#235 - Trump v Harris Victory Scenarios w/ Cousin Marko

Jacob and Marko talk for a Joe-Rogan-amount of time – in this two-hour episode, they cover the Iranian threat to bomb Israel and what it does (and doesn’t) mean for the Middle East, whether China’s stimulus is real, and what’s next for the Russia-Ukraine war. They also explore Trump v Harris victory scenarios…and close out with the best NBA analysis money can buy.

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Timestamps:

• 00:01 - Introductory Remarks
• 00:57 - Middle East Tensions: Iran and Israel
• 01:27 - Reassessing Israel's Strategic Goals
• 02:29 - The Impact of Iranian Retaliation
• 03:59 - Market Implications: Oil and Equities
• 34:04 - China's Economic Stimulus: A Policy Shift?
• 01:13:18 - Trump vs. Harris: Election Scenarios
• 01:17:32 - The Future of Russia-Ukraine Conflict
• 01:35:26 - NBA Preview and Predictions
• 01:47:45 - Closing Thoughts and Outro

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Jacob Shapiro Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

CI Site: cognitive.investments

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