Jacob welcomes Matthew McClintock, Founder and Executive Managing Director of Bespoke, to the podcast. Bespoke and CI are strategic partners, and this will be the first of what will become a monthly cadence as Jacob and Matt aim to explore and apply the intersection of geopolitics, investing, and blockchain with practical ideas about planning. Jacob and Matt have an open and candid conversation about Matt’s background, what Bespoke does, and offer some thoughts about how to think about estate planning, the future of money, and more.

--

Timestamps:

(00:00) – Introducing Matt and Bespoke

(13:00) – Estate Planning 101

(25:30) – Iteration

(30:11) – The good life

(43:00) – The future of money and the role of crypto

--

Bespoke:

Bespoke: https://bespokegroup.io/

Matt’s X: [https://x.com/mcclintock_m

Bespoke X: https://x.com/BespokeGroupCO

Matt’s LinkedIn: https://www.linkedin.com/in/mattmcclintock/

Bespoke LinkedIn: https://www.linkedin.com/company/bespoke-service-company-llc/ite: cognitive.investments

--

Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

Subscribe 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 advisor

Jacob welcomes Dmitri Alperovitch onto the podcast. Jacob met Dmitri via Twitter, where he was arguing against the case Dale Copeland made on the podcast for China not invading Taiwan anytime soon. Dmitri lays out why he thinks Dale (and Jacob!) are wrong – about China, about Taiwan, and about the United States.

--

Timestamps:

(00:00) - Intro

(1:30) – Taiwan as Berlin

(17:10) – Taiwanese independence

(29:23) – Xi Jinpin psychoanalysis

(37:00) – US policy towards China

(44:13) – US strategies with China

--

Referenced in the Show:

Link to Dmitri’s book: https://www.amazon.com/World-Brink-America-Twenty-First-Century/dp/1541704096

--

CI Site: cognitive.investments

Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

Subscribe 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 advisor

Jacob takes to the mic solo to fire up the hot-take factory. He previews Mexico’s elections – situating Mexican democracy in its own history, surveying AMLO’s successes and failures, and parsing who Claudia Sheinaum is and why she might be better for Mexico than you think. He also identifies the key questions you should be thinking about in terms of the election and Mexican-U.S. relations going forward

--

Timestamps:

(00:00) – Intro

(00:08) - Mexico’s Geopolitical Importance

(03:03) - Historical Context of Mexico’s Democracy

(10:22) – Claudia Sheinbaum as AMLO’s Successor

(20:42) - Comparisons and Future Projections

(24:11) - Mexico’s Foreign Policy and US Relations

--

Referenced in the Show:

Link to Sheinbaum article: https://www.researchgate.net/profile/Omar-Masera/publication/226764071_Mitigating_Carbon_Emissions_while_Advancing_National_DevelopmentPriorities_The_Case_of_Mexico/links/550c5a0b0cf2ac2905a3db2b/Mitigating-Carbon-Emissions-while-Advancing-National-DevelopmentPriorities-The-Case-of-Mexico.pdf

--

CI Site: cognitive.investments

Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

Subscribe 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 advisor