Shownotes
Rob and Jacob are back at it. They discuss the earthquake in Taiwan and why they are skeptical of Taiwan’s economic future. From there they turn to a controversial article about how immigration has been driving US GDP growth and why demographics are not destiny. They close with some thoughts about the straitjacket of specialization and the dangers of too much expertise.
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Timestamps:
(00:00) - Intro
(01:10) - Taiwan
(19:40) - Coronal Mass Ejections and Black Swans
(23:07) – Taiwan
(25:10) – Immigration/Demographics
(45:30) – India
(47:30) – Historians rule
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Referenced in the Show:
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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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