Cognitive Investments

Over a long time horizon (10+ yrs.) #innovation is what creates new #wealth in the economy. It should be the cornerstone of your investment portfolio, not a speculative side pocket. 👇 "Technology Revolutions + Investing" bit.ly/3vUsR1f

What would Friday be without @JacobShap & @RobLarity? Episode #185 - Weekly Update: Why We Still Like #Japan & Other contrarian takes. 🇯🇵👇 bit.ly/3MRubF9

According to @JacobShap, #Indonesia is "one of the most important countries in the world, that nobody is talking about"... except us! Welcome, @Pemiluasia. 🙏 Episode #184 - Kevin Evans: The Largest Invisible Thing in the World 👇 bit.ly/3MRubF9

Episode- 183 "What is a Doji (and should I care?)" The S&P 500 formed a rare weekly doji last week. What does it mean? Is there a reversal ahead? Are #risks elevated? @JacobShap & @RobLarity get into it (and more!). 👇 bit.ly/3MRubF9

This week @JacobShap welcomed Prof. Gary Saul Morson of @NorthwesternU to talk about his article in @nybooks re: "Russian exceptionalism", Eurasianism's impact on the #Kremlin + how #history may impact the #future of #Russia #Ukraine bit.ly/3MRubF9

Today on the #podcast, @JacobShap and @RobLarity play, "What if #Trump wins?" We're talking #tariffs. Good? Bad? ... It depends. 👇 bit.ly/3MRubF9

When everyone zigs - we aren't afraid to zag. Today @RobLarity and @JacobShap chat about #inflation (and how @CognitiveInvest got it right for clients), #deflation in #China, and (of course) lots of #geopolitics 👇 bit.ly/3MRubF9

@APompliano @JacobShap for sure! bit.ly/3MRubF9

I am going to bring someone on the podcast to discuss the various geopolitical events that are occurring and how they impact financial markets. The person needs to be well-versed in various regions & situations. Who would you nominate to do this?

All of my @CognitiveInvest podcast episodes are my children -- I love and learn from them all -- but I especially love catching up with kindred spirit @pineconemacro for a dose of sanity and perspective in a world with a lot of noise relative to signal. bit.ly/ci-podcast

Today @JacobShap welcomes Dr. Caroline Eaton Tracey, an accomplished writer whose work focuses on the US Southwest, Mexico, & the US–Mexico borderlands. #geography #geopolitics #perspectives Episode 174: "Dams and the Rio Grande" 👇 bit.ly/3MRubF9

"Turkey is becoming investible again" -- for those of us using geopolitics @CognitiveInvest it has been investible this whole time, but glad to have some company at last

Special Sat drop of CD #podcast-Ep. 173 "Confusion" @JacobShap & @RobLarity discuss confusion over: *the narrative re: U.S. Economy *#oil & #natgas $$ *the future of #Ukraine *big week in #geopolitics More ?'s than answers 🤔 bit.ly/3MRubF9

Two back-to-back exceptional @CognitiveInvest podcasts: @DarylRitchison on the #weather in 2024 @Divsallar on #Iran's grand strategy Ignorance is a choice -- choose wisely! bit.ly/ci-podcast

Today, weather expert @DarylRitchison joins @JacobShap to reflect on hits and misses & chat about: #global surprises #ElNino #weather history plus, the riskiest places in the world to live! Turns out Jacob has some HW to do! 🤯bit.ly/3MRubF9

On today's CD, @RobLarity tells JacobShap that investors are missing 98% of the picture if they don't understand the real impact of #geopolitics #China is building out #EV overcapacity for geopolitical reasons-it's a major force in the market w. massive global implications

Today's episode is called "Friction" 🤔 @JacobShap & @RobLarity cover: * 2024 expectations re: #semiconductors (too high?) * #Chinese EV's * #Energy/Batteries/#SOLAR * Cost of #Risk bit.ly/3MRubF9

@CognitiveInvest is thrilled to partner with @BespokeGroupCO to offer a comprehensive set of solutions that build, protect and grow our clients' wealth! Stay tuned...

Tune in to #RealAgRadio at 430 E on @RuralRadio147 brought to you by @NPGA1. Host @shaunhaney is joined by Dr. Joe Outlaw of Texas A&M University; Nicole Atchison of @Purisfoods; Chuck Penner of @LeftfieldCR; & @JacobShap of @CognitiveInvest #cdnag #agpolicy #pulsemarkets

Did you catch the last Frontlines pod from @Realagriculture? @JacobShap joined @shaunhaney to discuss: #redseacrisis #Taiwan / #China relations #Argentina's elections #USElections and #geopolitical instability 👇 bit.ly/3MRubF9

@JacobShap's Global SitRep drops every Saturday a.m. @ 8 EST. "Unfathomable that this level and quality of discussion is put out there for free . . . " - regular SitRep reader. Are YOU in the know? Subscribe today- Read tomorrow. bit.ly/3zf5TRW