#181 - Weekly Update: What If Trump Wins? (Tariff edition)

Jacob is on the road, Rob is on vacation…and still they bring the analytical firepower to you each week! They do a little microgeopolitics on Eden Prairie, MN, before tackling a big, scary question: What happens if Trump wins and actually does what he says he will do in terms of tariffs? They close with a few thoughts on Emmanuel Macron’s spicy week.

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Timestamps:

(00:00) - Intro

(00:43) – Microgeopolitics (Eden Prairie)

(11:54) – What if…tariff edition

(20:30) - Tariff of Abominations History Lesson

(27:00) – Investment takeaways

(42:00) - Rejoinders from the Trump administration

(44:40) – France

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CI Site: cognitive.investments

Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

Subscribe to the Newsletter: bit.ly/weekly-sitrep

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