About this episode
Rob and Jacob are back at it. They discuss the earthquake in Taiwan and why they are skeptical of Taiwan’s economic future. From there they turn to a controversial article about how immigration has been driving US GDP growth and why demographics are not destiny. They close with some thoughts about the straitjacket of specialization and the dangers of too much expertise.
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Timestamps:
(00:00) - Intro
(01:10) - Taiwan
(19:40) - Coronal Mass Ejections and Black Swans
(23:07) – Taiwan
(25:10) – Immigration/Demographics
(45:30) – India
(47:30) – Historians rule
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Referenced in the Show:
- Angus Deaton – https://www.imf.org/en/Publications/fandd/issues/2024/03/Symposium-Rethinking-Economics-Angus-Deaton
- Immigration and the US Economy – https://www.briefingbook.info/p/immigration-and-the-us-economy-since?utm_campaign=email-post&r=bkto&utm_source=substack&utm_medium=email
- Assuring Taiwan’s Innovation Future – https://carnegieendowment.org/2020/01/29/assuring-taiwan-s-innovation-future-pub-80920
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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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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: 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
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