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Subscribe to the Cognitive Investments Podcast here.

Ukraine’s counteroffensive last week was shockingly effective. Sim rejoins the show to explain what is happening on the ground…and to tease out the chances and attendant implications of a Russian defeat.

Sim Tack is Military Analyst at Force Analysis and GEOINT Analyst at AllSource Analysis. You can follow him on Twitter @SimTack.

NYTimes article referenced here

TimeStamps:

1:54-11:15 – What’s happening?

11:15-23:35 – Ukraine’s Strategy

23:35-28:04 – Europe’s Resolve

28:04-42:10 – Russia’s Options

42:10-end – Implications of Russia’s Defeat

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ONE MORE MONTH OF PERCH POD BEFORE WE FINALLY, PERMANENTLY, IRREVOCABLY, IRRECOVERABLY, SWITCH TO THE COGNITIVE DISSIDENTS FEED.

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Matt Pines, yet ANOTHER connection via the Twittersphere, breaks down the present day risks associated with cyber warfare and espionage across geopolitical boundaries. Matt is a management consultant at Krebs Stamos and a fellow at the Bitcoin Policy Institute. He is appearing on the podcast in a personal capacity.

Here is a link to Matt's white paper on bitcoin.

Tiestamps:

1:37 - 20:20 - Cyberwarfare

20:20 - 28:00- 5G + China + Huawei

28:00 - 34:44 - Trust Networks

34:30 - 45:35 - Has there every been a full-on cyber war?

45:35 - End - Let's talk bitcoin!

Take some time with us to explore the Sino-Australian breakup drama and hear an honest opinion from a real life Australian (his name is John Fowler and he's a former Australian diplomat and international lawyer) on why relations between the two are slowly but surely deteriorating. John and Jacob also talk AUS/NZ relations, viewpoints on the South Pacific and much, much, much more.

John is co-founder and CEO of International Intrigue, a newsletter at the intersection of geopolitics, business, and technology. We've included a link because you should go subscribe to it.

TimeStamps:

2:30-19:37 – Australia/China relations

19:37-25:20 – Australia/New Zealand relations

25:20-39:32 – The South Pacific

39:32-46:30 – Indonesia

46:30-57:57 – Latin America/France/Antarctica

57:59-1:05:30 – Taiwan

1:05:30 – International Intrigue

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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. Additionally, he is the architect and a portfolio manager for the Weiss Alternative Multi-Strategy Fund (Ticker: WEISX).

Weiss Morning Seeds: https://hubs.la/Q01jhfjY0

Weiss Insights: https://hubs.la/Q01jhftd0

Weiss Podcast Page: https://hubs.la/Q01jhgds0

Timestamps:

2:20-14:42 – Inflation/Deflation

14:42-35:50 – Tech/longevity

35:50-45:38 – mRNA

45:38-1:03:30 – Energy

1:03:00 – end – China

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 25 years, his work has focused on urban water management, water use patterns, assessing the impact of water rate structures and metering, evaluating water conservation measures and programs, forecasting future demand with and without conservation, preparing water conservation plans and conducting water supply scenario analysis.

Link to Lake Mead pics: https://earthobservatory.nasa.gov/images/150111/lake-mead-keeps-dropping

Peter’s website: https://www.waterdm.com/

TimeStamps

2:34-30:30 – Colorado River Basin

30:30-42:30 – Georgia v. Florida on water. (If I could have this on in the background during this section I would.)

42:30-50:30 – Agriculture

50:30 – Pete’s past

Cognitive Investments Link

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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