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Chris DeMuth's State of the Markets October 2022 (with a large TWTR focus!)
Yet Another Value Podcast
Siphias - Is He a Wild Card?
If Siphias comes tomorrow and says, we are pausing this deal on Elon Musk he could renounce American citizenship become Russia. There's just no way to emulate a Twitter deal that he doesn't want and protect SpaceX that he does. And as a defense contractor with a secret clearance you can't protect that and blow up Twitter. If you're going to the Russian stuff I mean one thing that's so interesting to me is how much bigger China is than Russia is.
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