Jacob and Rob talk about the expanding monkeypox global health emergency. From there they turn to artificial intelligence to talk about whether comparisons to previous bubbles in rail and telecoms are good models for thinking about it going forward.

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Timestamps:

(00:00) - Intro

(01:39) – Nordstream sabotage

(04:16) – Monkeypox

(11:00) – Government responses

(20:20) – Investment implications

(26:43) – Artificial Intelligence

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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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