พอดคาสท์ Perch Perspectives Llc ชั้นนำ (2024)

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 r…

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Geopolitics and Cyberwarfare (+ Bitcoin Neutrality) 1:03:52

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2y ago1:03:52

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ONE MORE MONTH OF PERCH POD BEFORE WE FINALLY, PERMANENTLY, IRREVOCABLY, IRRECOVERABLY, SWITCH TO THE COGNITIVE DISSIDENTS FEED. GO!!! SUBSCRIBE!!! NOW >>>>>>>>>>>>>>> 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…

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Whose Fault Is It Anyway? The Sino-Australian Breakup 1:10:20

2y ago1:10:20

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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 P…

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Here Be Animal Spirits 1:10:21

2y ago1:10:21

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Check out the Cognitive Dissidents Pod 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 …

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66. Water We Waiting For? The Decline of Fresh Water 1:01:40

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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…

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The Art of Geopolitics w/ Stratfor 1:11:55

2+ y ago1:11:55

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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…

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64. Economy, Energy, and The Odds Of a Recession 1:28:57

2+ y ago1:28:57

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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-…

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63. Who's Winning the Ukraine-Russia Conflict? 1:04:18

2+ y ago1:04:18

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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…

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62. A Polish Perspective on The Ukraine-Russia Conflict 56:12

2+ y ago56:12

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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…

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61. Kazakhstan, Pakistan, & Iran w/Kamran Bokhari 1:04:25

2+ y ago1:04:25

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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…

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60. Geopolitics + Investing w/ Cognitive Investments 1:02:00

2+ y ago1:02:00

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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? C…

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59. Biden's Missteps + More w/Cousin Marko 1:10:59

2+ y ago1:10:59

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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:…

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58. Inflation, Corn, and Turkey 59:16

2+ y ago59:16

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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 here! Questions? Comments? Reach out at: info@perchperspectives.com Subscribe to the Perch Perspectives Newsletter here. Socials: Twitter: @PerchSpecti…

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57. Let's Talk About Sanctions w/Brian O'Toole 49:42

2+ y ago49:42

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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? Comm…

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56. A Russian Perspective w/ Andrey Sushentsov 56:06

2+ y ago56:06

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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 Rel…

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55: Civil Unrest in Peru with Elohim Monard 43:55

2+ y ago43:55

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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: …

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54: The Grain Economy w/Neil Townsend 57:53

2+ y ago57:53

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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? Co…

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53. Understanding the Ukrainian Front w/ Sim Tack 41:25

2+ y ago41:25

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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 D…

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52: The Fiscal Doom Loop w/ Luke Gromen 59:11

2+ y ago59:11

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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." Download the transcript here. Luke’s website is here --> https://fftt-llc.com/about/ Questions? Comments? Reach out …

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51. Russia Invades Ukraine - WTF?? with Marko Papic 44:51

2+ y ago44:51

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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…

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50: The View from Italy w/ Dario Fabbri 42:41

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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:…

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49: What is Putin Trying to Prove, Inflation, etc. with Marko Papic 1:13:58

2+ y ago1:13:58

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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 boo…

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48. The Dollar-Milkshake Theory 56:07

3y ago56:07

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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.c…

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Perch Perspectives Llc พอดคาสต์

พอดคาสต์ที่ควรค่าแก่การฟัง

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The Perch Pod with Jacob Shapiro

Perch Perspectives LLC

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Making Sense of Iranian Unrest 1:06

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Agricultural Currents: Food Prices, Fertilizer, & The Future 1:06

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Ukraine is Winning! 56:32

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Geopolitics and Cyberwarfare (+ Bitcoin Neutrality) 1:03:52

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Whose Fault Is It Anyway? The Sino-Australian Breakup 1:10:20

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Here Be Animal Spirits 1:10:21

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66. Water We Waiting For? The Decline of Fresh Water 1:01:40

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The Art of Geopolitics w/ Stratfor 1:11:55

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64. Economy, Energy, and The Odds Of a Recession 1:28:57

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63. Who's Winning the Ukraine-Russia Conflict? 1:04:18

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62. A Polish Perspective on The Ukraine-Russia Conflict 56:12

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61. Kazakhstan, Pakistan, & Iran w/Kamran Bokhari 1:04:25

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60. Geopolitics + Investing w/ Cognitive Investments 1:02:00

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59. Biden's Missteps + More w/Cousin Marko 1:10:59

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58. Inflation, Corn, and Turkey 59:16

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57. Let's Talk About Sanctions w/Brian O'Toole 49:42

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56. A Russian Perspective w/ Andrey Sushentsov 56:06

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55: Civil Unrest in Peru with Elohim Monard 43:55

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54: The Grain Economy w/Neil Townsend 57:53

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53. Understanding the Ukrainian Front w/ Sim Tack 41:25

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52: The Fiscal Doom Loop w/ Luke Gromen 59:11

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51. Russia Invades Ukraine - WTF?? with Marko Papic 44:51

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50: The View from Italy w/ Dario Fabbri 42:41

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49: What is Putin Trying to Prove, Inflation, etc. with Marko Papic 1:13:58

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48. The Dollar-Milkshake Theory 56:07

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