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- (00:00) - Defensive Monopolies
- (07:42) - A Word From Our Sponsors
- (09:15) - Supply Chain Disruption and Retail Membership Programs
- (10:14) - Evergrande and Unlimited Liability
- (11:14) - Alameda Goes Direct
- (12:02) - Off-Brand
- (12:43) - State-sponsored VC
