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.
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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
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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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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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