Rob is on vacation, so Jacob welcomes Sim Tack to join him in his weekly Friday slot to discuss Ukraine’s invasion of Russia. The two address the logistical challenges facing Ukraine, such as air support and ammunition shortages, and analyzes the strategic and tactical objectives of the Ukrainian offensive. They explore various potential motivations behind the invasion, including creating negotiation leverage and affecting Russian forces' deployment. The conversation also delves into broader geopolitical implications, including Ukraine's coordination of Western-supplied weaponry and the potential long-term impacts on Russia and Ukraine's capabilities.

Timestamps:

(00:00) - Intro

(01:14) Welcoming SimTac and Initial Thoughts on Ukraine

(02:06) - Ukraine's Recent Military Actions

(07:15) - Russian Air Power and Tactical Challenges

(14:54) - Ukraine's Strategic Objectives

(25:02) - Future of the Conflict and Military Leadership

(32:58) - European Sentiment and Infrastructure Threats

43:49) - Conclusion and Contact Information

Referenced in the Show:

Jacob Shapiro Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

CI Site: cognitive.investments

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

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).

Disclaimer: Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor

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S4.16 - The Manor on the Rock