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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.
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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The Perch Pod with Jacob Shapiro
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57. Let's Talk About Sanctions w/Brian O'Toole
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49:42
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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
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56:06
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
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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: …
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
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41:25
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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…
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
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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…
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
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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…
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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47: Will Russia Invade Ukraine with Max Suchkov
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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 Institute for International Studies and the Center for Advanc…
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46: The Rise and Fall of the Death Penalty with Maurice Chammah
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"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 a…
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45: Hydrogen is Inevitable w/ Garry Golden
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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 …
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. H…
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43: Border Closures and a Little Bit about Albania
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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! M…
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42: The Future of the Middle East with Caroline Rose
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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 a…
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41: A Look at US Foreign Policy with Emma Ashford
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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 t…
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40: What's Happening in South Africa with Dr. Carolyn Holmes
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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 e…
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39: Energy Investment, Hot Takes on the Climate, and the Copper Market
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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 intelligen…
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38: Nord Stream 2, US-German Relations, and Russia's Ukrainian Agenda
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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…
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37: Canadian Droughts, Food Systems, and Farms.
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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 t…
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36: "The Race to Zero," Russia, Latin America, and The Bond Market
1:22:44
1:22:44
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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…
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 28:1…
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 Limes. Expert in America and the Middle East. On twitter: @dlfabbri Timestamps: 00:00 Intro You can check out the Limes Associat…
