Perch Pod Update (Yes, Including Game$top)
Happy Tuesday! No written content today – instead, treat yourself to the latest episode of the Perch Pod, featuring a conversation between Jacob and Chris Seifel, founder of Seifel Capital. (Click here to listen.) They have a wide-ranging conversation about the Gamestop, the geopolitics of Artificial Intelligence and semiconductors, and close with a fun game of over-under.
Rather read the transcript than listen? You can do so by clicking here.
If you need even more audio content this week, Jacob was a guest on Tom Raftery’s podcast last week. Tom is a futurist at SAP and hosts a podcast on SAP’s Climate 21 initiative, and we were happy to provide some insights on how geopolitics is intersecting with climate change and strategies for companies to manage their impact on the climate around them. You can listen by clicking here.
Otherwise, we’ll catch you on Friday for the week in review. It’s only Monday and it’s already shaping up to be a doozy of a week. Brazilian President Jair Bolsonaro fired the CEO at state-owned oil major Petrobras this morning, sending markets there into a tizzy, the European Commission announced a new action plan for space and defense industries, and an Italian ambassador was tragically killed in an attack in the Democratic Republic of Congo.
As always, you can drop us a line at info@perchperspectives if you need anything.