Jacob and Rob are back at it for a marathon episode featuring your favorite segment, microgeopolitics, and extended discussion about technical analysis and why you should be wary of the euphoria in markets right now. They close with some thoughts on the latest (and hot) inflation print, and some notable developments in Ukraine and China.

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Timestamps:

(00:00) - Intro

(00:54) – Microgeopolitics – WI Dells

(14:20) – S&P 500 reversal?

(23:00) – Technical analysis

(29:50) – Japanese candlesticks

(47:30) – Inflation

(58:40) – Ukraine

(1:06:30) – China

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CI Site: cognitive.investments

Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

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