Jacob checks in from paternity leave to talk to Rob about the latest in markets. From there, they offer some hopefully insightful if slightly disjointed thoughts about France (no deal), Syria (little deal), and South Korea (big deal).

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Timestamps:

(00:00) - Intro

(01:01) – CI Club

(05:30) –  US and Global Markets

(26:33) - France and Europe

(35:30) – Middle East

(49:13) – South Korea

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Jacob Shapiro Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

CI Site: cognitive.investments

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