#202 - Bearish US, Chinese/Indian Equity, Russia's Push, Trump's Mexico Policy and NBA Power Politics

Cousin Marko and Jacob are back at it. Marko shares why he’s turned bearish on the US after being “manically” bullish for many moons. They discuss China/India and compare/contrast the equity markets there. A brief discussion on Russia/Ukraine and Europe in general and a cold shower on former President Donald Trump’s threats to Mexico leads into an extended discussion on the NBA – predictions + the rise and fall of great players + the U.S.-led quest to hamper European success in the league. Enjoy, y’all.

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Timestamps:

(00:00) - Intro

(01:20) – US inflation, market, etc.

(09:45) – China/India markets and demographics

(31:00) - Regime risks in the USA

(32:55) – Europe - Putin's new defense minister, Russia's new push, Slovakia's assassination attempt

(44:30) – US/Mexico

(49:46) – Basketball

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CI Site: cognitive.investments

Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

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