Navigating the Ukraine Conflict and Venture Capital Insights

This chapter discusses the critical dynamics of venture capital meetings while drawing parallels to the complexities of the ongoing conflict in Ukraine. It explores historical perspectives, potential outcomes of the war, and recent developments pointing towards a potential ceasefire. The speakers analyze the impact of U.S. involvement in the peace negotiations, questioning the narratives surrounding the war and highlighting uncertainties amidst rising humanitarian concerns.

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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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