Opium War Lessons (For Fentanyl)

Jacob and Rob are on the same continent for a change! They try to make sense of recent volatility in oil prices and take a victory lap on being ahead of the curve on the bloodbath in bond markets. From there, they explore the U.S.-Mexico-China love triangle and what history can and can’t teach us about the future of those three countries. Last but not least is Ukraine’s quest to become the Israel of Eastern Europe and whether Kyiv can produce weapons for itself in sufficient quality and quantity to maintain its counteroffensive against Russia.

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Timestamps:

(00:00) - Intro

(01:06) - Oil/Crude

(07:11) - Macro Context/Bond carnage

(16:47) - US x Mexico x China relations

(30:45) - Is the US reliving Chinese history with fentanyl

(40:50) - Migration and coordination

(45:00) - Ukraine wants to build its own weapons

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Referenced in the Show:

The Third Opium War – https://www.cirsd.org/en/horizons/horizons-winter-2019-issue-no-13/the-third-opium-war

CRS backgrounder on U.S.-Mexico relations – https://sgp.fas.org/crs/row/R42917.pdf

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CI Site: cognitive.investments

Jacob Site: jacobshapiro.com

Jacob Twitter: x.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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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

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