Cognitive Investments @CognitiveInvest
A boutique wealth management firm leveraging institutional-quality analysis to help clients invest in a dynamic, multipolar world. Disclosure: https://t.co/PS3gIc312o cognitive.investments Cambridge, MA Joined April 2022-
Tweets700
-
Followers1K
-
Following240
-
Likes290
What would Friday be without @JacobShap & @RobLarity? Episode #185 - Weekly Update: Why We Still Like #Japan & Other contrarian takes. 🇯🇵👇 bit.ly/3MRubF9
According to @JacobShap, #Indonesia is "one of the most important countries in the world, that nobody is talking about"... except us! Welcome, @Pemiluasia. 🙏 Episode #184 - Kevin Evans: The Largest Invisible Thing in the World 👇 bit.ly/3MRubF9
Episode- 183 "What is a Doji (and should I care?)" The S&P 500 formed a rare weekly doji last week. What does it mean? Is there a reversal ahead? Are #risks elevated? @JacobShap & @RobLarity get into it (and more!). 👇 bit.ly/3MRubF9
This week @JacobShap welcomed Prof. Gary Saul Morson of @NorthwesternU to talk about his article in @nybooks re: "Russian exceptionalism", Eurasianism's impact on the #Kremlin + how #history may impact the #future of #Russia #Ukraine bit.ly/3MRubF9
Today on the #podcast, @JacobShap and @RobLarity play, "What if #Trump wins?" We're talking #tariffs. Good? Bad? ... It depends. 👇 bit.ly/3MRubF9
When everyone zigs - we aren't afraid to zag. Today @RobLarity and @JacobShap chat about #inflation (and how @CognitiveInvest got it right for clients), #deflation in #China, and (of course) lots of #geopolitics 👇 bit.ly/3MRubF9
All of my @CognitiveInvest podcast episodes are my children -- I love and learn from them all -- but I especially love catching up with kindred spirit @pineconemacro for a dose of sanity and perspective in a world with a lot of noise relative to signal. bit.ly/ci-podcast
Today @JacobShap welcomes Dr. Caroline Eaton Tracey, an accomplished writer whose work focuses on the US Southwest, Mexico, & the US–Mexico borderlands. #geography #geopolitics #perspectives Episode 174: "Dams and the Rio Grande" 👇 bit.ly/3MRubF9
"Turkey is becoming investible again" -- for those of us using geopolitics @CognitiveInvest it has been investible this whole time, but glad to have some company at last
"Turkey is becoming investible again" -- for those of us using geopolitics @CognitiveInvest it has been investible this whole time, but glad to have some company at last
Special Sat drop of CD #podcast-Ep. 173 "Confusion" @JacobShap & @RobLarity discuss confusion over: *the narrative re: U.S. Economy *#oil & #natgas $$ *the future of #Ukraine *big week in #geopolitics More ?'s than answers 🤔 bit.ly/3MRubF9
Two back-to-back exceptional @CognitiveInvest podcasts: @DarylRitchison on the #weather in 2024 @Divsallar on #Iran's grand strategy Ignorance is a choice -- choose wisely! bit.ly/ci-podcast
Today, weather expert @DarylRitchison joins @JacobShap to reflect on hits and misses & chat about: #global surprises #ElNino #weather history plus, the riskiest places in the world to live! Turns out Jacob has some HW to do! 🤯bit.ly/3MRubF9
On today's CD, @RobLarity tells JacobShap that investors are missing 98% of the picture if they don't understand the real impact of #geopolitics #China is building out #EV overcapacity for geopolitical reasons-it's a major force in the market w. massive global implications
Today's episode is called "Friction" 🤔 @JacobShap & @RobLarity cover: * 2024 expectations re: #semiconductors (too high?) * #Chinese EV's * #Energy/Batteries/#SOLAR * Cost of #Risk bit.ly/3MRubF9
@CognitiveInvest is thrilled to partner with @BespokeGroupCO to offer a comprehensive set of solutions that build, protect and grow our clients' wealth! Stay tuned...
@CognitiveInvest is thrilled to partner with @BespokeGroupCO to offer a comprehensive set of solutions that build, protect and grow our clients' wealth! Stay tuned...
