Immaculate Disinflation

Rob is on vacation this week, but the pod never rests! Chase Taylor of Pinecone Macro Research and Bulwark Capital pinch hits for Rob. Jacob and Chase talk about the latest developments in the U.S. banking sector before turning to commodities, especially oil and gas, to try and figure out where prices may be going in the wake of Saudi Arabia’s surprising production cut earlier this week. They close with some spicy NBA finals predictions.

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Timestamps:

(0:00) - Intro

(1:50) - Banking crisis/Chase’s macro view

(15:43) - Who said something about Oil? You cookin’?

(34:25) - Commodity supercycle

(43:29) – Natural Gas

(51:05) - Basketball

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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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Referenced In The Show:

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Disclaimer: Nothing discussed on Cognitive Dissidents should be considered as investment advice. Please always do your own research & speak to a financial advisor before putting your money into the markets.