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- (00:00) - You Learn From Good Businesses and Bad Trades
- (13:45) - A Word From Our Sponsors
- (14:31) - ByteDance
- (15:00) - Clubhouse
- (15:56) - What's China Up To?
- (17:25) - The Cloud
- (18:25) - Facebook Goes More Remote
- (19:04) - Italy's Financial Engineering
