The Perch Pod with Jacob Shapiro

Got you again! Subscribe to the Cognitive Investments Podcast https://cognitive-investments.captivate.fm/listen (here).

Subscribe to the Cognitive Investments Podcast https://cognitive-investments.captivate.fm/listen (here).

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 https://twitter.com/simtack (@SimTack.) NYTimes article referenced https://www.nytimes.com/2022/09/13/us/politics/ukraine-russia-pentagon.html (here) TimeStamps: 1:54-11:15 – What's happening? 11:15-23:35 – Ukraine's Strategy 23:35-28:04 – Europe's Resolve 28:04-42:10 – Russia's Options 42:10-end – Implications of Russia's Defeat Cognitive Investments Link

ONE MORE MONTH OF PERCH POD BEFORE WE FINALLY, PERMANENTLY, IRREVOCABLY, IRRECOVERABLY, SWITCH TO THE https://cognitive-investments.captivate.fm/listen (COGNITIVE DISSIDENTS FEED). GO!!! SUBSCRIBE!!! NOW >>>>>>>>>>>>>>> https://cognitive-investments.captivate.fm/listen (LINK HERE) 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 https://www.ks.group/ (Krebs Stamos) and a fellow at the Bitcoin Policy Institute. He is appearing on the podcast in a personal capacity. https://bitcoinmagazine.com/future-geopolitical-order-and-bitcoin (Here )is a link to Matt's white paper on bitcoin. Tiestamps: 1:37 - 20:20 - Cyberwarfare 20:20 - 28:00- 5G + China + Huawei 28:00 - 34:44 - Trust Networks 34:30 - 45:35 - Has there every been a full-on cyber war? 45:35 - End - Let's talk bitcoin!

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 https://www.internationalintrigue.io/ (International Intrigue), a newsletter at the intersection of geopolitics, business, and technology. We've included a link because you should go subscribe to it. TimeStamps: 2:30-19:37 – Australia/China relations 19:37-25:20 – Australia/New Zealand relations 25:20-39:32 – The South Pacific 39:32-46:30 – Indonesia 46:30-57:57 – Latin America/France/Antarctica  57:59-1:05:30 – Taiwan 1:05:30 – International Intrigue Cognitive Investments Link

Check out the Cognitive Dissidents Pod https://cognitive-investments.captivate.fm/listen (here)!! Subscribe before it's too late!! 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 LLC, a market neutral pioneer of the asset management industry. At Weiss, Jordi oversees the portfolio managers and is responsible for the overall risk aggregation. Additionally, he is the architect and a portfolio manager for the Weiss Alternative Multi-Strategy Fund (Ticker: WEISX).  Weiss Morning Seeds: https://hubs.la/Q01jhfjY0 (https://hubs.la/Q01jhfjY0) Weiss Insights: https://hubs.la/Q01jhftd0 (https://hubs.la/Q01jhftd0) Weiss Podcast Page: https://hubs.la/Q01jhgds0 (https://hubs.la/Q01jhgds0) Timestamps: 2:20-14:42 – Inflation/Deflation 14:42-35:50 – Tech/longevity 35:50-45:38 – mRNA 45:38-1:03:30 – Energy 1:03:00 – end – China

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 agriculture, and how we conserve water for posterity. Peter is a professional engineer and urban water expert and the Principal and Founder of Water Demand Management. For more than 25 years, his work has focused on urban water management, water use patterns, assessing the impact of water rate structures and metering, evaluating water conservation measures and programs, forecasting future demand with and without conservation, preparing water conservation plans and conducting water supply scenario analysis.  Link to Lake Mead pics: https://earthobservatory.nasa.gov/images/150111/lake-mead-keeps-dropping (https://earthobservatory.nasa.gov/images/150111/lake-mead-keeps-dropping) Peter's website: https://www.waterdm.com/ (https://www.waterdm.com/) TimeStamps 2:34-30:30 – Colorado River Basin 30:30-42:30 – Georgia v. Florida on water. (If I could have https://www.youtube.com/watch?v=JW5UEW2kYvc (this) on in the background during this section I would.) 42:30-50:30 – Agriculture 50:30 – Pete's past Cognitive Investments Link

Subscribe to The Cognitive Dissidents Podcast https://cognitive-investments.captivate.fm/listen (here) to avoid missing out on episode after August! Rodger Baker is Executive Director at the https://worldview.stratfor.com/ (Stratfor )Center for Applied Geopolitics at https://worldview.stratfor.com/about-stratfor-rane-company (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? 56:54-end: Around the world: Poland, Turkey, Indonesia, Korea, Brazil, and more

Marko and Jacob explore the rumbles in the US Economy, energy trends, and geopolitical headwinds across the hemispheres. Marko Papic is a Partner and Chief Strategist at Clocktower Group. Timestamps: 2:00-14:00 – U.S. Economy 14:00-21:36 – Oil/Natural Gas 21:36-35:54 – Europe 35:54-42:00 – China 42:00-52:52 – Saudi Arabia 50:52-59:11 – India 59:11-1:10:11 – Food 1:10:11-1:16:31 – Recession odds 1:16:31- end: Basketball

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 Update 16:45-19:45 – Grain tangent 19:45-27:15 – Who is winning? How important is Western support? 27:15-36:30 – Russia's military capacity 36:30-48:45 – The future of NATO 48:45-56:45 – Talking about Turkey 56:45-end – Deep strikes  Questions? Comments? Reach out at:https://my.captivate.fm/jacob@perchperspectives.com ( jacob@perchperspectives.com) Website:https://cognitive.investments ( )https://perchperspectives.com (https://perchperspectives.com)

