Smoke rises from the Red Sea. The hour grows late and Rob calls Jacob seeking his counsel. For that is why you have come, is it not…our old friends? If you like the Lord of the Rings, you got that joke. If you didn’t, what’s wrong with you? Welcome to the return of the Cognitive Dissidents podcast in 2024, with Jacob and Rob relatively downbeat about both markets and geopolitics to start off the year.

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Timestamps:

(01:00) – Market expectations

(11:24) - Is the good economy just luck?

(18:22) – Chinese economy

(27:30) – The Red Sea

(43:15) – What's next for the world?

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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

Subscribe to the Newsletter: bit.ly/weekly-sitrep

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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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Disclaimer: Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor