Introduction

Spencer claven: We didn't know how fast events in ukrane were going to accelerate. It's clear that he does mean to invade all of you krane for my personal money, as i think i imply already on the podcast. You'll hear more from the rest of us on the site with more developed and institutional responses. But for now, we hope that you'll get some value out of seth's and my pre war discussion of what the whole thing should mean for America.