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A tartalmat a Cognitive Investments biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Cognitive Investments vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
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#239 - Introducing Club CI

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Manage episode 445727287 series 3337822
A tartalmat a Cognitive Investments biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Cognitive Investments vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.

Jacob and Rob take a break from geopolitics and markets to talk about changes at Team CI – why they are moving their asset management activities to The Bespoke Group, how Cognitive Investments is changing… and how you can be a part of it... They unveil the launch of Club CI, a new community designed for like-minded individuals seeking to deepen their understanding of geopolitics, technology, and personal growth. This episode dives into the structural changes within Cognitive Investments, highlighting Jacob's new role as head of geopolitical research at the Bespoke Group and Rob's position as CIO. They discuss the importance of creating a supportive environment for sharing knowledge and fostering creativity among members, emphasizing the dual tiers of membership that cater to both established professionals and emerging talents. The conversation also touches on the integration of productivity tools and methods from experts like Nareth Carlisle, aimed at enhancing personal effectiveness and well-being. As they explore the vision behind Club CI, Jacob and Rob invite listeners to consider how they can engage with this evolving community.

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Timestamps:

  • 00:00 - Intro
  • 00:56 - What is Club CI?
  • 03:54 - Transitioning to Bespoke Group
  • 09:14 - Building the CI Community
  • 10:12 - Understanding Human Capital Trends
  • 21:37 - The Vision for Club CI
  • 22:09 - The Structure of Club CI
  • 29:01 - Member vs. Fellow Tiers Explained
  • 55:22 - Closing Thoughts and How to Join

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Referenced in the Show:

--

Jacob Shapiro Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

CI Site: cognitive.investments

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


This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
  continue reading

241 epizódok

Artwork

#239 - Introducing Club CI

The Jacob Shapiro Podcast

32 subscribers

published

iconMegosztás
 
Manage episode 445727287 series 3337822
A tartalmat a Cognitive Investments biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Cognitive Investments vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.

Jacob and Rob take a break from geopolitics and markets to talk about changes at Team CI – why they are moving their asset management activities to The Bespoke Group, how Cognitive Investments is changing… and how you can be a part of it... They unveil the launch of Club CI, a new community designed for like-minded individuals seeking to deepen their understanding of geopolitics, technology, and personal growth. This episode dives into the structural changes within Cognitive Investments, highlighting Jacob's new role as head of geopolitical research at the Bespoke Group and Rob's position as CIO. They discuss the importance of creating a supportive environment for sharing knowledge and fostering creativity among members, emphasizing the dual tiers of membership that cater to both established professionals and emerging talents. The conversation also touches on the integration of productivity tools and methods from experts like Nareth Carlisle, aimed at enhancing personal effectiveness and well-being. As they explore the vision behind Club CI, Jacob and Rob invite listeners to consider how they can engage with this evolving community.

--

Timestamps:

  • 00:00 - Intro
  • 00:56 - What is Club CI?
  • 03:54 - Transitioning to Bespoke Group
  • 09:14 - Building the CI Community
  • 10:12 - Understanding Human Capital Trends
  • 21:37 - The Vision for Club CI
  • 22:09 - The Structure of Club CI
  • 29:01 - Member vs. Fellow Tiers Explained
  • 55:22 - Closing Thoughts and How to Join

--

Referenced in the Show:

--

Jacob Shapiro Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

CI Site: cognitive.investments

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


This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
  continue reading

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