#185 - Weekly Update: Why We Still Like Japan & Other contrarian takes

Jacob and Rob are pressed for time, but they squeeze in a quick podcast between meetings to discuss the big news out of Japanese markets this week. They give a window into CI’s international allocation strategy and what countries they are feeling good and bad about, before turning to political intrigue in Vietnam and lessons for and from the U.S. semiconductor industry after the allocation of over $8 billion in grants to $INTC.

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Timestamps:

(00:00) - Intro

(01:30) - Japan and the Fed

(17:30) – Yikes Canada

(22:09) – Vietnam

( 31:41) – Intel and the CHIPS Act

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Referenced in the Show:

Economist Article: https://www.economist.com/leaders/2024/03/19/why-japans-economy-remains-a-warning-to-others

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CI Site: cognitive.investments

Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

Subscribe to the Newsletter: bit.ly/weekly-sitrep

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