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#228 - The Arabian Gulf's Expanding Conflict + Modi's Visit to Ukraine

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Manage episode 436635379 series 3359112
内容由Cognitive Investments提供。所有播客内容(包括剧集、图形和播客描述)均由 Cognitive Investments 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

John Fowler and Jacob Shapiro dive into the current geopolitical landscape, beginning with a lively discussion about the Democratic National Convention and Kamala Harris's rising poll numbers. They touch on the ongoing conflict in the Arabian Gulf, examining the Red Sea Tanker attack and its implications for global shipping. They also speculate on the growing tensions between Israel and Hamas amidst rumors of a call between Donald Trump and Benjamin Netanyahu. Narendra Modi's significant visit to Ukraine highlights changing geopolitical dynamics, while Elon Musk's controversy with Brazil over censorship broadens the conversation to global tech regulation. The episode concludes with an over/under segment, providing predictions on pressing issues like the Gaza ceasefire and Canada's railroad strike.

--

Timestamps:

(00:00) - Intro

(01:34) - Kamala Harris' Poll Numbers and Media Coverage

(04:05) - On-the-Ground Insights from Chicago

(08:56) - Red Sea Tanker Attack and Global Shipping Disruptions

(14:37) - Gaza Ceasefire Negotiations and Trump-Netanyahu Call

(20:00) - India's Diplomatic Moves and Arms Import Strategy

(25:18) - Elon Musk's Twitter Tantrum in Brazil

(30:22) - Over/Under Predictions and Wrap-Up

--

Jacob Shapiro Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

CI Site: cognitive.investments

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:
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
  continue reading

248集单集

Artwork
icon分享
 
Manage episode 436635379 series 3359112
内容由Cognitive Investments提供。所有播客内容(包括剧集、图形和播客描述)均由 Cognitive Investments 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

John Fowler and Jacob Shapiro dive into the current geopolitical landscape, beginning with a lively discussion about the Democratic National Convention and Kamala Harris's rising poll numbers. They touch on the ongoing conflict in the Arabian Gulf, examining the Red Sea Tanker attack and its implications for global shipping. They also speculate on the growing tensions between Israel and Hamas amidst rumors of a call between Donald Trump and Benjamin Netanyahu. Narendra Modi's significant visit to Ukraine highlights changing geopolitical dynamics, while Elon Musk's controversy with Brazil over censorship broadens the conversation to global tech regulation. The episode concludes with an over/under segment, providing predictions on pressing issues like the Gaza ceasefire and Canada's railroad strike.

--

Timestamps:

(00:00) - Intro

(01:34) - Kamala Harris' Poll Numbers and Media Coverage

(04:05) - On-the-Ground Insights from Chicago

(08:56) - Red Sea Tanker Attack and Global Shipping Disruptions

(14:37) - Gaza Ceasefire Negotiations and Trump-Netanyahu Call

(20:00) - India's Diplomatic Moves and Arms Import Strategy

(25:18) - Elon Musk's Twitter Tantrum in Brazil

(30:22) - Over/Under Predictions and Wrap-Up

--

Jacob Shapiro Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

CI Site: cognitive.investments

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:
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
  continue reading

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