Cognitive Investments (@cognitiveinvest) 's Twitter Profile
Cognitive Investments

@cognitiveinvest

A boutique wealth management firm leveraging institutional-quality analysis to help clients invest in a dynamic, multipolar world.

Disclosure: bit.ly/3zB66iG

ID: 1520089397303017479

linkhttp://cognitive.investments calendar_today29-04-2022 17:17:13

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On today's episode, jacob l. shapiro & Rob Larity tackle: * conflicting narratives re: #oil prices * geopolitical / market issues in #China & #France * listener-submitted ?'s re: the #redseacrisis * what the mainstream media is missing bit.ly/3MRubF9

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Did you catch the last Frontlines pod from RealAgriculture? jacob l. shapiro joined Shaun Haney to discuss: #redseacrisis #Taiwan / #China relations #Argentina's elections #USElections and #geopolitical instability 👇 bit.ly/3MRubF9

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Tune in to #RealAgRadio at 430 E on @RuralRadio147 brought to you by Northern Pulse. Host Shaun Haney is joined by Dr. Joe Outlaw of Texas A&M University; Nicole Atchison of @Purisfoods; Chuck Penner of @LeftfieldCR; & jacob l. shapiro of Cognitive Investments #cdnag #agpolicy #pulsemarkets

Tune in to #RealAgRadio at 430 E on @RuralRadio147 brought to you by <a href="/NPGA1/">Northern Pulse</a>. Host <a href="/shaunhaney/">Shaun Haney</a> is joined by Dr. Joe Outlaw of Texas A&amp;M University; Nicole Atchison of @Purisfoods; Chuck Penner of @LeftfieldCR; &amp; <a href="/JacobShap/">jacob l. shapiro</a> of <a href="/CognitiveInvest/">Cognitive Investments</a> #cdnag #agpolicy #pulsemarkets
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Today's episode is called "Friction" 🤔 jacob l. shapiro & Rob Larity cover: * 2024 expectations re: #semiconductors (too high?) * #Chinese EV's * #Energy/Batteries/#SOLAR * Cost of #Risk bit.ly/3MRubF9

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On today's CD, Rob Larity tells JacobShap that investors are missing 98% of the picture if they don't understand the real impact of #geopolitics #China is building out #EV overcapacity for geopolitical reasons-it's a major force in the market w. massive global implications

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Today, weather expert Daryl Ritchison joins jacob l. shapiro to reflect on hits and misses & chat about: #global surprises #ElNino #weather history plus, the riskiest places in the world to live! Turns out Jacob has some HW to do! 🤯bit.ly/3MRubF9

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Special Sat drop of CD #podcast-Ep. 173 "Confusion" jacob l. shapiro & Rob Larity discuss confusion over: *the narrative re: U.S. Economy *#oil & #natgas $$ *the future of #Ukraine *big week in #geopolitics More ?'s than answers 🤔 bit.ly/3MRubF9

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"Turkey is becoming investible again" -- for those of us using geopolitics Cognitive Investments it has been investible this whole time, but glad to have some company at last

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Today jacob l. shapiro welcomes Dr. Caroline Eaton Tracey, an accomplished writer whose work focuses on the US Southwest, Mexico, & the US–Mexico borderlands. #geography #geopolitics #perspectives Episode 174: "Dams and the Rio Grande" 👇 bit.ly/3MRubF9

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All of my Cognitive Investments podcast episodes are my children -- I love and learn from them all -- but I especially love catching up with kindred spirit 𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨 for a dose of sanity and perspective in a world with a lot of noise relative to signal. bit.ly/ci-podcast

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When everyone zigs - we aren't afraid to zag. Today Rob Larity and jacob l. shapiro chat about #inflation (and how Cognitive Investments got it right for clients), #deflation in #China, and (of course) lots of #geopolitics 👇 bit.ly/3MRubF9

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This week jacob l. shapiro welcomed Prof. Gary Saul Morson of Northwestern to talk about his article in The New York Review of Books re: "Russian exceptionalism", Eurasianism's impact on the #Kremlin + how #history may impact the #future of #Russia #Ukraine bit.ly/3MRubF9

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Episode- 183 "What is a Doji (and should I care?)" The S&P 500 formed a rare weekly doji last week. What does it mean? Is there a reversal ahead? Are #risks elevated? jacob l. shapiro & Rob Larity get into it (and more!). 👇 bit.ly/3MRubF9

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According to jacob l. shapiro, #Indonesia is "one of the most important countries in the world, that nobody is talking about"... except us! Welcome, It’s me. 🙏 Episode #184 - Kevin Evans: The Largest Invisible Thing in the World 👇 bit.ly/3MRubF9