COGNITIVE INVESTMENTS
Global Situation Report
Inspired
by the Daily Intelligence Briefing given to the US President,
The Global Situation Report
is a weekly roundup of everything happening in geopolitics -- and what it all means.
Our research team shares private analysis, including the Global Situation Report, with members of the CI network (clients, contacts, friends, etc.).
If you're interested in joining CI's network and receiving The Global Situation Report and other updates, please contact: kristin@cognitive.investments
COGNITIVE INVESTMENTS
Recent Public Commentary
May-20-2022
Geopolitics + Investing--explained by Jacob Shapiro
May-13-2022
Founder and Chief Investment Officer, Rob Larity and Jacob Shapiro, Director of Geopolitical Analysis, shared some macro perspectives on the U.S. Economy.
- What factors are driving the current slowdown?
- What can we expect in the short and longer term?
- How can we best prepare for what's ahead?
May-4-2022
Jacob Shapiro's interview with General Sir Richard Shirreff, Deputy Supreme Allied Commander NATO Europe 2010–2014 at SIC 2022.
May-4-2022
Jacek Bartosiak and Albert Świdziński talk to Jacob Shapiro on the unfolding global geopolitical turmoil and disruptions of supply chains.
April-8-2022
Russia-Ukraine- The long-term impacts nobody is thinking about
CI's Founder and Chief Investment Officer, Rob Larity, joins Jacob Shapiro to discuss the
long-term
impacts of the Russia-Ukraine war on geopolitics and investing in the 2020s, with a focus on the non-obvious.
April-8-2022
Global Macro Update from Mauldin Economics with Ed D'Agostino
In this episode, CI's Jacob Shapiro joins Ed D'Agostino to discuss what's next in the Russia / Ukraine conflict and the frightening effects of disruptions to the global supply chain.
April-1-2022
Razib Khan's Unsupervised Learning (Podcast)
Jacob L. Shapiro: geopolitical pasts, present and futures
Mar-10-2022
How the war in Ukraine changes everything
CI's Jacob Shapiro visits "Dave Lee on Investing" to discuss the Russia-Ukraine war, how it will impact global supply chains, and some investment implications.
Mar-2-2022
Kharkiv Under Siege -- Yet Russian Oil Still Flows
CI's Jacob Shapiro talks with Blockworks' Jack Farley about the geopolitics behind Russia-Ukraine and what's happening with energy commodities and reserve assets.
Mar-1-2022
AgriTalk
Jacob Shapiro shares his viewpoints on the situation with Ukraine, how it affects agriculture and the international supply chain, and what consumers might be facing in the near future.
