The Perch Pod with Jacob Shapiro

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 and Head of the Power Vacuums program in the Human Security unit at the Newlines Institute. Prior to joining the Newlines Institute, Caroline served as an analyst at the forecasting firm and publication, Geopolitical Futures, where she worked on political, economic, and defense developments in the Middle East and Europe with a focus on the Eastern Mediterranean and the Levant.

Questions? Reach out at: [email protected]

Links:

Download the transcript here.

Caroline's most recent articles can be found here, here, and here.

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Twitter: @PerchSpectives

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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 the politics of Russia, Europe, and the Middle East.

Questions? Reach out at: [email protected]

Links:

Download the transcript here.

Emma's most recent article on Foreign Policy Here

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Twitter: @PerchSpectives

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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 ex-president Jacob Zuma AND the organizers behind July's protests, RSA's skyrocketing official and unofficial unemployment numbers (think 35%+), and what may be in store for the country over the next few months.

Dr. Holmes is an Assistant Professor of Political Science and Public Administration at Mississippi State University.  Her research focuses on nationalism and post-conflict transitions to democracy in sub-Saharan Africa.

Questions? Reach out at: [email protected]

Links:

Download the transcript here.

Find Dr. Holmes' book here.

Subscribe to the Perch Perspectives Newsletter HERE

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Twitter: @PerchSpectives

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Website: https://perchperspectives.com/

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 intelligence analyst. Chase and Jacob delve into the future of investment (especially energy investment), Chase delivers some interesting and hot takes on the global climate crisis, we get into the weeds of Latin American politics and copper, and end the episode in the American energy sector. Hope you enjoy this episode as much as we did!

Links:

Questions? Reach out at: [email protected]

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Twitter: @PerchSpectives

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Website: https://perchperspectives.com/

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 with the Geneva International Sanctions Network. As a political risk analyst for Global Risk Insights, she covered energy politics and sanctions in post-Soviet countries. Needless to say, she's a badass.

Links:

Questions? Reach out at: [email protected]

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Twitter: @PerchSpectives

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Website: https://perchperspectives.com/

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.

Links:

Questions? Reach out at: [email protected]

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Twitter: @PerchSpectives

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Website: https://perchperspectives.com/

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 the end! Marko is currently a partner at the Clocktower Group.

Links:

Subscribe to the podcast so you don't miss any new episodes! We put out new episodes every other Monday

Questions? Reach out at: [email protected]

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LinkedIn: https://www.linkedin.com/company/perch-perspectives/

Website: https://perchperspectives.com/

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

28:10-49:46: How to think about the Israeli-Palestinian conflict

49:46-END: Pakistan, China, and Uighurs

Links:

The interview mentioned at 51:10

Kamran’s Book

Link to Kamran’s Newlines Institute in the podcast description: https://newlinesinstitute.org/

Subscribe to the podcast so you don't miss any new episodes! We put out new episodes every other Monday

Questions? Reach out at: [email protected]

Subscribe to the Perch Pod Newsletter HERE

Check out LatamPolitik here!

Socials-

Twitter: https://twitter.com/PerchSpectives

LinkedIn: https://www.linkedin.com/company/perc...

Website: https://perchperspectives.com/

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 Associates here.

Subscribe to the podcast so you don't miss any new episodes!  We put out new episodes every other Monday

Questions? Reach out at: [email protected]

Subscribe to the Perch Pod Newsletter HERE

Check out LatamPolitik here! 

Sune Sorensen and Jacob discuss the macro-forces that push investment and finance across the globe, and how geopolitics weaves its way into the world of global finance. Sune is the founder of Librarium Associates, an Advisory Board member at BFI Capital, a Partner and advisor to the Orbis28 Family Office Solutions platform, a Partner at the Malmgren Strategic Institute, and a Board Member and the Director of Macro Research with The Strategic Funds Group.

Timestamps:

00:00 Intro

02:40 What is Macro-Thinking?

06:10 How has the Democratization of Information affected Macro-based insights?

08:27 Discussing Sune's unique perspective based on living in Switzerland

22:07 The Future of the EU

25:22 Where is Globalization Trending?

36:09 The push and pull between Democracy and Capitalism

42:15 Where does Crypto fall into this conversation?

47:44 Basketball!

You can check out the Librarium Associates here

Subscribe to the podcast so you don't miss any new episodes!  We put out new episodes every other Monday

Questions? Reach out at: [email protected]

Subscribe to the Perch Pod Newsletter HERE

Check out LatamPolitik here!