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 competition in Eurasia and the possible war in the Western Pacific. He is also the author of ”Rzeczpospolita między Lądem a Morzem. O wojnie i pokoju.” (Poland and Intermarium between the Land and the Sea Powers – (2018), which deals with the geostrategic reality Poland and Europe face in the era of great power competition and is an in-depth study of the Central Eastern European theatre of war and modern warfare. Timestamps: 3:00-11:30: Kaliningrad 11:30-21:15: A Polish view of the world 21:15-28:30: The Suwałki Corridor 28:30-39:30: What happens next? 39:30-45:00: Ukraine and the new balance of power in Europe 45:00-End Turkey Questions? Comments? Reach out at:https://my.captivate.fm/jacob@perchperspectives.com ( jacob@perchperspectives.com) Website:https://cognitive.investments ( )https://perchperspectives.com (https://perchperspectives.com)

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 Analytical Development at the New Lines Institute. You can find his article on Kazakhstan https://www.wilsoncenter.org/sites/default/files/media/uploads/documents/KI_220524_kaz%20relations_v2_0.pdf (here). Timestamps: 0:00-18:00 – Kazakhstan 18:00-36:24 – Pakistan 36:24-48:30 – Iran 48:30-end: Russia/Turkey Questions? Comments? Reach out at: jacob@perchperspectives.com Website:https://cognitive.investments ( )https://perchperspectives.com (https://perchperspectives.com)

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 https://cognitive-investments.captivate.fm/listen (here)! Questions? Comments? Reach out at: info@perchperspectives.com Subscribe to the Perch Perspectives Newsletter https://perchperspectives.com/reports/ (here). Socials: Twitter: @https://twitter.com/PerchSpectives (PerchSpectives) LinkedIn: https://www.linkedin.com/company/perch-perspectives/ (Perch Perspectives) Website: https://perchperspectives.com/ (https://perchperspectives.com/)

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're switching channels to Cognitive Dissidents! Go follow https://cognitive-investments.captivate.fm/listen (here)! Questions? Comments? Reach out at: info@perchperspectives.com Subscribe to the Perch Perspectives Newsletter https://perchperspectives.com/reports/ (here). Socials: Twitter: @https://twitter.com/PerchSpectives (PerchSpectives) LinkedIn: https://www.linkedin.com/company/perch-perspectives/ (Perch Perspectives) Website: https://perchperspectives.com/ (https://perchperspectives.com/)

Chase Taylor joins Jacob for a SECOND time, discussing Inflation, Corn, Energy, and, of course, Turkey. Enjoy the conversation! ~Imporant~ We're switching channels to Cognitive Dissidents! Go follow https://cognitive-investments.captivate.fm/listen (here)! Questions? Comments? Reach out at: info@perchperspectives.com Subscribe to the Perch Perspectives Newsletter https://perchperspectives.com/reports/ (here). Socials: Twitter: @https://twitter.com/PerchSpectives (PerchSpectives) LinkedIn: https://www.linkedin.com/company/perch-perspectives/ (Perch Perspectives) Website: https://perchperspectives.com/ (https://perchperspectives.com/)

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 https://cognitive-investments.captivate.fm/listen (here)! Questions? Comments? Reach out at: info@perchperspectives.com Subscribe to the Perch Perspectives Newsletter https://perchperspectives.com/reports/ (here). Socials: Twitter: @https://twitter.com/PerchSpectives (PerchSpectives) LinkedIn: https://www.linkedin.com/company/perch-perspectives/ (Perch Perspectives) Website: https://perchperspectives.com/ (https://perchperspectives.com/)

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 previous fellow at the Carnegie Endowment for International Peace focused on Russian policy toward Ukraine and the future of Russian-Ukrainian interdependence. Questions? Comments? Reach out at: info@perchperspectives.com Subscribe to the Perch Perspectives Newsletter https://perchperspectives.com/reports/ (here). Socials: Twitter: @https://twitter.com/PerchSpectives (PerchSpectives) LinkedIn: https://www.linkedin.com/company/perch-perspectives/ (Perch Perspectives) Website: https://perchperspectives.com/ (https://perchperspectives.com/)

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 https://civiclass.com/ (here). Download the transcript https://perchperspectives.com/wp-content/uploads/2022/04/Perch-Pod-Episode-55-Civil-Unrest-in-Peru-with-Elohim-Monard.pdf (here). Questions? Comments? Reach out at: info@perchperspectives.com Subscribe to the Perch Perspectives Newsletter https://perchperspectives.com/reports/ (here). Socials: Twitter: @https://twitter.com/PerchSpectives (PerchSpectives) LinkedIn: https://www.linkedin.com/company/perch-perspectives/ (Perch Perspectives) Website: https://perchperspectives.com/ (https://perchperspectives.com/)

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 https://www.farmlinksolutions.ca/ (here). Download the transcript https://perchperspectives.com/wp-content/uploads/2022/04/Perch-Pod-Episode-54-The-Grain-Economy-with-Neil-Townsend.pdf (here). Questions? Comments? Reach out at: info@perchperspectives.com Subscribe to the Perch Perspectives Newsletter https://perchperspectives.com/reports/ (here). Socials: Twitter: @https://twitter.com/PerchSpectives (PerchSpectives) LinkedIn: https://www.linkedin.com/company/perch-perspectives/ (Perch Perspectives) Website: https://perchperspectives.com/ (https://perchperspectives.com/)

