#232 - Why Simplify When You Can Complicate?

Jacob welcomes PauloMacro onto the podcast to discuss his macro view, oil, grains, emerging markets… and why the time might have finally come for Brazil.

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Timestamps:

(00:00) - Intro

(01:22) - Paulo’s view

(13:05) – US elections

(19:32) – Oil

(33:08)– China

(41:20) – Grains

(51:10) – Brazil

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Referenced in the Show:

Link to Paulo’s Substack: https://substack.com/@paulomacro

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Jacob Shapiro Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

CI Site: cognitive.investments

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