Jacob has been growing increasingly more concerned about Ukraine, so he starts his bottom-up analytical review of the war and Ukraine’s prospects by hosting Sim Tack on the podcast. Jacob throws a bucket of questions at Sim to try and figure out what, if anything, has changed at a strategic level in the war. From there they speculate on European support for Ukraine in the future, whether Ukraine can still win, and a reframing of what could actually take Russia out of the war.

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Timestamps:

(00:00) - Intro

(01:12) – Lessons from Avdiivka

(13:10) – Signposts for Ukrainian and Russian collapse

(24:00)– Can Ukraine still win?

(29:30)– Sim’s take on Macron/French support for Ukraine

(38:30) – Where does the ammunition come from and

(40:43) – Ukraine's F16's

(47:54) - Zelensky v Zaluzhny and what it would take to get Russia out of the war

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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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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

#187 - Sim Tack: Can Ukraine Still Win Against Russia?

The Jacob Shapiro Podcast

#187 - Sim Tack: Can Ukraine Still Win Against Russia?