Here Be Animal Spirits
The Perch Pod
by Perch Perspectives LLC
1y ago
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 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. Additiona ..read more
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66. Water We Waiting For? The Decline of Fresh Water
The Perch Pod
by Perch Perspectives LLC
1y ago
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 ..read more
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The Art of Geopolitics w/ Stratfor
The Perch Pod
by Perch Perspectives LLC
1y ago
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? 56:54-end: Around the world: Poland, Turkey, Indonesia, Korea, Brazil, and more ..read more
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64. Economy, Energy, and The Odds Of a Recession
The Perch Pod
by Perch Perspectives LLC
1y ago
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 ..read more
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62. A Polish Perspective on The Ukraine-Russia Conflict
The Perch Pod
by Perch Perspectives LLC
1y ago
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 I ..read more
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61. Kazakhstan, Pakistan, & Iran w/Kamran Bokhari
The Perch Pod
by Perch Perspectives LLC
1y ago
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 here. Timestamps: 0:00-18:00 – Kazakhstan 18:00-36:24 – Pakistan 36:24-48:30 ..read more
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59. Biden's Missteps + More w/Cousin Marko
The Perch Pod
by Perch Perspectives LLC
1y ago
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 here! Questions? Comments? Reach out at: info@perchperspectives.com Subscribe to the Perch Perspectives Newslett ..read more
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58. Inflation, Corn, and Turkey
The Perch Pod
by Perch Perspectives LLC
1y ago
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: @PerchSpectives LinkedIn: Perch Perspectives Website: https://perchperspectives.com ..read more
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57. Let's Talk About Sanctions w/Brian O'Toole
The Perch Pod
by Perch Perspectives LLC
1y ago
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 Perspectives Newsletter here. Socials: Twitter: @PerchSpectives LinkedIn: Perch Perspectives Website: https://perchperspectives.com ..read more
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56. A Russian Perspective w/ Andrey Sushentsov
The Perch Pod
by Perch Perspectives LLC
1y ago
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? Re ..read more
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