Tune in to #RealAgRadio at 430 E on @RURALRADIO147 brought to you by @NPGA1. Host @shaunhaney is joined by Dr. Joe Outlaw of Texas A&M University; Nicole Atchison of @PURISfoods; Chuck Penner of @LeftFieldCR; & @JacobShap of @CognitiveInvest #cdnag #agpolicy #pulsemarkets
Did you catch the last Frontlines pod from @realagriculture? @JacobShap joined @shaunhaney to discuss: #redseacrisis #Taiwan / #China relations #Argentina's elections #USElections and #geopolitical instability 👇 bit.ly/3MRubF9
On today's episode, @JacobShap & @RobLarity tackle: * conflicting narratives re: #oil prices * geopolitical / market issues in #China & #France * listener-submitted ?'s re: the #redseacrisis * what the mainstream media is missing bit.ly/3MRubF9
Powerful Speaker Lineup at Pulse Growers Meeting rrfn.com/2024/01/17/pow…
Jack Farley @JackFarley96
61K Followers 4K Following Host of @ForwardGuidance podcast: https://t.co/YtVwCD0YO9 Finance journalist & macro research @Blockworks_Matthew Pines @matthew_pines
32K Followers 5K Following Director, Security Advisory @SentinelOne | National Security Fellow @btcpolicyorg | physics & philosophy @ JHU, public policy @ LSE | geopol/tech/cyber/#BitcoinDale Siket @DaleSiket26380
81 Followers 5K FollowingSurrti @SurrtiLsYSgMJ
1 Followers 238 FollowingSafltair @SafltairXYTrrb
0 Followers 115 FollowingBrentG @brentg
348 Followers 3K Following “We are all in the gutter, but some of us are looking at the stars.” UI, UX, Product, Investing, Trading…Snacks of Wall Street @snacksof_ws8990
106 Followers 3K Following There are decades where nothing happens; and there are weeks where decades happen.Sawslerthe @SawslertheiNV
0 Followers 288 FollowingTewsmeaush @TewsmeaushL0V
0 Followers 195 FollowingCamille Mclennon @mclen_cami
29 Followers 2K Following 📈Camille / 22 / Biggest crypto casino presale👇🍓Stoytys @Stoytys0a6
0 Followers 247 FollowingCarsleau @Carsleaud6QiV
2 Followers 292 FollowingDinahRoger @7WQHfCzsqig3lT4
0 Followers 303 FollowingMarline Sibal @siba_marli
57 Followers 5K FollowingKeerussarsh @KeerussarshsRJ
2 Followers 278 FollowingSheilaAbe @JJ8G5OBraIBfGf
2 Followers 237 FollowingMirandaPound @6Hp8Yo63tatHlvz
1 Followers 302 FollowingJoanneKeynes @kL94Z43wsx0mrN
1 Followers 237 FollowingSanaa Journalist @SanaaJournalis1
83 Followers 264 Following A Palestinian journalist based in the Gaza StripMcSethe @sethe_mc15213
4 Followers 291 FollowingChelsey Ronhaar @RonhChels
53 Followers 5K FollowingShireau @Shireau271519
117 Followers 2K FollowingDrema Cullers @drem_culler
59 Followers 5K FollowingN @ennlightenment
455 Followers 4K FollowingChanel Pangborn @PangboCha
71 Followers 5K Followingpaul s @pegau
129 Followers 1K FollowingBritney Keltano @Namastay314
43 Followers 371 FollowingDebbra Maquis @maqui_debb
35 Followers 5K FollowingPrivee @Privee888999A
122 Followers 1K Following Student of Life. Very passionate about finance and new technologies.odarray @odarray
2 Followers 19 FollowingSajid Hussain Zaidi @ShZaidi219
175 Followers 3K Following 27 | Remote Sales | Organic Marketing | Tech & Cybersecurity | Islamic Spirituality/Mysticismsam @sam7david
401 Followers 1K FollowingRon @ohey2011
245 Followers 4K Following Try to learn something new everyday mzlholdings.eth | mzlholdings.solJoe Braatz @JoeBraatz
28 Followers 135 FollowingAdrian Garcia @adriangarcia174
285 Followers 2K Following South Texan, American, Engineer, Pseudo Intellectual and often wrongSherwin Hunley @Hunley77
299 Followers 692 FollowingJosh Foster @sodj1978
258 Followers 622 Following Entrepreneur and mining sector service provider with a passion for freedom and a commitment to real climate science, not alarmism. An attempted macro investor.0xsimmo @0xsimmo
642 Followers 574 Following #web3 builder and founder🦇🔊 Crypto Class of 2014. Build with me at @bionicdao_0xGazza @Gazza5823
83 Followers 250 Following Crypto bargain hunter and generative AI enthusiast. @plebVCC @LushAIAgency @AnyInu @getbasedai @pepecoins $LUSH $AITeoP @palo_teo
123 Followers 242 FollowingLisa @Lisa41388711
10 Followers 81 FollowingRebecka Eggers @Rebecka_Eggers
1K Followers 1K Following Together we disturb what appears to be "settled" reality so you can do the impossible. #BornToBreakItFaze Al @itsjustafaze
312 Followers 1K Following 'I am vast. I contain multitudes.' Crypto. AI. Creative Consultant. Wellbeing Consultant. Always exploring.Inna Shapiro @BES202121
5 Followers 26 FollowingDavid Finn @drfinn
3 Followers 90 FollowingEmrah Adamey @emrahadamey
568 Followers 3K Following @meta reality labs research | previously @CTRLlabsCo @voyage @Apple @fordVanni Filloramo @vanni_filloramo
27 Followers 174 Following China observer | International public affairs student at @LUISS | Geopolitics and International SecurityMithrandir Center @MithrandirCen
17 Followers 341 Following Geopolitics, Great Power Competition, Eurasia & Worldmonki e/acc @monki_ye
130 Followers 459 Following cogsci, nomadic SWE, WW III refugee | Pope at the cult of simulation x vivarium | time is compute / monk1@airchatAlf @MacroAlf
424K Followers 249 Following Founder of The Macro Compass. Former Head of $20bn Portfolio. Next: CIO of my own Macro Fund.Doomberg @DoombergT
252K Followers 1K Following Account no longer active, as explained here: https://t.co/eS3eVGe4jE All other green chickens are impostors. DMs checked infrequently.Andreas Steno Larsen @AndreasSteno
228K Followers 2K Following CEO at Steno Research. Macro, investing and geopolitics. Host @ Real Vision and Weekly "Macro Sunday" and “Store Penge” podcasts.Peter Zeihan @PeterZeihan
286K Followers 230 Following Geopolitical strategist, speaker, author. Free Newsletter → https://t.co/dsuKifpb54 - My latest book and NYT Best Seller - https://t.co/BOfH9I4Wzp…Santiago Capital @SantiagoAuFund
270K Followers 2K Following If you can keep your head when all about you are losing theirs & blaming it on you…NOT TRADING ADVICELyn Alden @LynAldenContact
680K Followers 755 Following Founder of Lyn Alden Investment Strategy. Finance+engineering background. GP @egodeathcapital. BoD at https://t.co/FHNz9MBftH (where I buy my bitcoin).Paulo Macro @PauloMacro
140K Followers 264 Following Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLzMarko Papic @Geo_papic
44K Followers 89 Following Geomacro strategist. Author of Geopolitical Alpha. Views on Twitter are my own.Javier Blas @JavierBlas
297K Followers 1K Following Energy and commodities columnist at Bloomberg. Co-author of the 'The World for Sale' https://t.co/GAcVleqiqp Any views expressed are my own. [email protected]Ben Hunt @EpsilonTheory
167K Followers 2K Following Hope has two beautiful daughters - Anger and Courage. Anger at the way things are, and Courage to see that they do not remain as they are. - St. Augustine*Walter Bloomberg @DeItaone
732K Followers 33 Following Global markets News, Economic data, Geopolitical eventsGrant Williams @ttmygh
136K Followers 927 Following Author, Things That Make You Go Hmmm..., Co-Founder, Real Vision, Advisor to Vulpes & Matterhorn. Retweets ≠ endorsements. Likes = bookmarks. NEVER SHILL CRYPTOJack Farley @JackFarley96
61K Followers 4K Following Host of @ForwardGuidance podcast: https://t.co/YtVwCD0YO9 Finance journalist & macro research @Blockworks_Joe Weisenthal @TheStalwart
356K Followers 6K Following One half of Bloomberg's Odd Lots Podcast. One quarter of Light Sweet Crude.Menthor Q @MenthorQpro
53K Followers 153 Following Macro | Commodities | Options | Alternative Data Provider | The Quant Desk for Retail 🤖 FREE Daily Option Data 👉 https://t.co/WJ0KQvS1u2Bespoke Group @BespokeGroupCO
160 Followers 47 Following Providing comprehensive solutions to the highly affluent regarding family services and asset management. Educational posts, not legal / investment advice.Matthew T McClintock @mcclintock_m
1K Followers 575 Following Founder & strategist at ₿espoke: https://t.co/F0QCxV9gJu. HOW and WHERE you own is more important than WHAT you own. Tweets ≠ legal or financial advice.Rachel Ziemba @reziemba
6K Followers 4K Following Macro strategy esp EM @horizonengage @cnasdc Obsessed by energy, sanctions, sovereign wealth, debt, trade Ziemba Insights 🇨🇦 also wine economicsAlbright Stonebridge .. @ASG
6K Followers 308 Following ASG, part of Dentons Global Advisors, is a global strategic advisory firm working to provide a competitive advantage to our clients around the world.Paul Triolo @pstAsiatech
22K Followers 990 Following Unflinching look @ nexus: tech/politics. Digital Econ, Semis, AI, Greentech, Partner, SVP China/Tech Policy Lead @ASG DGA. CFR, @PaulsonInst @CSIS @ChatGPTHelen Thompson POLIS @HelenHet20
31K Followers 2K Following Professor of Political Economy, University of Cambridge. Thoughts about our economic and political predicaments. Podcast: @thesetimespodEd D'Agostino @EdDAgostino
1K Followers 624 Following I'm a Partner at Mauldin Economics and lead our macro investment service. Investor, skier, fisherman, Catamount. I have a podcast #GlobalMacroUpdateCheyenne Ligon @cheyenneligon
3K Followers 2K Following regulatory reporter @coindesk immersive theatre reviewer @noprosceniumPensions & Investment.. @pensionsnews
21K Followers 401 Following All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultantsMatthew B @boes_
30K Followers 7K Following Burned all my notebooks, what good are notebooks? Covering the economy for BloombergTracy Alloway @tracyalloway
191K Followers 5K Following Co-host of the Odd Lots podcast. I like financial crisis hindsight, spurious correlation and puppies. London ➡️ New York ➡️ Abu Dhabi ➡️ Hong Kong ➡️ New YorkBenjamin Gedan @benjamingedan
9K Followers 5K Following Director, @TheWilsonCenter Latin America Program @LATAMProg | Adjunct professor, @SAISHopkins | Opinions are my ownVictor Asal @Victor_Asal
20K Followers 17K Following @UAlbany Prof. Studies insurgency/ terrorism & Ethnic & LGBTQ Discrimination & Pedagogy. Bluesky is @victorasal.bsky.socialDelphi Digital @Delphi_Digital
178K Followers 1K Following Industry-leading Crypto Analysis & Insights.Special Competitive S.. @scsp_ai
3K Followers 211 Following We want to ensure the U.S. is positioned and organized to win the techno-economic competition. Likes and Retweets ≠ Endorsement https://t.co/fHRpSd2nRtSam G Huszczo, CFA, C.. @SGHWealthMgmt
7K Followers 1K Following Founder / Investment Advisor at SGH Wealth Management | 📍Detroit📍 | Opinions my own | Connect with me on LinkedIn: https://t.co/KYG6tfYb2uKayne McGladrey, CISS.. @kaynemcgladrey
24K Followers 594 Following Field #CISO for @Hyperproof, advocate for #diversity in #cybersecurity published in @cioonline, @fortunemagazine, @venturebeat, @csoonline, @securitymag, + moreJoseph Cox @josephfcox
88K Followers 3K Following Hacking/crime/privacy journalist. Author of forthcoming DARK WIRE. Co-founder of @404mediaco. Signal: +44 20 8133 5190. Email: [email protected]Kim Zetter @KimZetter
95K Followers 3K Following Journalist - cyber/national security. Author - COUNTDOWN TO ZERO DAY: Stuxnet and the Launch of the World's First Digital Weapon. https://t.co/334DzfSL1fBethany McLean @bethanymac12
36K Followers 923 Following Journalist. Often wrong, always in doubt. But my thoughts are most definitely my own.The Tahrir Institute .. @TimepDC
22K Followers 687 Following TIMEP is dedicated to centering localized perspectives in the policy discourse on the Middle East and North Africa. Sign up for updates: https://t.co/oE1Je1xeuvTimothy E Kaldas @tekaldas
25K Followers 3K Following Deputy Director: @timepDC Prof/PhD Candidate: @UABBarcelona Political Economist, Risk Advisor, Wine Lover (WSET L3) & Professional Cynic #RefugeesWelcome He/HimDr. Ceyhun Emre Doğr.. @ceyhunemredogru
270 Followers 847 Following CORPERA Danışmanlık Kurucu Ortağı. Boğaziçi Üniversitesi Akademisyeni. Strateji Katı Programı Yapımcısı.SpecialEurasia @SpecialEurasia
2K Followers 219 Following SpecialEurasia is a #geopolitics #analysis platform that provides valuable #Intelligence for the decision-making process #Eurasia #OSINT #consultingGiuliano Bifolchi @BifolchiG
611 Followers 205 Following PhD #Islam Studies, #OSINT and Geopolitical #Intelligence analyst, #Research Manager at @SpecialeEurasia. Interested in #terrorism #security #geopoliticsEric Siu 🐈⬛ @randomishwalk
750 Followers 854 Following 👋 i enjoy chef boyardee and adversarial interoperabilityNathan John Hagens @NJHagens
12K Followers 352 Following Human, analyst, catalyst for a future better than the default. Author of Reality Blind, Host of podcast "The Great Simplification".Pete Rees @2MtrPeter
744 Followers 1K Following A city kid working in Agriculture. Views are my own, not that of my employer. Retweets do not equal endorsement 🌾Andrew Eaddy @AndrewJEaddy
781 Followers 449 Following manhattan native. rusty arabic speaker. then: media + technology banking now: forecasting + geopolitics @GeovaneVideo bilateral deals > m&a deals #RBNY | #LGMJoshua Ebner @Josh_Ebner
3K Followers 1K Following I use AI, machine learning, and data science to help businesses increase profit and revenue. Ex @Apple, 20 years in the data industry. Follow me to learn.Jeffrey Meiser @jwmeiser
3K Followers 1K Following Former war college professor @NDU_CISA now @UPortland. Tweets on politics, IR, strategy, hip hop. Book: Power and Restraint. My views rep only me.Special Situations �.. @SpecialSitsNews
105K Followers 1K Following Managed $2B+ at Goldman. Education/Ideas: M&A Arb, Value+Catalyst, Growth, CEFs, REITs, Prefs, SPACs, Bonds, BK/Distressed. Discord team: https://t.co/Ix6dovncRxJohn Spencer @SpencerGuard
225K Followers 1K Following Chair of Urban Warfare Studies @warinstitute | Author, Understanding Urban Warfare | Host, UWP podcast | Thoughts my own ≠ Offical Gov | Follow, RTs ≠ endorseJeffrey Snover @jsnover
63K Followers 1K Following Jeffrey Snover: Google Distinguished Engineer / PowerShell Inventor / Science geek.Faith Mabera @faithkerubo
821 Followers 1K Following Senior Researcher focused on Foreign Policy, Diplomacy, African peace & Security, Geopolitics. Host Strategic Dialogues pod,Author of The Finer PointsKelvin Heppner @KelvinHeppner
8K Followers 7K Following farmer who also works in journalism/media. just trying to learn new stuff.Bush China Foundation @GHWBushChina
940 Followers 232 Following George H. W. Bush Foundation for U.S.-China Relations The only presidentially named China-focused organization in the United States.David Firestein @david_firestein
264 Followers 31 Following President and CEO of the George H. W. Bush Foundation for U.S. China RelationsDario Fabbri @dlfabbri
65K Followers 24 Following Direttore del mensile Domino. Podcast: Radio3 e Chora MediaRoger Hirst @RogerHirst3
1K Followers 74 Following Macro analyst Ex-derivatives & equity L/S HF sales. Built leading Delta-1 desk for bespoke basket flow trading. @TheLykeionChannel @thelykeionKeyser Soze @James56487175
11K Followers 200 Following Former PM of $1+ billion; not offering investment advice; my inv positions may change w/o notice. All posts are my opinion. Will never accept/charge $. DYODDJake Goldberg @ubersec
7K Followers 7K Following Entrepreneur, Developer, Geopolitics, Reverse Engineer, Professor, Cyclist, Investor growth & value stocks, oil, commodities, #AI, #Energy.CessnaDriver @MoccamsRazor
531 Followers 3K Following Economist. Real Estate Debt/Equity. Pilot. Airplane Geek.Laurent Lequeu @LLequeu
1K Followers 755 Following Multi-assets strategist with actionable trading ideas based on global macro trend. Managed international institutional & High Net Worth individuals’ portfoliosBill Gross @real_bill_gross
62K Followers 294 Following Bill Gross is a renowned expert in the bond market and is at the forefront of thought leadership on the subject of fixed income investing. https://t.co/uyMZ9DarCdWhat does a VUCA world look like? Are we even in one? @DeeSmithTexas and @JacobShap @CognitiveInvest breaking it down like no one else. LIVE NOW! on @RealVision
It's Week 1 of our series, How to Unf*ck Your Future 💥 Here's what's on the Real Vision Knowledge schedule today:
@CognitiveInvest @JacobShap @RobLarity Really enjoyed Rob’s highly informative ‘rant’. 🙏🙏🙏
👇🏽👇🏽
Host @mannonmom is joined by AJT Editorial Board Member @AlexandreLoupy, MD, PhD (Necker Hospital) and AJT Editorial Fellow @ThiagoJBorges, PhD (Massachusetts General Hospital). podbean.com/ew/pb-me9we-15…
@CognitiveInvest @RobLarity @JacobShap Another thought provoking episode.
@APompliano @JacobShap from @CognitiveInvest is the right person for you @APompliano . He runs an awesome pod on his own and also did shows on @RealVision
@CognitiveInvest @JacobShap Wonderful episode. Two excellent books for historic perspective include Douglas Brinkley's masterpiece, "Silent Spring Revolution," & Michael Hiltzicks' "Colossus." #environment
"Turkey is becoming investible again" -- for those of us using geopolitics @CognitiveInvest it has been investible this whole time, but glad to have some company at last
Bit of a bold one this as the CB Governor exited stage left on Friday. But as her replacement was not imposed by Erdogan we've turned a corner. Gonna lose on the currency but 45% overnight rates may make up for that. Do ya feel lucky?bloomberg.com/opinion/articl… via @opinion
@CognitiveInvest @JacobShap @RobLarity Always enjoying your podcasts on my commute
@JacobShap @CognitiveInvest @DarylRitchison @Divsallar You guys continue to put out consistently high quality content focused on thinking and investing, not trading. Kudos.
Listen to this timely @CognitiveInvest podcast to learn about Iran's strategic thinking and military doctrine during such high tensions with the US. Thanks to @JacobShap for hosting me and letting me break the complexities both the US & Iran face now. cognitive.investments/podcast?utm_so…
@minheadroom @CognitiveInvest @RobLarity If @Delta wants to sponsor the podcast to make up for it I’m happy to forgive and forget
@CognitiveInvest @JacobShap @RobLarity I’m sure Delta are loving it.
Great people doing interesting things...looking forward to working with them and building something special...#MFO #WealthManagement #AssetManagement
We are proud to announce our strategic partnership with @CognitiveInvest, whose team has a true edge when it comes to the trends underpinning the global #investment markets.
@CognitiveInvest is thrilled to partner with @BespokeGroupCO to offer a comprehensive set of solutions that build, protect and grow our clients' wealth! Stay tuned...
We are proud to announce our strategic partnership with @CognitiveInvest, whose team has a true edge when it comes to the trends underpinning the global #investment markets.
@CognitiveInvest @JacobShap @RobLarity Terrific discussion, thanks.