The Pain of Deglobalization

Chase pinch hits for Rob in CI’s weekly update with Jacob. Chase offers a sober take on inflation, before Jacob and Chase explain their bullishness on natural gas and energy in general for the rest of the year. They close with an examination of Japan’s recent moves – and explore how deglobalization is affecting both Japan and China in tandem.

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Timestamps:

(00:00) - Introduction

(01:20) - Inflation

(10:08) - Jerome's Take

(15:05) - Chinese Deflation

(20:00) - Higher Commodities

(22:30) - Natural Gas

(33:50) - Coal

(42:00) - Cannabis

(43:40) - Telecom and 5G

(45:16) - Japan Update

(56:13) - China and Japan's Relationship

(01:00:30) - China's Economy

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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