(25:44) - The Revolt of the Masses: Historical Context
(26:48) - Authority Structures and Information Democratization
(27:51) - French Elections: A Case Study
(29:58) - The Importance of Reading Books
(31:49) - Populism and Its Manifestations
(33:59) - Country-Specific Political Dynamics
(39:32) - Investment Strategies in Uncertain Times
(42:47) - Final Thoughts and Recommendations
(47:06) - Disclaimer and Legal Information
--
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
247 episodi
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Simile a The Jacob Shapiro Podcast
Politics and Religion. We’re not supposed to talk about that, right? Wrong! We only say that nowadays because the loudest, most extreme voices have taken over the whole conversation. Well, we‘re taking some of that space back! If you’re dying for some dialogue instead of all the yelling; if you know it’s okay to have differences without having to hate each other; if you believe politics and religion are too important to let ”the screamers” drown out the rest of us and would love some engagin ...
…
continue reading
"OPB Politics Now" is a weekly podcast that takes a deep dive into the hottest political topics in Oregon and the Northwest. Every Friday, OPB’s political reporters and special guests offer in-depth analysis, discussion and insight into candidates, events and issues.
…
continue reading
Cut through the noise with The Intercept’s reporters as they tackle the most urgent issues of the moment. The Briefing is a new weekly podcast delivering incisive political analysis and deep investigative reporting, hosted by The Intercept’s journalists and contributors including Jessica Washington, Akela Lacy, and Jordan Uhl. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
The Seen and the Unseen, hosted by Amit Varma, features longform conversations that aim to give deep insights into the subjects being discussed. Timeless and bingeworthy.
…
continue reading
Political powerhouses Beth Rigby, Ruth Davidson and Harriet Harman unite to unravel the spin and explain what’s really going on in Westminster and beyond. Every episode, they will examine politicians, what they stand for and how they sell polices as UK politics enters a new era. They will work out which politicians are coming out on top and who is having an Electoral Dysfunction – and what it all actually means for you. WhatsApp - 07934 200444
…
continue reading
Podcast by Chapo Trap House
…
continue reading
Tough decisions rattle us all to the core. But for our guests on One Decision— the choices they are up against can also shape history. No pressure! They take us through all of their doubts, emotions and—sometimes unexpected--consequences. A fresh take on foreign policy. Hear the former head of Mi6, Sir Richard Dearlove alongside international journalists as they analyse, interview, and discuss.
…
continue reading
Puck senior political correspondent Tara Palmeri is here to help you get through what may be the most chaotic and consequential presidential election cycle of our lifetime. With 15 years covering politics, Tara speaks with the smartest political brains to discuss what is happening behind the scenes in Washington D.C., and on the campaign trail.
…
continue reading
Host Marco Werman and his team of producers bring you the world's most interesting stories that remind us just how small our planet really is.
…
continue reading
Every Monday, the libertarian editors of the magazine of “Free Minds and Free Markets”—Matt Welch, Nick Gillespie, Katherine Mangu-Ward, and Peter Suderman—discuss and debate the week’s biggest stories and what fresh hell awaits us all.
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Vai offline con l'app Player FM !
Vai offline con l'app Player FM !
