Jacob Shapiro is joined by Akshar Patel from The Emissary to unpack the rapidly escalating crisis between India and Pakistan after a deadly terrorist attack in Kashmir. They cover what happened, why this attack is different, and why India’s suspension of the Indus Waters Treaty is such a big geopolitical shift. Akshar breaks down Pakistan’s internal fractures, India’s military limitations, and how water is becoming a pressure point in South Asia. This isn’t just saber-rattling... it’s a slow burn with existential stakes.

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Timestamps:

(00:00) - Intro

(00:21) - Current Tensions Between India and Pakistan

(01:10) - Podcast Format and Guest Perspective

(02:04) - Discussion on Recent Terrorist Attack

(09:18) - Historical Context and Analysis

(19:34) - Indian Government's Response and Military Trust Issues

(25:23) - Potential Motivations and Future Implications

(28:24) - Personal Anecdote and Broader Context

(29:01) - A High Schooler's Question on Chechnya

(29:33) - Why Does India Want Kashmir?

(30:28) - Historical Context of Kashmir Conflict

(32:55) - Civilizational and Secular Significance of Kashmir

(36:36) - Geopolitical Importance of Water

(38:25) - Potential Military Conflicts and Strategies

(48:04) - Global Diplomatic Dynamics

(56:31) - Conclusion and Final Thoughts

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Referenced in the Show:

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Jacob Shapiro Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

CI Site: cognitive.investments

Subscribe to the Newsletter: bit.ly/weekly-sitrep

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The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com

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Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.

Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients’ material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).

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This podcast uses the following third-party services for analysis:

Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp