The Perch Pod with Jacob Shapiro

Ukraine’s counteroffensive last week was shockingly effective. Sim rejoins the show to explain what is happening on the ground…and to tease out the chances and attendant implications of a Russian defeat.

Sim Tack is Military Analyst at Force Analysis and GEOINT Analyst at AllSource Analysis. You can follow him on Twitter @SimTack.

NYTimes article referenced here

TimeStamps:

1:54-11:15 – What’s happening?

11:15-23:35 – Ukraine’s Stra...

ONE MORE MONTH OF PERCH POD BEFORE WE FINALLY, PERMANENTLY, IRREVOCABLY, IRRECOVERABLY, SWITCH TO THE COGNITIVE DISSIDENTS FEED.

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Matt Pines, yet ANOTHER connection via the Twittersphere, breaks down the present day risks associated with cyber warfare and espionage across geopolitical boundaries. Matt is a management consultant at Krebs Stamos...

Take some time with us to explore the Sino-Australian breakup drama and hear an honest opinion from a real life Australian (his name is John Fowler and he's a former Australian diplomat and international lawyer) on why relations between the two are slowly but surely deteriorating. John and Jacob also talk AUS/NZ relations, viewpoints on the South Pacific and much, much, much more.

John is co-founder and CEO of International Int...

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How do inflationary cycles work? Are we in a tech innovation environment or are we just iterating on the same old concepts? Also, what constitutes "old"? Jordi Visser joins us this week to discuss these questions and much, much more (yes, we mean China).

Jordi Visser is the President and Chief Investment Officer of Weiss Multi-Strategy Advisers...

Peter Mayer discusses the history the Colorado River Basin - and why it's a canary in the coal mine for the waves of water issues already sweeping the globe. Water access conflicts are going to escalate both nationally and internationally as the globe heats and our atmosphere's composition fluctuates. Peter and Jacob dive into the conflicts already occurring, ( eg. the Georgia vs. Florida water wars), the future of agricult...

Subscribe to The Cognitive Dissidents Podcast here to avoid missing out on episode after August!

Rodger Baker is Executive Director at the Stratfor Center for Applied Geopolitics at RANE – Risk Assistance Network + Exchange.

Timestamps

3:00-25:13: Mackinder and the Arctic

25:13-34:30: The Art of the Net Assessment

34:30-44:30: The biggest change of the last 25 years…and the biggest change to come

44:30-56:54: Will China invade Taiwan...

Sim Tack revisits the Ukraine-Russia conflict with Jacob to talk about the war as it drags into its later stages. Sim is Chief Military Analyst at Force Analysis. His expertise is in intelligence-driven approaches to the study of armed conflicts and military capabilities, as well as other resources of power that support foreign policy behavior. You can follow him on Twitter @SimTack

Timestamps

4:30-16:45 – Russia-Ukraine War Upda...

Jacob brings on special guest Dr. Jacek Bartosiak to discuss the Polish perspective on the Russia-Ukraine War, the implications of Kaliningrad being sealed off from Russia, and much more.

Dr. Jacek Bartosiak is the Chief Executive Officer and Founder of Strategy & Future. He is the author of best-selling books including “Pacyfik i Eurazja. O Wojnie” (Pacific and Eurasia. On War” (2016), which focuses on the ongoing great power ...

Kamran Bokhari of the New Lines Institute dives deep into the turbulence brewing in Eurasia, with the war in Ukraine destabilizing some already tenuous relationships with Russia, and the US's decision to withdraw from Afghanistan and leave the Taliban in charge - The US, China, Pakistan, Turkey, and Iran are all pushing for a foothold in the region, with Kazakhstan at the center of this tug-of-war.

Kamran Bokhari is Director of ...

Crossover episode! Cognitive Dissidents comes to the Perch Pod. Jacob and Rob sit down together (in person!) to talk about the between geopolitics and investing, why it makes sense to combine the two, and what they've learned in their time using them together.

~Imporant~

We're switching channels to Cognitive Dissidents! Go follow here!

Questions? Comments? Reach out at: info@perchperspectives.com

Subscribe to the Perch Per...

Marko Papic hops on the Perch Pod (transitioning to Cognitive Dissidents Pod) to talk Biden's new missteps, India, Russia, and SO much more. Marko is a partner and strategist at the Clocktower Group, as you've probably heard us say before - make sure to reach out to us with your thoughts, reactions, or insights!

1:15-21:15: Taiwan/Latin America

21:15-41:15: Russia/Ukraine

41:15-50:05: Europe

50:05-end: Basketball

~Imporant~

We...

Jacob and Brian O'Toole of the Atlantic Council chat about out the sanctions as a geopolitical weapon. Brian is a Former OFAC senior advisor and IC analyst, and a current nonresident senior fellow at the Atlantic Council. His Twitter handle is @brianoftoole

~Imporant~

We're switching channels to Cognitive Dissidents! Go follow here!

Questions? Comments? Reach out at: info@perchperspectives.com

Subscribe to the Perch Per...

Andrey Sushentsov, long-time friend of Jacob's and Russia-based geopolitical analyst, joins the Perch Pod to discuss Russia's invasion of Ukraine. Jacob and Andrey engage in a thought-provoking conversation about Russian perspective on the conflict; one we don't get to hear very often. Andrey is, notably, the Dean of the School of International Relations at Moscow State Institute of International Relations, and a previo...

Elohim Monard joins us from Peru to discuss the growing instability in the South American country. The two discuss the emerging civil unrest in response to soaring inflation and Pedro Castillo's polarizing report card as Peru plunges into a state of emergency.

Link to Civiclass here.

Download the transcript here.

Questions? Comments? Reach out at: info@perchperspectives.com

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...

Neil Townsend hops back into the fray with Jacob to discuss the future of global food uncertainty, agricultural production, and fertilizer input prices in light of the Russian invasion of Ukraine. Neil is, of course, Chief Market Analyst at FarmLink Marketing Solutions.

Link to FarmLink and GrainFox here.

Download the transcript here.

Questions? Comments? Reach out at: info@perchperspectives.com

Subscribe to the Perch Perspectives...

Sim Tack, Military and Geospatial Intelligence analyst, joins Jacob for an update on the Russian invasion of Ukraine. Sim explains the Russian assault in strategic terms, going through each line of contact to explain the how and why of the Ukrainian front. Sim is Chief Military Analyst at Force Analysis.

Sim’s twitter: https://twitter.com/SimTack

Download the transcript here.

Questions? Comments? Reach out at: info@perchperspectiv...