Navigating the Complexity of Energy Independence and Environmental Ethics

This chapter explores the tension between achieving energy independence in the U.S. and the ethical considerations of environmental conservation. It delves into the conflict between sourcing lithium for renewable energy batteries and the protection of wildlife, contextualizing these issues within broader systemic risks faced by society.

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Episode notes

0:00 Jason's new "family office" and Sacks' new strategy

2:39 Understanding where all sides stand in the Russia/Ukraine War three weeks in

15:21 Sanctions risking a major food shortage: possible solutions, how we got here, creating distributed manufacturing and supply chains, capitalist incentives flipping

34:59 Breaking down the second- and third-order effects of the massive sanctions on Russia; best case/worst case outcomes for this new form of economic warfare, deglobalization

49:26 US economy big picture outlook: inflation, rising rates, decreasing uncertainty potentially a bullish sign in public markets; how that flows to private markets

1:02:06 Rewriting foreign policy playbooks

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