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E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more
All-In with Chamath, Jason, Sacks & Friedberg
Are We Setting Ourself Up for Another Iraq War?
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My concern cimo is that we've rushed into a reactive response with respect to sanctions, unceasing assets. The global total market cap of all these businesses is meaningfusly different than the amount of total capas that these guys represent. And inasmuch as you are going to take the equity values of certain of these companies to zero, it's, in the grand scheme of things, not that much equity value. We're not talking drillions of dollars.
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