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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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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#224 - Sober Liquidity
Manage episode 433346524 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.
Rob dissects the market volatility of the week with characteristic apolmb. From there, Rob and Jacob tackle the overthrow of Bangladesh’s government and a discovery in Japan that may change the way the semiconductor industry works. Also, Rob’s take on the Olympics.
--
Timestamps:
(00:00) - Intro
(00:41) - Market Madness: A Week of Financial Turbulence
(02:46) - Understanding Market Volatility
(08:37) - Investment Strategies in Volatile Markets
(19:18) - Bangladesh Political Crisis
(28:26) - Bangladesh's Garment Industry Resilience
(29:15) - Global Apparel Export Dynamics
(30:48) - Challenges in Textile-Dependent Economies
(33:52) - Bangladesh's Economic and Political Landscape
(36:05) - Innovations in Semiconductor Manufacturing
(37:53) - Investment Implications in Technology
(42:21) - The Future of Semiconductor Giants
(47:37) - Intel's Struggles and Market Sentiment
(50:16) - Paris Olympics Highlights
(54:22) - Conclusion and Disclaimers
--
Referenced in the Show:
--
Jacob Shapiro Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
CI Site: cognitive.investments
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 433346524 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.
Rob dissects the market volatility of the week with characteristic apolmb. From there, Rob and Jacob tackle the overthrow of Bangladesh’s government and a discovery in Japan that may change the way the semiconductor industry works. Also, Rob’s take on the Olympics.
--
Timestamps:
(00:00) - Intro
(00:41) - Market Madness: A Week of Financial Turbulence
(02:46) - Understanding Market Volatility
(08:37) - Investment Strategies in Volatile Markets
(19:18) - Bangladesh Political Crisis
(28:26) - Bangladesh's Garment Industry Resilience
(29:15) - Global Apparel Export Dynamics
(30:48) - Challenges in Textile-Dependent Economies
(33:52) - Bangladesh's Economic and Political Landscape
(36:05) - Innovations in Semiconductor Manufacturing
(37:53) - Investment Implications in Technology
(42:21) - The Future of Semiconductor Giants
(47:37) - Intel's Struggles and Market Sentiment
(50:16) - Paris Olympics Highlights
(54:22) - Conclusion and Disclaimers
--
Referenced in the Show:
--
Jacob Shapiro Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
CI Site: cognitive.investments
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
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…
continue reading
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continue reading
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Vai offline con l'app Player FM !
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