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 (https://twitter.com/SimTack) Questions? Comments? Reach out at: info@perchperspectives.com Subscribe to the Perch Pod Newsletter https://perchperspectives.com/reports/ (here). Socials: Twitter: @https://twitter.com/PerchSpectives (PerchSpectives) LinkedIn: https://www.linkedin.com/company/perch-perspectives/ (Perch Perspectives) Website: https://perchperspectives.com/ (https://perchperspectives.com/) Sim's twitter: https://twitter.com/SimTack

This week's guest, Luke Gromen, brings a unique macro perspective to the table via a conversation laden with gold, crypto, China, the Russian invasion of Ukraine, and Luke's intriguing theory on the United State's "fiscal doom loop." Luke's website is here --> https://fftt-llc.com/about/ Questions? Comments? Reach out at: info@perchperspectives.com Subscribe to the Perch Pod Newsletter https://perchperspectives.com/reports/ (here). Socials: Twitter: @https://twitter.com/PerchSpectives (PerchSpectives) LinkedIn: https://www.linkedin.com/company/perch-perspectives/ (Perch Perspectives) Website: https://perchperspectives.com/ (https://perchperspectives.com/)

EMERGENCY EPISODE Cousin Marko Papic and Jacob convene an emergency meeting to discuss the ramifications and long-term efficacy of Russia's surprising full-on invasion of Ukraine. Marko is a partner at the Clocktower Group, providing research to clients and partners on geopolitics, macroeconomics and markets. He has recently published a book called https://www.amazon.com/Geopolitical-Alpha-Investment-Framework-Predicting-ebook/dp/B08LDNBF78 (Geopolitical Alpha: An Investment Framework for Predicting the Future. ) Questions? Comments? Reach out at: info@perchperspectives.com Links: Subscribe to the Perch Pod Newsletter https://perchperspectives.com/reports/ (here). Socials: Twitter: @https://twitter.com/PerchSpectives (PerchSpectives) LinkedIn: https://www.linkedin.com/company/perch-perspectives/ (Perch Perspectives) Website: https://perchperspectives.com/ (https://perchperspectives.com/)

Dario Fabbri hops back onto The Pod to discuss his views on global geopolitics from his perch in Italy. Dario and Jacob touch on Russia-Ukrainian relations, French-Italian relations, the future of Europe, and Italy's greatest geopolitical threats. Questions? Comments? Reach out at: info@perchperspectives.com Timestamps: 1:12-10:12: Russia 10:12-21:37: Italy's greatest geopolitical threat 21:37-32:30: The future of Europe 32:30-End: Thoughts on France and Italy Links: Subscribe to the Perch Pod Newsletter https://perchperspectives.com/reports/ (here). Socials: Twitter: @https://twitter.com/PerchSpectives (PerchSpectives) LinkedIn: https://www.linkedin.com/company/perch-perspectives/ (Perch Perspectives) Website: https://perchperspectives.com/ (https://perchperspectives.com/)

Come join Jacob as he gets the lowdown on Russia's (postured?) aggression towards Ukraine, China's role in the mix, money market drama, and of course, Basketball, with cousin Marko Papic! Marko is a partner at the Clocktower Group, providing research to clients and partners on geopolitics, macroeconomics and markets. He has recently published a book called https://www.amazon.com/Geopolitical-Alpha-Investment-Framework-Predicting-ebook/dp/B08LDNBF78 (Geopolitical Alpha: An Investment Framework for Predicting the Future. ) Timestamps:  1:00-20:53: Russia 20:53-36:40: China + inflation 37:00-46:41: The Race to Zero/ESG investment concerns 46:40-56:10: Turkey and Brazil and Chile oh my! 55:10-1:04:20 Over-under 1:04:20-end: Basketball Questions? Comments? Reach out at: info@perchperspectives.com Links: Subscribe to the Perch Pod Newsletter https://perchperspectives.com/reports/ (here). Check out LatamPolitik https://latampolitik.com/ (here)! Socials: Twitter: @https://twitter.com/PerchSpectives (PerchSpectives) LinkedIn: https://www.linkedin.com/company/perch-perspectives/ (Perch Perspectives) Website: https://perchperspectives.com/ (https://perchperspectives.com/)

Brent Johnson and Jacob talk fiat, crypto, milkshakes, and gold. Brent is the CEO of Santiago Capital, where he manages $175mm for High Net Worth families via separately managed accounts and private funds. He's fantastic at what he does, and he brings a particularly interesting perspective to the podcast. Santiago Capital: https://santiagocapital.com/ (https://santiagocapital.com/) Lykeion: https://www.thelykeion.com/ (https://www.thelykeion.com/) Questions? Comments? Reach out at: info@perchperspectives.com Links: Subscribe to the Perch Pod Newsletter https://perchperspectives.com/reports/ (here). Check out LatamPolitik https://latampolitik.com/ (here)! Socials: Twitter: @https://twitter.com/PerchSpectives (PerchSpectives) LinkedIn: https://www.linkedin.com/company/perch-perspectives/ (Perch Perspectives) Website: https://perchperspectives.com/ (https://perchperspectives.com/)

