Cognitive Investments' latest paper:
"Geopolitics + Investing"
In the 1990s-2000s, investors could put their heads down and ignore geopolitics. Not anymore.
Today, globalization is reversing. Global politics and policies are diverging and becoming more volatile.
That makes the global economy and financial markets more volatile -- but it also creates big opportunities.
In this paper, we discuss how we use geopolitics in our investment process, and how we think that gives our clients a unique advantage.
"A globalization recession has begun . . . there is enormous potential for wealth creation in picking the right countries -- and avoiding the wrong ones."
COGNITIVE INVESTMENTS
Global Situation Report
Inspired by the Daily Intelligence Briefing given to the US President, The Global Situation Report (SitRep) is a weekly email roundup of everything happening in geopolitics -- and what it all means.
Cognitive Dissidents podcast
Hosted by Jacob Shapiro, this podcast is long-form exploration of geopolitics, markets, crypto, agriculture, macro-finance, commodities, ForEx, and much more.
Cognitive Dissidents features biweekly interviews (published every other Monday) with experts across the globe, and weekly roundups (published Friday mornings) of global financial and geopolitical events.
Cognitive Investments on
Twitter
Our tweets focus on information and insights from our Knowledge Platform.
Also . . . basketball.
Webinar: Geopolitics+Investing
How we actually use geopolitics in our investment process – and why we think that gives us a unique advantage.
22-June-2022
Cognitive Investments on
YouTube
Our YouTube channel hosts all of our public content like special topic webinars, interviews, podcast and more...