Cousin Marko is back at long last – he and Jacob discuss why U.S. elections are the most important thing in the world geopolitically and all the myriad ways a multipolar world is influencing the balance of power and investment decisions. They close with the best basketball analysis you’ll find anywhere in the U.S. YEAH WE SAID IT!

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Timestamps:

(00:00) - Intro

(02:00) – U.S. Elections

(16:53) – Score settling in geopolitics

(31:35) – Europe x China relations

(43:47) – Ideologies under multipolarity

(50:45) - China and the U.S./investment implications

(1:00:25) – Over/Under

(1:06:54)-end – Basketball

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CI Site: cognitive.investments

Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

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