Jacob welcomes Emre Dogru back on to the podcast to discuss Turkey’s view of the violence happening in the Middle East. Emre takes a break from eating baklava to explain why he thinks the violence spiraling out of control is unlikely at this point – but he and Jacob explore scenarios for escalation that could prove this view wrong. Jacob will be appearing in a video on Emre’s channel next week on the concept of intelligence failures and lessons to learn for executives – we’ll be sure to share it with you when it comes out.
--
Timestamps:
(00:00) - Intro
(02:41) – Turkey’s view of the war
(09:54) – Turkey and Iran: Frenemies 4 lyfe
(12:20) - Turkey in a regional war
(16:45) – Turkey, energy, Saudi Arabia
(19:23) - Prospects for regional war
(26:49) – Turkey-China
(28:25) – What if the conflict spills?
--
Referenced in the Show:
--
CI Site: cognitive.investments
Jacob Site: jacobshapiro.com
Jacob Twitter: x.com/JacobShap
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