Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10
Introduction
00:00 • 2min
Is the Ipo Game a Value Game?
02:09 • 2min
The Next Block Post on Chinese Stack Companies
04:37 • 2min
What's Your Take on the Li C I Pi?
06:44 • 4min
What's Going to Happen to Risk Capital This Year?
10:17 • 3min
Spacks Are a Bad Idea That Got to Big
12:56 • 2min
Central Bankers as Insane
14:51 • 3min
Is It the Central Bankers Responsibility to Be Your Nanny?
18:11 • 4min
Macro Story
21:43 • 2min
Risk Capital and the Russia Ukraine Conflict
23:26 • 4min