#243 - Trump's Triumph: What the Election Means for America and the World

Jacob and Rob dive into Donald Trump's surprising victory and its potential impact on various sectors, including the economy and the markets. They discuss the prevailing mood in both the US and Europe, highlighting a sense of resignation to Trump's return among many citizens. They explore the market reactions following the election results, noting the volatility in risk assets and the contrasting performance of renewable energy stocks and traditional industries like steel. The conversation also touches on the evolving political landscape in Germany, where the government is facing significant challenges, potentially reshaping Europe's response to US policy under Trump. Throughout the discussion, there is a critical examination of the term "vibes" and its influence on public sentiment and market behavior, raising questions about how perceptions can drive decisions in uncertain times.

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Timestamps:

(00:00) - Intro

(01:16) – Rob reaction

(07:45) – Market reaction

(30:20) – U.S./China

(54:00) – Bitcoin

(56:15) – Germany and Europe

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Jacob Shapiro Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

CI Site: cognitive.investments

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