Sim returns to the podcast to talk about the successes and failures of Ukraine’s military forces and what the future looks like in the Russia-Ukraine war. From there they spend a bit of time talking about the Red Sea and Black Swans that might impact 2024 and beyond.

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Timestamps:

(00:00) - Intro

(00:40) – 2023 Russia-Ukraine War Retrospective

(15:15) – 2024 Russia-Ukraine War Predictions

(33:00) – Red Sea/Sahel/KSA oh my

(40:20) – Black Swans

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CI Site: cognitive.investments

Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

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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

Retrospectives and Predictions for the Ukraine War