Uploaded March 2022 | Updated September 2026, 3 days ago
I’m joined by Dmitri Alperovitch, co-founder and former CTO of Crowdstrike and now chairman of Silverado Policy Accelerator, a think tank in Washington D.C. We discuss the Russia Ukraine War, implications and possible scenarios going forward.
Dmitri Alperovitch on Twitter: twitter.com/DAlperovitch
Silverado Policy Accelerator: silverado.org
Timestamps:
00:00 - Introduction
01:10 - How Dmitri predicted Russia would invade Ukraine
04:45 - Putin determined to change status quo
06:48 - Why Putin invaded now and not later
09:35 - What was Russia’s initial expectations and timeline for invasion?
11:28 - How does the Ukraine resistance change equation and options for Putin going forward?
14:55 - What are Putin’s leverage points?
19:35 - Chance of Putin political coup
23:50 - Will Putin use nuclear weapons?
28:05 - What are Russia’s demand and what a peace agreement could look like?38:30 - Communications in war, role of Starlink
43:30 - Top future scenarios
49:55 - What is Putin’s line in sand to attack a NATO country?
52:18 - What does Silverado Policy Accelerator do? Why started?
56:35 - Recommended people to follow for Russia Ukraine war
Social
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🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991
🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg
📸 Instagram instagram.com/heydave7
Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA
NOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.
💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.
Open an brokerage account at Interactive Brokers:
interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338
Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
#Ukraine #Russia #Investing
I’m joined by Dmitri Alperovitch, co-founder and former CTO of Crowdstrike and now chairman of Silverado Policy Accelerator, a think tank in Washington D.C. We discuss the Russia Ukraine War, implications and possible scenarios going forward.
Dmitri Alperovitch on Twitter: twitter.com/DAlperovitch
Silverado Policy Accelerator: silverado.org
Timestamps:
00:00 - Introduction
01:10 - How Dmitri predicted Russia would invade Ukraine
04:45 - Putin determined to change status quo
06:48 - Why Putin invaded now and not later
09:35 - What was Russia’s initial expectations and timeline for invasion?
11:28 - How does the Ukraine resistance change equation and options for Putin going forward?
14:55 - What are Putin’s leverage points?
19:35 - Chance of Putin political coup
23:50 - Will Putin use nuclear weapons?
28:05 - What are Russia’s demand and what a peace agreement could look like?38:30 - Communications in war, role of Starlink
43:30 - Top future scenarios
49:55 - What is Putin’s line in sand to attack a NATO country?
52:18 - What does Silverado Policy Accelerator do? Why started?
56:35 - Recommended people to follow for Russia Ukraine war
Social
🐦 Twitter mobile.twitter.com/heydave7
🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991
🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg
📸 Instagram instagram.com/heydave7
Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA
NOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.
💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.
Open an brokerage account at Interactive Brokers:
interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338
Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
#Ukraine #Russia #Investing
