John Fowler and Jacob Shapiro dive into the current geopolitical landscape, beginning with a lively discussion about the Democratic National Convention and Kamala Harris's rising poll numbers. They touch on the ongoing conflict in the Arabian Gulf, examining the Red Sea Tanker attack and its implications for global shipping. They also speculate on the growing tensions between Israel and Hamas amidst rumors of a call between Donald Trump and Benjamin Netanyahu. Narendra Modi's significant visit to Ukraine highlights changing geopolitical dynamics, while Elon Musk's controversy with Brazil over censorship broadens the conversation to global tech regulation. The episode concludes with an over/under segment, providing predictions on pressing issues like the Gaza ceasefire and Canada's railroad strike.

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Timestamps:

(00:00 ) - Intro

(01:34 ) - Kamala Harris' Poll Numbers and Media Coverage

(04:05 ) - On-the-Ground Insights from Chicago

(08:56 ) - Red Sea Tanker Attack and Global Shipping Disruptions

(14:37 ) - Gaza Ceasefire Negotiations and Trump-Netanyahu Call

(20:00 ) - India's Diplomatic Moves and Arms Import Strategy

(25:18 ) - Elon Musk's Twitter Tantrum in Brazil

(30:22 ) - Over/Under Predictions and Wrap-Up

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Jacob Shapiro Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

CI Site: cognitive.investments

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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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