The Implosion of Ukraine

Jacek and Jacob brave illness to reunite on the podcast. Jacek offers a gloomy perspective on the Russia-Ukraine war, an optimistic perspective on Poland’s future no matter who rules its government – and a lesson to learn for the democratic world from Turkish pragmatism.

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Timestamps:

(00:00) - Intro

(01:52) - Polish elections

(09:00) - Will Ukraine be a part of EU/NATO?

(14:27) - Russia-Ukraine war

(20:45) - Can Ukraine produce their own ammunition?

(22:45) - Nuclear proliferation

(28:00) - Russia-Ukraine war

(29:16) - What's next for Poland/Polish awakening

(40:05) - Turkey in relation to Poland/Ukraine

(44:43) - Israeli's lack of strategic depth

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Referenced in the Show:

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CI Site: cognitive.investments

Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

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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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

This podcast uses the following third-party services for analysis:

Chartable - https://chartable.com/privacy
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp