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Is There a Print?
i think what's going on as there is some underlying good news, right? But there's this overhead of a small chance of something catastrophic happening. So how do you price that in? Right? And i think right now there are some what's called green shoots, meaning, like, some positive news in the world and some positive data. By the way, the other thing that we saw today was, this week was jerome powell.
0:50 Escalating tensions over Russia/Ukraine; nuclear scare; evolving forms of warfare
16:27 Assessing impact of economic sanctions: first, second and third-order effects; exit ramps for Putin and Russia
34:23 Reflecting on if taking NATO expansion off the table would have prevented war; Putin's risk of ruin; lessons learned so far
46:12 New version of economic warfare; possibility of a regime change; comparisons to the Cuban Missile Crisis; realist vs. idealist; lessons for Taiwan
1:05:22 Market impact, increased volatility, thinking in decades, managing risk
1:19:22 Car T-cell therapy breakthroughs and approvals; CRISPR patent controversy; Sacks makes a final point
Follow the besties:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/phildstewart/status/1499535843207389186
https://twitter.com/TimothyDSnyder/status/1499587642115117059
https://www.nytimes.com/2022/03/02/opinion/ukraine-russia-war-zelensky.html
https://www.google.com/finance/quote/LUKOY:OTCMKTS
https://oec.world/en/profile/hs92/wheat
https://twitter.com/balajis/status/1498873063378612227
https://twitter.com/LindseyGrahamSC/status/1499574209567199235
https://www.nytimes.com/2022/03/04/world/europe/lindsey-graham-putin-russia.html
https://twitter.com/biancoresearch/status/1499385705591709698
https://www.politico.eu/article/ukraine-war-russia-germany-still-blocking-arms-supplies/
https://www.nytimes.com/2022/02/28/world/europe/switzerland-russian-assets-freeze.html
https://www.thedefensepost.com/2022/02/28/sweden-arms-ukraine/
https://www.nato.int/docu/update/2008/04-april/e0403h.html
https://www.youtube.com/watch?v=JrMiSQAGOS4
https://data.worldbank.org/indicator/NY.GDP.MKTP.CD?locations=RU
https://twitter.com/shellenbergermd/status/1499386637066727424
https://bariweiss.substack.com/p/the-wests-green-delusions-empowered?s=r
https://www.npr.org/2022/03/04/1084580235/russia-blocks-facebook-twitter
https://www.nytimes.com/2022/03/03/technology/ukraine-war-misinfo.html
https://twitter.com/Ukraine/status/1497834538843660291
https://twitter.com/chamath/status/1496998762496946203
https://twitter.com/morganhousel/status/1499484089082007552
https://www.reuters.com/markets/europe/euro-pinned-war-stokes-stagflation-fears-2022-03-03/
https://twitter.com/zekejmiller/status/1499739582115553281
https://www.wsj.com/articles/crispr-patent-gene-editing-dispute-11646187911
https://twitter.com/MZHemingway/status/1499588624664657926
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