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The Perch Pod with Jacob Shapiro
The Perch Pod with Jacob Shapiro episodes
- 52: The Fiscal Doom Loop w/ Luke Gromen
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 at: [email protected]
Subscribe to the Perch Perspectives Newsletter here.
Socials:
Twitter: @PerchSpectives
LinkedIn: Perch Perspectives
Website: https://perchperspectives.com/
1 hr - 51. Russia Invades Ukraine - WTF?? with Marko Papic
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 Geopolitical Alpha: An Investment Framework for Predicting the Future.
Questions? Comments? Reach out at: [email protected]
Links:
Download the transcript here.
Subscribe to the Perch Perspectives Newsletter here.
Socials:
Twitter: @PerchSpectives
LinkedIn: Perch Perspectives
Website: https://perchperspectives.com/
45 min - 50: The View from Italy w/ Dario Fabbri
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: [email protected]
Timestamps:
1:12-10:12: Russia
10:12-21:37: Italy’s greatest geopolitical threat
21:37-32:30: The future of Europe
32:30-End: Thoughts on France and Italy
Links:
Download the transcript here.
Subscribe to the Perch Perspectives Newsletter here.
Socials:
Twitter: @PerchSpectives
LinkedIn: Perch Perspectives
Website: https://perchperspectives.com/
43 min - 49: What is Putin Trying to Prove, Inflation, etc. with Marko Papic
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 book called Geopolitical Alpha: An Investment Framework for Predicting the Future.
Timestamps:
1:00-20:53: Russia
20:53-36:40: China + inflation
37:00-46:41: The Race to Zero/ESG investment concerns
46:40-56:10: Turkey and Brazil and Chile oh my!
55:10-1:04:20 Over-under
1:04:20-end: Basketball
Questions? Comments? Reach out at: [email protected]
Links:
Download the transcript here.
Subscribe to the Perch Perspectives Newsletter here.
Check out LatamPolitik here!
Socials:
Twitter: @PerchSpectives
LinkedIn: Perch Perspectives
Website: https://perchperspectives.com/
1 hr 14 min - 48. The Dollar-Milkshake Theory
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.com/
Lykeion: https://www.thelykeion.com/
Questions? Comments? Reach out at: [email protected]
Links:
Download the transcript here.
Subscribe to the Perch Pod Newsletter here.
Check out LatamPolitik here!
Socials:
Twitter: @PerchSpectives
LinkedIn: Perch Perspectives
Website: https://perchperspectives.com/
57 min - 47: Will Russia Invade Ukraine with Max Suchkov
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 Advanced American Studies at Moscow State Institute of International Relations in Russia. If you're interested, you can learn more about Max's illustrious career here.
Questions? Comments? Reach out at: [email protected]
Links:
Download the transcript here.
Subscribe to the Perch Perspectives Newsletter here.
Check out LatamPolitik here!
Socials:
Twitter: @PerchSpectives
LinkedIn: Perch Perspectives
Website: https://perchperspectives.com/
46 min - 46: The Rise and Fall of the Death Penalty with Maurice Chammah
"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 and definitions of justice, our perceptions of justice, and what we think about as a collective of terms like good and evil.
Buckle up for another fantastic episode! Questions? Reach out at: [email protected]
Links:
Download the transcript here.
Maurice's fantastic book: Let The Lord Sort Them: The Rise and Fall of the Death Penalty
Subscribe to the Perch Perspectives Newsletter here
Check out LatamPolitik here!
Socials:
Twitter: @PerchSpectives
LinkedIn: Perch Perspectives
Website: https://perchperspectives.com/
1 hr 4 min - 45: Hydrogen is Inevitable w/ Garry Golden
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 is the inevitable future of clean energy. Cheers!
Questions? Reach out at: [email protected]
Links:
Download the transcript here.
Garry's Innovative Learning Space in NYC: IntoTheFuture.nyc
Subscribe to the Perch Perspectives Newsletter here
Socials:
Twitter: @PerchSpectives
LinkedIn: Perch Perspectives
Website: https://perchperspectives.com/
50 min - 44: Ambassador Lewis Lucke
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. He was also an ambassador to the Kingdom of Eswatini.
Questions? Reach out at: [email protected]
Links:
Download the transcript here.
Ambassador Lucke's book can be found here.
Subscribe to the Perch Perspectives Newsletter Here
Socials-
Twitter: @PerchSpectives
LinkedIn: Perch Perspectives
Website: https://perchperspectives.com/
1 hr 3 min - 43: Border Closures and a Little Bit about Albania
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!
Mary A. Shiraef is a Ph.D. Candidate in comparative politics and political theory. Her work examines identity transmission outcomes of border policies, especially in authoritarian settings.
Questions? Reach out at: [email protected]
Links:
Mary's research can be found here.
Subscribe to the Perch Pod Newsletter Here
Check out LatamPolitik here!
Socials-
Twitter: @PerchSpectives
LinkedIn: Perch Perspectives
Website: https://perchperspectives.com/
35 min
About The Perch Pod with Jacob Shapiro
From the publisher's feed
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.