#241 - U.S. Election 2024 Preview

The U.S. election next week. Even those of us that hate following this have no choice but to bite the bullet – so this week, Rob and Jacob make predictions, offer scenarios, and most importantly, try to impart some advice about how to think about what is going to happen in the next 4 years no matter who resides in the White House. --Timestamps:00:00 - Introduction 02:46 - Election Scenarios and Market Implications04:43 - Economic Indicators and Predictions10:06 - Cultural and Political Dynamics15:40 - Market Reactions and Future Projections26:52 - Market Reactions to Potential Trump Victory28:56 - Impact of Fiscal Spending and Inflation30:39 - Equity vs. Bond Markets33:42 - Gold, Bitcoin, and Commodities36:03 - Illegal Gold Mining in Latin America37:31 - Potential Harris Victory and Economic Policies41:55 - Historical Perspectives on Economic Policies46:06 - Investment Strategies Amidst Volatility50:44 - Long-term U.S. Economic Outlook56:56 - Concluding Thoughts and Future Outlook--Referenced in the Show:--Jacob Shapiro Site: jacobshapiro.comJacob Twitter: x.com/JacobShapCI Site: cognitive.investmentsSubscribe to the Newsletter: bit.ly/weekly-sitrep--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).--Disclaimer: Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisorThis podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp