Complexities of Regime Change in Russia

This chapter explores the potential consequences of regime change in Russia, examining historical precedents and the varying success rates of similar attempts worldwide. The discussion highlights the geopolitical dynamics involving the U.S., China, and Russia, addressing the strategic frameworks influencing foreign policy. Additionally, it critiques the Republican Party's shifting approach and reflects on the implications of Biden's administration regarding military non-involvement and economic sanctions.

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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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