The Perch Pod with Jacob Shapiro Perch Perspectives LLC
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- News
The Perch Pod focuses on bringing first-hand geopolitical analysis from experts across various disciplines. Brought to you by Perch Perspectives, the most reliable and complete source of geopolitical information and international affairs for businesses and decision-makers. If you like what you hear, subscribe to the podcast. We put out new interviews every other Monday.
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Making Sense of Iranian Unrest
Got you again!
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Agricultural Currents: Food Prices, Fertilizer, & The Future
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Ukraine is Winning!
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 Strategy
23:35-28:04 – Europe’s Resolve
28:04-42:10 – Russia’s Options
42:10-end – Implications of Russia’s Defeat
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Geopolitics and Cyberwarfare (+ Bitcoin Neutrality)
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 and a fellow at the Bitcoin Policy Institute. He is appearing on the podcast in a personal capacity.
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! -
Whose Fault Is It Anyway? The Sino-Australian Breakup
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 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
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Here Be Animal Spirits
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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 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
Weiss Insights: https://hubs.la/Q01jhftd0
Weiss Podcast Page: 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