One of the most pressing questions in current geopolitical affairs brings Max Suchkov back to the table for this week's episode. Will Russia Invade Ukraine? If so, why? Check in to this week's episode to hear a Russian perspective on the question. Max is, of course, Director for both the https://english.mgimo.ru/structure/scientific-deps/iis (Institute for International Studies) and the https://english.mgimo.ru/structure/scientific-deps/iis/caas (Center for Advanced American Studies) at Moscow State Institute of International Relations in Russia. If you're interested, you can learn more about Max's illustrious career https://english.mgimo.ru/people/suchkov (here). Questions? Comments? Reach out at: info@perchperspectives.com Links: Subscribe to the Perch Pod Newsletter https://perchperspectives.com/reports/ (here). Check out LatamPolitik https://latampolitik.com/ (here)! Socials: Twitter: @https://twitter.com/PerchSpectives (PerchSpectives) LinkedIn: https://www.linkedin.com/company/perch-perspectives/ (Perch Perspectives) Website: https://perchperspectives.com/ (https://perchperspectives.com/)

"Politics is about justice, and power, and the interactions between them." Maurice Chammah, staff writer at the Marshall Project, comes on with Jacob to discuss the criminal justice system in the United States, which is about as political as things get. Maurice and Jacob discuss how we treat prisoners, how we deal with life and death, the origins and definitions of justice, our perceptions of justice, and what we think about as a collective of terms like good and evil. Buckle up for another fantastic episode! Questions? Reach out at: info@perchperspectives.com Links: Maurice's fantastic book: https://www.penguinrandomhouse.com/books/554923/let-the-lord-sort-them-by-maurice-chammah/ (Let The Lord Sort Them: The Rise and Fall of the Death Penalty) Subscribe to the Perch Pod Newsletter https://perchperspectives.com/reports/ (here) Check out LatamPolitik https://latampolitik.com/ (here)! Socials: Twitter: @https://twitter.com/PerchSpectives (PerchSpectives) LinkedIn:https://www.linkedin.com/company/perch-perspectives/ ( Perch Perspectives) Website: https://perchperspectives.com/ (https://perchperspectives.com/)

Garry Golden hops back into the fray after his appearance in episode 30! Garry is an academically trained, bona fide futurist who's been providing insights to clients on industry trends for a long time. Garry and Jacob talk about the future of hydrogen, the differences between electrification and decarbonization, and why Garry thinks that hydrogen is the inevitable future of clean energy. Cheers! Questions? Reach out at: info@perchperspectives.com Links: Garry's Innovative Learning Space in NYC: IntoTheFuture.nyc Subscribe to the Perch Pod Newsletter https://perchperspectives.com/reports/ (here) Check out LatamPolitik https://latampolitik.com/ (here)! Socials: Twitter: @https://twitter.com/PerchSpectives (PerchSpectives) LinkedIn:https://www.linkedin.com/company/perch-perspectives/ ( Perch Perspectives) Website: https://perchperspectives.com/ (https://perchperspectives.com/)

Lewis Lucke, USAID director and US Ambassador, pops in to discuss his forthcoming book and the USA's role in international affairs. Ambassador Lucke served in the US Agency for International Development or USAID for about 27 years. He was a director for at least five different countries in USAID including Bolivia, Jordan, Brazil, Haiti, and Iraq. He was also an ambassador to the Kingdom of Eswatini. Questions? Reach out at: info@perchperspectives.com Links: Ambassador Lucke's book can be found https://www.amazon.com/Timbuktu-Duck-Cover-Improbable-Foreign/dp/1948598337 (here). Subscribe to the Perch Pod Newsletter https://perchperspectives.com/reports/ (Here) Check out LatamPolitik https://latampolitik.com/ (here)! Socials- Twitter: @https://twitter.com/PerchSpectives (PerchSpectives) LinkedIn: https://www.linkedin.com/company/perch-perspectives/ (Perch Perspectives) Website: https://perchperspectives.com/ (https://perchperspectives.com/)

Mary A. Shiraef comes to the table to discuss her research on border closures during the COVID-19 pandemic as well as her research on Albania. Interestingly enough, closing international borders did... not have an outsized impact on COVID transmission, and didn't lead to a reduction in spread. Interested to know more? Check out the whole episode! Mary A. Shiraef is a Ph.D. Candidate in comparative politics and political theory. Her work examines identity transmission outcomes of border policies, especially in authoritarian settings. Questions? Reach out at: info@perchperspectives.com Links: Mary's research can be found https://www.nature.com/articles/s41597-021-01031-5 (here). Subscribe to the Perch Pod Newsletter https://perchperspectives.com/reports/ (Here) Check out LatamPolitik https://latampolitik.com/ (here)! Socials- Twitter: @https://twitter.com/PerchSpectives (PerchSpectives) LinkedIn: https://www.linkedin.com/company/perch-perspectives/ (Perch Perspectives) Website: https://perchperspectives.com/ (https://perchperspectives.com/)

Caroline Rose and Jacob have a discussion about the present - and future - of the Middle East. What are Russia and China's interest in the region? How likely (and how soon) are they going to act on those interests? Why is Turkey in its current position, and will it remain a part of NATO? These questions and more. Caroline Rose is a Senior Analyst and Head of the Power Vacuums program in the Human Security unit at the Newlines Institute. Prior to joining the Newlines Institute, Caroline served as an analyst at the forecasting firm and publication, Geopolitical Futures, where she worked on political, economic, and defense developments in the Middle East and Europe with a focus on the Eastern Mediterranean and the Levant. Questions? Reach out at: info@perchperspectives.com Links: Caroline's most recent articles can be found https://newlinesinstitute.org/greece/greece-adjusts-its-strategy-amid-shifting-middle-eastern-alliances/ (here), https://www.ceps.eu/ceps-publications/turkey-and-the-eastern-mediterranean/ (here), and https://newlinesinstitute.org/afghanistan/the-challenges-of-a-talibanized-afghanistan/ (here). Subscribe to the Perch Pod Newsletter https://perchperspectives.com/reports/ (Here) Check out LatamPolitik https://latampolitik.com/ (here)! Socials- Twitter: @https://twitter.com/PerchSpectives (PerchSpectives) LinkedIn:https://www.linkedin.com/company/perch-perspectives/ ( Perch Perspectives) Website: https://perchperspectives.com/

