Jacob and Rob discuss the attempted assassination on former U.S. President Donald Trump. They explore scenarios related to tariffs and currency devaluation if Trump wins, as appears increasingly likely. They close with thoughts about CHina and why they are optimistic about the future.

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Timestamps:

(00:00) - Intro

(00:50) – Assassination in U.S. history

(19:00) – Tariffs

(34:00) – Devaluing the dollar

(50:50) – China

(59:05) – Optimism, scenarios, and why the Fourth Turning is bullshit

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Jacob Shapiro Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

CI Site: cognitive.investments

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