#224 - Sober Liquidity

Rob dissects the market volatility of the week with characteristic apolmb. From there, Rob and Jacob tackle the overthrow of Bangladesh’s government and a discovery in Japan that may change the way the semiconductor industry works. Also, Rob’s take on the Olympics.--Timestamps:(00:00) - Intro(00:41) - Market Madness: A Week of Financial Turbulence(02:46) - Understanding Market Volatility(08:37) - Investment Strategies in Volatile Markets(19:18) - Bangladesh Political Crisis(28:26) - Bangladesh's Garment Industry Resilience(29:15) - Global Apparel Export Dynamics(30:48) - Challenges in Textile-Dependent Economies(33:52) - Bangladesh's Economic and Political Landscape(36:05) - Innovations in Semiconductor Manufacturing(37:53) - Investment Implications in Technology(42:21) - The Future of Semiconductor Giants(47:37) - Intel's Struggles and Market Sentiment(50:16) - Paris Olympics Highlights(54:22) - Conclusion and Disclaimers--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: Chartable - https://chartable.com/privacyPodtrac - https://analytics.podtrac.com/privacy-policy-gdrp