Emma Ashford hops onto the Perch Pod with Jacob to discuss American Foreign Policy! Emma is a resident senior fellow with the New American Engagement Initiative in the Scowcroft Center for Strategy and Security. Her work focuses on questions of grand strategy, international security, energy, and the future of US foreign policy. She specializes in the politics of Russia, Europe, and the Middle East. Questions? Reach out at: info@perchperspectives.com Links: Emma's most recent article on Foreign Policy https://www.foreignaffairs.com/articles/united-states/2021-08-24/strategies-restraint (Here) Subscribe to the Perch Pod Newsletter https://perchperspectives.com/reports/ (Here) Check out LatamPolitik https://latampolitik.com/ (here)! Socials- Twitter: @https://twitter.com/PerchSpectives (PerchSpectives) LinkedIn: https://www.linkedin.com/company/perch-perspectives/ (Perch Perspectives) Website: https://perchperspectives.com/ (https://perchperspectives.com/)

Dr. Carolyn E. Holmes hops on a call with Jacob to discuss recent developments in South Africa. Western media has largely forgotten/ignored the unrest unfolding in Africa's southernmost country, and Dr. Holmes helps us understand the context around the spike in violence in the country. We'll hear about the politics of the investigations into both ex-president Jacob Zuma AND the organizers behind July's protests, RSA's skyrocketing official and unofficial unemployment numbers (think 35%+), and what may be in store for the country over the next few months. Dr. Holmes is an Assistant Professor of Political Science and Public Administration at Mississippi State University.  Her research focuses on nationalism and post-conflict transitions to democracy in sub-Saharan Africa. Questions? Reach out at: info@perchperspectives.com Links: Find Dr. Holmes' book https://www.amazon.com/Black-White-Rainbow-Reconciliation-Nation-Building/dp/0472054635 (here). Subscribe to the Perch Pod Newsletter https://perchperspectives.com/reports/ (HERE) Check out LatamPolitik https://latampolitik.com/ (here)! Socials- Twitter:https://twitter.com/PerchSpectives ( @PerchSpectives) LinkedIn:https://www.linkedin.com/company/perch-perspectives/ ( Perch Perspectives) Website: https://perchperspectives.com/

Joining us on the podcast this week is Chase Taylor. Chase is a macro trader and the global macro strategist and editor at Pinecone Macro Research. You can find more about Chase and his work here. Aside from his excellent work at Pinecone, Chase started in the Air Force working on B-1 bombers and spent a lot of his career as a geospatial intelligence analyst. Chase and Jacob delve into the future of investment (especially energy investment), Chase delivers some interesting and hot takes on the global climate crisis, we get into the weeds of Latin American politics and copper, and end the episode in the American energy sector. Hope you enjoy this episode as much as we did! Links: Questions? Reach out at: info@perchperspectives.com Subscribe to the Perch Pod Newsletter https://perchperspectives.com/reports/ (HERE) Check out LatamPolitik https://latampolitik.com/ (here)! Socials- Twitter: @https://twitter.com/PerchSpectives (PerchSpectives) LinkedIn: https://www.linkedin.com/company/perch-perspectives/ (Perch Perspectives) Website: https://perchperspectives.com/

Maria Shagina joins us on the podcast to talk about the controversial Nord Stream 2 pipeline project, its effect on US-German relations, and how Russia is using it as a political weapon against Ukraine. Dr. Maria Shagina is a CEES Postdoctoral Fellow at the Center for Eastern European Studies at the University of Zurich. She is currently affiliated with the Geneva International Sanctions Network. As a political risk analyst for Global Risk Insights, she covered energy politics and sanctions in post-Soviet countries. Needless to say, she's a badass. Links: Questions? Reach out at: info@perchperspectives.com Subscribe to the Perch Pod Newsletter https://perchperspectives.com/reports/ (HERE) Check out LatamPolitik https://latampolitik.com/ (here)! Socials- Twitter: @https://twitter.com/PerchSpectives (PerchSpectives) LinkedIn: https://www.linkedin.com/company/perch-perspectives/ (Perch Perspectives) Website: https://perchperspectives.com/ (https://perchperspectives.com/)

What happens when a drought pushes corn and wheat yield estimates low, and index prices even higher? Tune in as Neil Townsend and Jacob discuss the Canadian farming industry and its wide-reaching impacts on global food prices, food accessibility, and much, much more! Neil is, of course, Chief Market Analyst FarmLink Marketing Solutions. Subscribe to the podcast so you don't miss any new episodes! We put out new episodes every other Monday Links: Questions? Reach out at: info@perchperspectives.com Subscribe to the Perch Pod Newsletter https://perchperspectives.com/reports/ (HERE) Check out LatamPolitik https://latampolitik.com/ (here)! Socials- Twitter: https://twitter.com/PerchSpectives (@PerchSpectives) LinkedIn: https://twitter.com/PerchSpectives (Perch Perspectives) Website: https://perchperspectives.com/ (https://perchperspectives.com/)

Cousin Marko comes back to the Perch Pod to discuss a variety of topics. We'll get deep into the global "Race to Zero," hot takes on Russia, the bond market, Latin America, and, of course, the NBA. Watch out for some lighter-hearted segments that Marko and Jacob each wrote as tongue-in-cheek exercises (kinda) - they appear at the beginning and near the end! Marko is currently a partner at the Clocktower Group. Links: Subscribe to the podcast so you don't miss any new episodes! We put out new episodes every other Monday Questions? Reach out at: info@perchperspectives.com Subscribe to the Perch Pod Newsletter https://perchperspectives.com/reports/ (HERE) Check out LatamPolitik https://latampolitik.com/ (here)! Socials- Twitter: https://twitter.com/PerchSpectives (https://twitter.com/PerchSpectives) LinkedIn: https://www.linkedin.com/company/perch-perspectives/ (https://www.linkedin.com/company/perch-perspectives/) Website: https://perchperspectives.com/ (https://perchperspectives.com/)

Kamran Bokhari comes back to the Perch Pod to discuss Iran's newest "elections," details behind the Israel/Iran conflict, and the issues faced by ethnic minority populations of Xinxiang. Dr. Kamran Bokhari is the Director of Analytical Development at the Newlines Institute for Strategy & Policy. Timestamps: 0:00-28:10: Iran's June 6th election 28:10-49:46: How to think about the Israeli-Palestinian conflict 49:46-END: Pakistan, China, and Uighurs Links: https://www.youtube.com/watch?v=YlHPEgE3fjkz (The interview mentioned )at 51:10 https://www.amazon.com/dp/1137008040?tag=duckduckgo-d-20&linkCode=ogi&th=1&psc=1 (Kamran's Book) Link to Kamran's Newlines Institute in the podcast description: https://newlinesinstitute.org/ (https://newlinesinstitute.org/) Subscribe to the podcast so you don't miss any new episodes! We put out new episodes every other Monday Questions? Reach out at: info@perchperspectives.com Subscribe to the Perch Pod Newsletter https://perchperspectives.com/reports/ (HERE) Check out LatamPolitik https://latampolitik.com/ (here)! Socials- Twitter: https://twitter.com/PerchSpectives LinkedIn: https://www.linkedin.com/company/perc... Website: https://perchperspectives.com/

Dario Fabbri and Jacob talk about Italy as it emerges from the pandemic, the steps being taken towards recovery, and a reckoning with its colonial past. Dario is a journalist, scientific advisor and America coordinator of https://www.limesonline.com/autori/dario-fabbri (Limes). Expert in America and the Middle East. On twitter: @dlfabbri Timestamps: 00:00 Intro You can check out the Limes Associates https://www.limesonline.com/ (here). Subscribe to the podcast so you don't miss any new episodes!  We put out new episodes every other Monday Questions? Reach out at: info@perchperspectives.com Subscribe to the Perch Pod Newsletter https://perchperspectives.com/reports/ (HERE) Check out LatamPolitik https://latampolitik.com/ (here)! 

Sune Sorensen and Jacob discuss the macro-forces that push investment and finance across the globe, and how geopolitics weaves its way into the world of global finance. Sune is the founder of Librarium Associates, an Advisory Board member at BFI Capital, a Partner and advisor to the Orbis28 Family Office Solutions platform, a Partner at the Malmgren Strategic Institute, and a Board Member and the Director of Macro Research with The Strategic Funds Group. Timestamps: 00:00 Intro 02:40 What is Macro-Thinking? 06:10 How has the Democratization of Information affected Macro-based insights? 08:27 Discussing Sune's unique perspective based on living in Switzerland 22:07 The Future of the EU 25:22 Where is Globalization Trending? 36:09 The push and pull between Democracy and Capitalism 42:15 Where does Crypto fall into this conversation? 47:44 Basketball! You can check out the Librarium Associates https://www.librariuminsights.com/about-us (here) Subscribe to the podcast so you don't miss any new episodes!  We put out new episodes every other Monday Questions? Reach out at: info@perchperspectives.com Subscribe to the Perch Pod Newsletter https://perchperspectives.com/reports/ (HERE) Check out LatamPolitik https://latampolitik.com/ (here)! 

In this episode of the Perch Pod, Jacob speaks with Andrey Shushentsov. Andrey is the Director, Institute for International Studies at MGIMO University. In this episode they talk about Russian domestic conflicts, Russian views on American politics and Ukraine. Here are the timestamps:  00:00 Intro  01:53 A Russian perspective on American Politics  10:08 What does Russia want with their relationship with the US?  15:15 The Key Pressure Point between US and Russia: Ukraine  28:30 Russian Domestic Issues  40:17 Will there be a successor after Putin?  45:47 Outro  If you speak and/or Understand Russian Check out Andrey's https://www.youtube.com/channel/UC7jjtU8tDdc8LxRGUfZAVoA (Youtube) channel Subscribe to the podcast so you don't miss any new episodes!  We put out new episodes every other Monday Questions? Reach out at: info@perchperspectives.com Subscribe to the Perch Pod Newsletterhttps://perchperspectives.com/reports/ ( HERE) Check out LatamPolitikhttps://latampolitik.com/ ( here)! 

In this episode of the Perch Pod, Jacob speaks with Israeli Geopolitical Analyst, Nitzan David Fuchs. They speak about the internal politics of Israel. They discuss the Abraham Accords, Israel's biggest national security challenge of the future and the possibility of an independent Kurdish State in our lifetimes 00:00 Intro  11:00 Israeli Elections  16:50 Internal Israeli politics 25:00 The truth about the “Abraham Accords” 40:38 Israel's biggest national security challenge of the future 56:40 Possibility of an Independent Kurdish State?  59:40 Outro  Subscribe to the podcast so you don't miss any new episodes!  We put out new episodes every other Monday Questions? Reach out at: info@perchperspectives.com Subscribe to the Perch Pod Newsletter https://perchperspectives.com/reports/ (HERE) Check out LatamPolitik https://latampolitik.com/ (here)! 

In this episode, Jacob speaks with Gary Golden. Gary is an academically trained futurist. They speak about the overall concept of a blockchain, how cryptocurrency got to where it is now and where it is going. Here are the timestamps:  00:00 Intro 01:35 What is blockchain?07:35 What is Cryptocurrency?16:32 What is DeFi? (Decentralized finance)25:52 What is Cardano (ADA)?47:26 Geopolitics of ADA/Ethiopia54:51 Charles Hoskinson and the future of crypto/DeFi01:02:40 Outro Subscribe to the podcast so you don't miss any new episodes!  We put out new episodes every other Monday Questions? Reach out at: info@perchperspectives.comSubscribe to the Perch Pod Newsletter https://perchperspectives.com/reports/ (HERE) Check out LatamPolitik https://latampolitik.com/ (here)! 

In today's episode, Jacob speaks with Anthony Salamone, Founder and Managing Director of European Merchants, which is a Scottish political analysis firm based in Edinburgh. Check out his work on the European Merchants website https://www.merchants.scot/insight/scotland-global-blueprint (here). Anthony and Jacob discuss that if Scotland was independent, what some of the foreign policy questions an independent Scotland would look like? They also discuss how realistic an independent Scotland actually is.  Timestamps00:00 Intro 5:00 Why should Scotland join the EU?16:36 The future of the EU27:12 Scottish relations with NATO/Five Eyes35:15 Scottish elections45:00 Scottish independence -- how real?01:03:18 Outro  Subscribe to the podcast so you don't miss any new episodes!  We put out new episodes every other Monday Questions? Reach out at: info@perchperspectives.comSubscribe to the Perch Pod Newsletter https://perchperspectives.com/reports/ (HERE) Check out LatamPolitik https://latampolitik.com/ (here)! 

Today's guest is Phil Kelly. Phil's a Professor at Emporia State University. He is the author of https://www.amazon.com/Classical-Geopolitics-New-Analytical-Model-Phil-Kelly/dp/0804798206 (Classical Geopolitics) which is one of the five books Jacob has assigned almost every geopolitical analyst he has ever trained. He and Jacob talk about the definition and intention of Geopolitics and delve into the Geopolitics of Latin America. Check out  00:00 Intro 03:37 Why Geopolitics? 06:08 What is Geopolitics?  24:09 Geopolitics of the “Three Americas” 46:06 Mexico + South America- Discussing Immigration and Climate Change  Outro 51:52  Subscribe to the podcast so you don't miss any new episodes!  We put out new episodes every other Monday Questions? Reach out at: info@perchperspectives.comSubscribe to the Perch Pod Newsletter https://perchperspectives.com/reports/ (HERE) Check out LatamPolitik https://latampolitik.com/ (here)! 

In today's episode, Jacob speaks with Bethany McLean, an American journalist and contributing editor for Vanity Fair magazine. She is known for her writing on the Enron scandal and the 2008 financial crisis. They talk about her latest book, https://www.amazon.com/Saudi-America-Truth-Fracking-Changing/dp/0999745441 (Saudi America The Truth About Fracking and How It's Changing the World). Here are the timestamps:  00:00 - Intro04:20 - Check out LatamPolitik https://latampolitik.com/ (here)! 07:06 - The Economics of Fracking29:31 - The Geopolitics of Fracking + the U.S. as an Energy Superpower45:54 - Enron 52:12 - Outro  Subscribe to the podcast so you don't miss any new episodes!  We put out new episodes every other Monday Questions? Reach out at: info@perchperspectives.comSubscribe to the Perch Pod News Letter https://perchperspectives.com/reports/ (HERE) Check out LatamPolitik https://latampolitik.com/ (here)! 

Subscribe to the Perch Pod News Letter https://perchperspectives.com/reports/ (HERE) In this episode, Jacob speaks with Radu Magdin. He's the CEO of Smartlink Communications. He's a global analyst, consultant, trainer, think tanker, a former prime ministerial advisor in Romania and Moldova. Writes all over the place all the time if you're interested in things Eastern and Central Europe. Here's what they talked about: (08:27 onwards)  00:00 Intro- A brief on Brazil (Bolsonaro), China (Rare Earth)08:27 Radu's thoughts on Romania's current geopolitical position11:52 Where does Romania stand on the future of the Transatlantic Relationship  19:16 A conversation about Nord Stream 2 26:54 Romania's potential future with China? 31:27 Romania and Turkey Relations 35:28 Outro  Subscribe to the podcast so you don't miss any new episodes!  We put out new episodes every other Monday Questions? Reach out at: info@perchperspectives.com

In this episode, Jacob speaks with Chris Seifel. He founded Seifel Capital after a career investing in private markets, and brings a private equity approach to public markets. The reflect on GameStop's short selling, the geopolitics of AI and Semiconductors. Jump to a section of their conversation using these timestamps:  00:00 Intro 01:56 What's the deal with Gamestop stock?14:46 How Information affects markets- How the $GME rollercoaster has changed things39:35 The Geopolitics of AI 53:19 The Geopolitics of Semiconductors 01:08:41 Over-Unders 01:15:24 Outro (LIKE, SUBSCRIBE AND LEAVE US A RATING!) Read Seifel Capital's newsletter, penned by Chris, https://www.seifelcapital.com/research-and-reports/newsletter/ (here) Subscribe to the podcast so you don't miss any new episodes!  We put out new episodes every other Monday   Questions? Reach out at: info@perchperspectives.com

