The Trouble With Emerging Markets

To learn more about the Knowledge Platform, click here: 

https://www.cognitive.investments/research_advice

Jacob and Rob talk about the release of CI’s Knowledge Platform and some of the broader macro themes they are focusing on, before turning to an around-the-world discussion of trouble in emerging markets. They close with some thoughts on the debt ceiling, U.S. dollar, and Japanese yen.

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Timestamps:

(00:00) - Intro

(04:50) – The Knowledge Platform Launch

(05:45) - What Is It?

(06:44) - Geopolitics and Disruptive Innovation

(11:20) - Deep Dive Explanations

(14:35) - Early Stage Innovation

(18:10) - Hydrogen rides on Iridium (Examples)

(20:00) - Cutting through the BS

(25:00) - Looking Short at Germany and the USA

(31:15) - Pakistan Unrest

(33:36) - East Africa/Sudan

(37:00) - The importance of institutions

(45:50) - Debt ceiling

(54:26) - Japanese Markets

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CI LinkedIn: https://www.linkedin.com/company/cognitive-investments/

CI Website: https://cognitive.investments

CI Twitter: https://twitter.com/CognitiveInvest

Jacob LinkedIn: https://www.linkedin.com/in/jacob-l-s-a9337416/

Jacob Twitter: https://twitter.com/JacobShap

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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).

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Referenced In The Show:

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Disclaimer: Nothing discussed on Cognitive Dissidents should be considered as investment advice. Please always do your own research & speak to a financial advisor before putting your money into the markets.

This podcast uses the following third-party services for analysis:

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Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp