Trouble in the Red Sea, logistics snarls, China, and the U.S. election

Crosspost with Sean Hanney's Frontlines from RealAgriculture!Up for discussion in this episode:Skirmish in the Red Sea — the U.S. is working to stop Iran-backed Houthi attacks in the shipping laneLogistics are definitely impacted, but is it as big a deal as it could be?There’s many players in the mix, and much to unpack on this oneTaiwan’s election is done. Does it make relations with China better or worse and why does it matter?Speaking of elections, what about Argentina?China/Argentina tradeOn to America! The U.S. election set for November is going to be a wild rideIt doesn’t matter who wins, either way, it’s going to have a huge impact on geopoliticsThe outcome of the U.S. election will be a major factor in shaping geopolitical instability and volatility in the coming year, Shapiro says-- CI Site: cognitive.investmentsJacob Site: jacobshapiro.comJacob Twitter: x.com/JacobShapSubscribe 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