Inflation’s Much Exaggerated Demise + The Power of Soft Power

It has been a deceptively quiet week in markets and geopolitics. Rob and Jacob give you the sober update you need on the SVB crisis and why they are more worried about other things, like corporate debt and a private equity bubble. From there, they tackle the big China-Russia meeting this week and engage in a wide-ranging conversation about whether China has “soft power” and whether China’s future is necessarily authoritarian.

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Timestamps:

(0:00) - Intro

(2:11) - Market Update

(14:48) – How to think about debt

(28:05) – The Xi-Putin visit and the future of China

(36:48) - Soft Power

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CI Website: https://cognitive.investments

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Jacob LinkedIn: https://www.linkedin.com/in/jacob-l-s-a9337416/

Jacob Twitter: https://twitter.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).

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Disclaimer: Nothing discussed on Cognitive Dissidents should be considered as investment advice. Please always do your own research & speak to a financial advisor before putting your money into the markets.

This podcast uses the following third-party services for analysis:

Chartable - https://chartable.com/privacy
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp