Rob and Jacob spend a few minutes discussing Kamala Harris before moving on to all the things happening in the world you’re missing because Trump and Harris are sucking up the headlines. They discuss Mexico trade relations, signals of change in Cuba and Venezuela, and major developments in Egypt and Vietnam, before closing with some bullishness on Japan.

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Timestamps:

(00:00) - Intro

(01:50) - Kamala

(05:55) – Mexico/Brazil/China

(17:15) – Cuba and Venezuela

(33:00) – Egypt

(43:51) – Vietnam

(47:50) – Japan

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Referenced in the Show:

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Jacob Shapiro Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

CI Site: cognitive.investments

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