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Cognitive Dissidents


Cognitive Dissidents
Cognitive Dissidents

Better late than never! Jacob was on the road this week so instead of recording on Thursday they had to record on Friday. The theme of the episode might be confusion – confusion over the narrative on the U.S. economy, on oil prices, on natural gas prices, and even on the future of Ukraine. There are more questions than answers in this episode during a surprisingly pivotal week in geopolitics.



(00:00) - Intro

(04:45) - US Economy

(14:05) – Middle East

(24:00) – Oil

(35:50)– Natural gas

(42:12) – Ukraine


Referenced in the Show:

Link to affective polarization article: https://carnegieendowment.org/2023/09/05/polarization-democracy-and-political-violence-in-united-states-what-research-says-pub-90457


CI Site: cognitive.investments

Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

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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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