Cognitive Investments

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

Disclosure:

[Cognitive Investments @CognitiveInvest]

Over a long time horizon (10+ yrs.) #innovation is what creates new #wealth in the economy. It should be the cornerstone of your investment portfolio, not a speculative side pocket.
👇
"Technology Revolutions + Investing"
https://t.co/S3EbzKM2xN

[Cognitive Investments @CognitiveInvest]

What would Friday be without @JacobShap & @RobLarity?

Episode #185 - Weekly Update: Why We Still Like #Japan & Other contrarian takes.
🇯🇵👇
https://t.co/ZO1t27xoOY

[Cognitive Investments @CognitiveInvest]

According to @JacobShap, #Indonesia is "one of the most important countries in the world, that nobody is talking about"... except us! Welcome, @Pemiluasia. 🙏

Episode #184 - Kevin Evans: The Largest Invisible Thing in the World
👇
https://t.co/ZO1t27xoOY

[Cognitive Investments @CognitiveInvest]

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? @JacobShap & @RobLarity get into it (and more!). 👇
https://t.co/ZO1t27xoOY

[Cognitive Investments @CognitiveInvest]

This week @JacobShap welcomed Prof. Gary Saul Morson of @NorthwesternU to talk about his article in @nybooks re: "Russian exceptionalism", Eurasianism's impact on the #Kremlin + how #history may impact the #future of #Russia #Ukraine

https://t.co/ZO1t27xoOY

[Cognitive Investments @CognitiveInvest]

Today on the #podcast, @JacobShap and @RobLarity play, "What if #Trump wins?"

We're talking #tariffs.

Good? Bad? ... It depends.
👇
https://t.co/ZO1t27xoOY

[Cognitive Investments @CognitiveInvest]

When everyone zigs - we aren't afraid to zag.

Today @RobLarity and @JacobShap chat about #inflation (and how @CognitiveInvest got it right for clients), #deflation in #China, and (of course) lots of #geopolitics
👇
https://t.co/ZO1t27xoOY

[Cognitive Investments @CognitiveInvest]

@APompliano @JacobShap for sure! https://t.co/ZO1t27xoOY

[jacob l. shapiro @JacobShap]

All of my @CognitiveInvest podcast episodes are my children -- I love and learn from them all -- but I especially love catching up with kindred spirit @pineconemacro for a dose of sanity and perspective in a world with a lot of noise relative to signal.

https://t.co/6HzNWGfZ8w

[Cognitive Investments @CognitiveInvest]

Today @JacobShap 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"
👇
https://t.co/ZO1t27xoOY

[jacob l. shapiro @JacobShap]

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

[Cognitive Investments @CognitiveInvest]

Special Sat drop of CD #podcast-Ep. 173 "Confusion"
@JacobShap & @RobLarity discuss confusion over:
*the narrative re: U.S. Economy
*#oil & #natgas $$
*the future of #Ukraine
*big week in #geopolitics

More ?'s than answers 🤔

https://t.co/ZO1t27xoOY

[jacob l. shapiro @JacobShap]

Two back-to-back exceptional @CognitiveInvest podcasts:

@DarylRitchison on the #weather in 2024
@Divsallar on #Iran's grand strategy

Ignorance is a choice -- choose wisely!

https://t.co/6HzNWGfZ8w

[Cognitive Investments @CognitiveInvest]

Today, weather expert @DarylRitchison joins @JacobShap 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! 🤯https://t.co/ZO1t27xoOY

[Cognitive Investments @CognitiveInvest]

On today's CD, @RobLarity 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

[Cognitive Investments @CognitiveInvest]

Today's episode is called "Friction" 🤔

@JacobShap & @RobLarity cover:

* 2024 expectations re: #semiconductors (too high?)
* #Chinese EV's
* #Energy/Batteries/#SOLAR
* Cost of #Risk

https://t.co/ZO1t27xoOY

[Cognitive Investments @CognitiveInvest]

@CognitiveInvest is thrilled to partner with @BespokeGroupCO to offer a comprehensive set of solutions that build, protect and grow our clients' wealth! Stay tuned...

[Bespoke Group @BespokeGroupCO]

We are proud to announce our strategic partnership with @CognitiveInvest, whose team has a true edge when it comes to the trends underpinning the global #investment markets.

[RealAgriculture @realagriculture]

Tune in to #RealAgRadio at 430 E on @RuralRadio147 brought to you by @NPGA1. Host @shaunhaney is joined by Dr. Joe Outlaw of Texas A&M University; Nicole Atchison of @Purisfoods; Chuck Penner of @LeftfieldCR; & @JacobShap of @CognitiveInvest #cdnag #agpolicy #pulsemarkets

[Cognitive Investments @CognitiveInvest]

Did you catch the last Frontlines pod from @Realagriculture?

@JacobShap joined @shaunhaney to discuss:

#redseacrisis
#Taiwan / #China relations
#Argentina's elections
#USElections and #geopolitical instability
👇
https://t.co/ZO1t27xWEw

[Cognitive Investments @CognitiveInvest]

@JacobShap's Global SitRep drops every Saturday a.m. @ 8 EST.

"Unfathomable that this level and quality of discussion is put out there for free . . . " - regular SitRep reader.

Are YOU in the know?

Subscribe today- Read tomorrow.
https://t.co/FJRlfmr9mY