In this episode, Jacob speaks with Tom Macleod. Tom is an anchor and journalist for Sky News and has also worked for the BBC World Service. He holds a Masters in Geopolitics from the University of Sussex. He's covered some of the world's biggest breaking stories and has a particular interest in International Affairs and Scotland's future in the global arena. Here's what they talk about:  00:00 Introduction 00:00 02:30 Assessing recent political developments in Scotland  13:00 Politics v. emotion in independence votes20:42 The EU's view of Scotland30:37 Scottish foreign policy considerations51:02 Geopolitical over-unders01:00:16 Outro  Subscribe to the podcast so you don't miss any new episodes!  We put out new episodes every other Monday   Questions? Reach out at: info@perchperspectives.com

On this episode, Jacob speaks with Tom Raftery. Tom is a Global VP, Futurist, Podcaster and Innovation Evangelist for SAP. They talk about SAP's Climate 21 initiative, the economics of renewable energy and the important role water plays in the sustainability conversation. Timestamps:  00:00 Intro 02:21 What's the craic with COVID?11:26 SAP Climate 21 initiative 24:01 The economics of climate change + renewable energy38:14 Water43:18 What to eat in Seville  44:35 Outro  Check out Tom's Podcasts here:  Digital Supply Chain Podcast: https://plinkhq.com/i/1466599957?to=page (https://plinkhq.com/i/1466599957?to=page) Climate 21 Podcast: https://www.climate21podcast.com/ (https://www.climate21podcast.com/) Subscribe to the podcast so you don't miss any new episodes!  We put out new episodes every other Monday   Questions? Reach out at: info@perchperspectives.com

Marko Papic, now known as “Cousin Marko,” is back! In this surprise episode of the Perch Pod, Jacob and Marko talk about the economic and political impact of the Capitol riot, 2nd impeachment and Biden Stimulus. They also de-stress with a quick discussion about basketball and end the episode with a game of some over-unders (starting at 40:00).  Marko is currently a partner at the Clocktower Group. He leads their strategy team providing research to clients and partners on geopolitics, macroeconomics and markets. He has recently published a book called https://www.amazon.com/Geopolitical-Alpha-Investment-Framework-Predicting-ebook/dp/B08LDNBF78 (Geopolitical Alpha: An Investment Framework for Predicting the Future. )  Marko's Book: https://www.amazon.com/Geopolitical-Alpha-Investment-Framework-Predicting-ebook/dp/B08LDNBF78 (https://www.amazon.com/Geopolitical-Alpha-Investment-Framework-Predicting-ebook/dp/B08LDNBF78)  Timestamps:  00:00 Intro 03:19  Marko's macro perspective - Capitol Riots, 2nd Impeachment and Biden Stimulus 11:20 Political future of the U.S.29:00 Basketball!39:56 Geopolitical and NBA over-unders57:10 - Outro Subscribe to the podcast so you don't miss any new episodes!  We put out new episodes every other Monday   Questions? Reach out at: info@perchperspectives.com   Socials- Twitter: https://www.youtube.com/redirect?redir_token=QUFFLUhqbTdOb2tiblhXOV83M0tuUTFhYnBkTkZLdm9BQXxBQ3Jtc0tuR3ExRlFFN2Zud3EzUXhQZTBNZUJFeUJ5THdtYWdBdDlkemdlV2NrNE02ZlhXQ1dsTXFaUnIyVXJxdTlPNEdZU0ktNldlWGUxQUk2WGlNcmxyNXRiZUwwRWw4a3dSVjgzb1B5dVZCOTNxQmMwb215Zw%3D%3D&v=CuA6P-5PDxY&q=https%3A%2F%2Ftwitter.com%2FPerchSpectives&event=video_description (https://twitter.com/PerchSpectives) LinkedIn: https://www.youtube.com/redirect?redir_token=QUFFLUhqa3JLQUlJUlFYY0VmSWhMNWNkWlBveHhmQTFIQXxBQ3Jtc0ttaTktMDczNUxuVVl2Q0JRQmk5V2w5SlpQTmgzZEx6eF9IRzJmekNScGhvZFdtMUZwem4yR1F3UVB6RzdnTkg0U2ZYeDVsOUkwQ2Z4RVl6eFBfMDdQVlFRNDhhTDZWbGZKNjJNa2VjelRNaWdBOGtITQ%3D%3D&v=CuA6P-5PDxY&q=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fperch-perspectives%2F&event=video_description (https://www.linkedin.com/company/perch-perspectives/) Website: https://www.youtube.com/redirect?redir_token=QUFFLUhqa0RYT2toUW4xanM4VWdfdTY3ZDBYSG5QTzBUQXxBQ3Jtc0ttQTFFcjBJakdmUlBCMkd1TmpSU19JR01jYnNFU05FT3VMdXJXNlNwVlBFLVRDeGFyRC1SWEdISHhPN1JPUUZWS2VjejNYODBOMkpfZ1hXTjNjcnl1MURuMU1fVm11RVlpZ1dIdnVwU19XU3ZxeEdsWQ%3D%3D&v=CuA6P-5PDxY&q=https%3A%2F%2Fperchperspectives.com%2F&event=video_description (https://perchperspectives.com/)