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- (00:00) - SPACs as a Call Option on Hype
- (10:26) - A Word From Our Sponsors
- (11:04) - More on the Twitter Hack
- (11:30) - Corruption, Liquor, and the China Bubble
- (12:25) - Q/Q^4 != Y/Y
- (13:11) - Wolf Warrior Diplomats to Puppydog Plenipotentiaries
- (15:48) - More Evidence That the Next Stimulus Round Will be Slow
- (16:54) - Keeping the Big City Network Effect Alive