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E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast
All-In with Chamath, Jason, Sacks & Friedberg
Russia's ukraine war is going to get wrecked
I own a billion dollars of russian securities. The us. Government just took it out of my portfolio that my clients owned stakes in, and gave it to the russians for free. They're gone, poof. Crazy. I think we've got likea a two level problem on this ukraine war. One is that our policy hasn't made sense. We should have been using diplomacy last year to avoid it. But there's another deeper level to the failure, which is the personnel who are implementing these policies. There has been no descent within the washinton establishment. And he was treated as a pariah by the blob in the washing establishment. He jus said
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