Mar 5, 2022
0:00 David Sacks: Man for the people
0:50 Escalating tensions over Russia/Ukraine; nuclear scare; evolving forms of warfare
16:27 Assessing impact of economic sanctions: first, second and third-order effects; exit ramps for Putin and Russia
34:23 Reflecting on if taking NATO expansion off the table would have prevented war; Putin's risk of ruin; lessons learned so far
46:12 New version of economic warfare; possibility of a regime change; comparisons to the Cuban Missile Crisis; realist vs. idealist; lessons for Taiwan
1:05:22 Market impact, increased volatility, thinking in decades, managing risk
1:19:22 Car T-cell therapy breakthroughs and approvals; CRISPR patent controversy; Sacks makes a final point
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Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/phildstewart/status/1499535843207389186
https://twitter.com/TimothyDSnyder/status/1499587642115117059
https://www.nytimes.com/2022/03/02/opinion/ukraine-russia-war-zelensky.html
https://www.google.com/finance/quote/LUKOY:OTCMKTS
https://oec.world/en/profile/hs92/wheat
https://twitter.com/balajis/status/1498873063378612227
https://twitter.com/LindseyGrahamSC/status/1499574209567199235
https://www.nytimes.com/2022/03/04/world/europe/lindsey-graham-putin-russia.html
https://twitter.com/biancoresearch/status/1499385705591709698
https://www.politico.eu/article/ukraine-war-russia-germany-still-blocking-arms-supplies/
https://www.nytimes.com/2022/02/28/world/europe/switzerland-russian-assets-freeze.html
https://www.thedefensepost.com/2022/02/28/sweden-arms-ukraine/
https://www.nato.int/docu/update/2008/04-april/e0403h.html
https://www.youtube.com/watch?v=JrMiSQAGOS4
https://data.worldbank.org/indicator/NY.GDP.MKTP.CD?locations=RU
https://twitter.com/shellenbergermd/status/1499386637066727424
https://bariweiss.substack.com/p/the-wests-green-delusions-empowered?s=r
https://www.npr.org/2022/03/04/1084580235/russia-blocks-facebook-twitter
https://www.nytimes.com/2022/03/03/technology/ukraine-war-misinfo.html
https://twitter.com/Ukraine/status/1497834538843660291
https://twitter.com/chamath/status/1496998762496946203
https://twitter.com/morganhousel/status/1499484089082007552
https://www.reuters.com/markets/europe/euro-pinned-war-stokes-stagflation-fears-2022-03-03/
https://twitter.com/zekejmiller/status/1499739582115553281
https://www.wsj.com/articles/crispr-patent-gene-editing-dispute-11646187911
https://twitter.com/MZHemingway/status/1499588624664657926