"OPB Politics Now" is a weekly podcast that takes a deep dive into the hottest political topics in Oregon and the Northwest. Every Friday, OPB’s political reporters and special guests offer in-depth analysis, discussion and insight into candidates, events and issues.
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#193 - Marko’s Back!
Manage episode 413418863 series 3337822
Content provided by Cognitive Investments. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cognitive Investments or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
It’s been too long since Jacob and Marko, cousins by choice, got together to record a podcast. They dive deep into what Trump winning the presidency again could mean for global geopolitics and trade – while addressing topics like U.S. inflation, Iran’s attacks on Israel, U.S. v global investing opportunities, and…of course…hot basketball takes.
--
Timestamps:
(00:00) - Intro
(02:07) – U.S. Economy
(20:17) - Israel/Iran/KSA
(25:13) - What happens if Trump wins?
(33:44) – Trump/Biden scenarios
(38:30) - Biden's track record and trade deals
(46:36) - Tariffs
(59:36) - Multipolarity, bipolarity, charts and the future
(1:05:03) U.S. v. Global (shout out Louis Gave)
(01:11:50) - Basketball hot takes
--
Referenced in the Show:
Louis Gave’s slides: https://research.gavekal.com/documents/10192/Unfoldinginflboom-apr2024.pdf
--
CI Site: cognitive.investments
Jacob Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
Subscribe to the Newsletter: bit.ly/weekly-sitrep
--
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).
--
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
This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
198 episodes
Share
Manage episode 413418863 series 3337822
Content provided by Cognitive Investments. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cognitive Investments or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
It’s been too long since Jacob and Marko, cousins by choice, got together to record a podcast. They dive deep into what Trump winning the presidency again could mean for global geopolitics and trade – while addressing topics like U.S. inflation, Iran’s attacks on Israel, U.S. v global investing opportunities, and…of course…hot basketball takes.
--
Timestamps:
(00:00) - Intro
(02:07) – U.S. Economy
(20:17) - Israel/Iran/KSA
(25:13) - What happens if Trump wins?
(33:44) – Trump/Biden scenarios
(38:30) - Biden's track record and trade deals
(46:36) - Tariffs
(59:36) - Multipolarity, bipolarity, charts and the future
(1:05:03) U.S. v. Global (shout out Louis Gave)
(01:11:50) - Basketball hot takes
--
Referenced in the Show:
Louis Gave’s slides: https://research.gavekal.com/documents/10192/Unfoldinginflboom-apr2024.pdf
--
CI Site: cognitive.investments
Jacob Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
Subscribe to the Newsletter: bit.ly/weekly-sitrep
--
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).
--
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
This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
198 episodes
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Similar to Cognitive Dissidents
"OPB Politics Now" is a weekly podcast that takes a deep dive into the hottest political topics in Oregon and the Northwest. Every Friday, OPB’s political reporters and special guests offer in-depth analysis, discussion and insight into candidates, events and issues.
…
continue reading
Tough decisions rattle us all to the core. But for our guests on One Decision— the choices they are up against can also shape history. No pressure! They take us through all of their doubts, emotions and—sometimes unexpected--consequences. A fresh take on foreign policy. Hear the former head of Mi6, Sir Richard Dearlove alongside international journalists as they analyse, interview, and discuss.
…
continue reading
As the tone of public discourse becomes increasingly angry and divisive, Common Ground Committee offers a healing path to reaching agreement and moving forward. We talk with top leaders in public policy, finance, academe and more to encourage the seeking and finding of points of agreement, and to demonstrate how combating incivility can lead us forward.
…
continue reading
Puck senior political correspondent Tara Palmeri is here to help you get through what may be the most chaotic and consequential presidential election cycle of our lifetime. With 15 years covering politics, Tara speaks with the smartest political brains to discuss what is happening behind the scenes in Washington D.C., and on the campaign trail.
…
continue reading
Daily news updates from across the Slate Podcast network.
…
continue reading
The people behind The Intercept’s fearless reporting and incisive commentary discuss the crucial issues of our time: national security, civil liberties, foreign policy, and criminal justice. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Guardian political columnist John Harris hosts a cast of voices from up and down the country as well as across the political spectrum to analyse the week’s political news. For US Politics with Guardian columnist Jonathan Freedland, make sure to search 'Politics Weekly America' wherever you get your podcasts
…
continue reading
The Seen and the Unseen, hosted by Amit Varma, features longform conversations that aim to give deep insights into the subjects being discussed. Timeless and bingeworthy.
…
continue reading
Podcast by Chapo Trap House
…
continue reading
Every Monday, the libertarian editors of the magazine of “Free Minds and Free Markets”—Matt Welch, Nick Gillespie, Katherine Mangu-Ward, and Peter Suderman—discuss and debate the week’s biggest stories and what fresh hell awaits us all.
…
continue reading
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