0:00 Bestie intros!

1:03 SPAC updates, state of the public/private markets

20:26 US VCs have $290B in dry powder and raised a record amount in H1 2022, is the market nearing a bottom?

31:14 Risks of backing Putin into a corner, Russia's end game, conditions for conflict

50:45 Government-heavy climate plans, Dilbert/ESG backlash

1:01:20 Poker plans, chess cheating scandal

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Referenced in the show:

https://twitter.com/UncommonYield/status/1572743593508638722

https://twitter.com/Jason/status/1572399621389062145

Market View Minutes with Michelle: Oportunities with US retail stocks?