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Cognitive Dissidents

#181 - Weekly Update: What If Trump Wins? (Tariff edition)

Cognitive Dissidents
Cognitive Dissidents

Jacob is on the road, Rob is on vacation…and still they bring the analytical firepower to you each week! They do a little microgeopolitics on Eden Prairie, MN, before tackling a big, scary question: What happens if Trump wins and actually does what he says he will do in terms of tariffs? They close with a few thoughts on Emmanuel Macron’s spicy week.



(00:00) - Intro

(00:43) – Microgeopolitics (Eden Prairie)

(11:54) – What if…tariff edition

(20:30) - Tariff of Abominations History Lesson

(27:00) – Investment takeaways

(42:00) - Rejoinders from the Trump administration

(44:40) – France


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
Cognitive Dissidents
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