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Got you again!Subscribe to the Cognitive Investments Podcast here.
Subscribe to the Cognitive Investments Podcast 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 Ana
ONE MORE MONTH OF PERCH POD BEFORE WE FINALLY, PERMANENTLY, IRREVOCABLY, IRRECOVERABLY, SWITCH TO THE COGNITIVE DISSIDENTS FEED. GO!!!SUBSCRIBE!!!NOW >>>>>>>>>>>>>>> LINK HEREMatt Pines, yet ANOTHER connection via the Twittersphere, breaks down
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
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
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 th
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.Timestamps3:00-25:13:
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. Economy14:00-21:36 – Oil/Nat
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 conflict
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 F
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
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 usin
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 - mak
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@pe
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
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 conf
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 sta
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 Far
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 Ukra
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 t
EMERGENCY EPISODECousin 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
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 threa
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 re
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
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