#233 - Bladerunner 2024 and China Stimulus

Jacob and Rob dive into the microgeopolitics of Los Angeles before focusing on the big macro news of the week: Chinese economic stimulus. They give the bull and bear case for China’s moves to stimulate the economy. Also, the geopolitics of noodles.

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Timestamps:

(00:00) - Intro

(01:00) - Microgeopolitics of LA

28:00 – Ports, France, and Brazil

30:00 – China

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Jacob Shapiro Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

CI Site: cognitive.investments

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