Fashion and Geopolitics: The Ukraine Crisis

This chapter begins with a lighthearted discussion on fashion, particularly a cashmere robe, before transitioning to the serious topic of the escalating conflict in Ukraine. The speakers analyze the resilience of Ukrainian forces against the Russian invasion, the implications of military actions, and the risks surrounding nuclear facilities in the region. They also caution against disinformation and reckless political rhetoric, emphasizing the complex and urgent nature of the ongoing crisis.

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Episode notes

0:00 David Sacks: Man for the people

0:50 Escalating tensions over Russia/Ukraine; nuclear scare; evolving forms of warfare

16:27 Assessing impact of economic sanctions: first, second and third-order effects; exit ramps for Putin and Russia

34:23 Reflecting on if taking NATO expansion off the table would have prevented war; Putin's risk of ruin; lessons learned so far

46:12 New version of economic warfare; possibility of a regime change; comparisons to the Cuban Missile Crisis; realist vs. idealist; lessons for Taiwan

1:05:22 Market impact, increased volatility, thinking in decades, managing risk

1:19:22 Car T-cell therapy breakthroughs and approvals; CRISPR patent controversy; Sacks makes a final point

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