This chapter discusses the potential long-term risks of oil disruptions from the Middle East and the current state of the US Strategic Petroleum Reserve. It explores alternative options and the lack of government support in case of conflicts in major oil producing regions.
(0:00) Bestie intros! Friedberg's jumper
(1:21) US and its allies strike Houthi targets in Yemen
(16:24) Markets: Q1 rate cut looks unlikely, December CPI print slightly hot, soft landing in jeopardy?
(29:46) Carta's mistake, why verticalized SaaS tools could be in trouble, Chamath's 8090 incubator
(51:02) Why and how Sacks is taking on Slack, where Carta went wrong with founders
(1:05:17) DEI debate: cultural significance, real solutions, Motte-and-bailey