#200 - Tariffs Are Taxes (and Why You Shouldn’t Invest In Utilities) Cognitive Dissidents podcast

#200 - Tariffs are Taxes (and why you shouldn’t invest in utilities)

17d ago 1:13:02

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What better way to celebrate 200 episodes than a Rob-Jacob episode full of important insights. Jacob and Rob talk about some of their best calls of the past few years before turning to the flooding in Brazil, opportunities (and risks) in the U.S. electricity sector, and the new U.S. tariffs on Chinese goods. They also talk about the cognitive bias of investing and financial advisory services.

Timestamps:

(00:00) - Intro

(01:53) – Looking back on 200 podcasts

(12:53) – Cognitive biases in investing

(22:00) – What's happening in Brazil?

(30:00) – Why you SHOULDN’T invest in utilities

(52:50) – U.S. tariffs on Chinese goods

Referenced in the Show:

CI Site: cognitive.investments

Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

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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

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206 episodes