E65 ‼️
-- VC markup dynamics
-- US/Russia tensions over Ukraine
-- Markets: J-Pow's comments, pricing in rate hikes, real risks
-- Altos Labs $3B raise
-- mafia, punching up
🔊: apple.co/34hukBc
📺: bit.ly/alline65yt
Conversation
the yacht is RED team papa Sacks
GIF
read image description
ALT
1
Disappointed to not hear any discussion on free speech and censorship, which has been a dominant narrative for weeks between Spotify & Substack.
I almost get the impression you guys are afraid of bringing up Rogan and this issue. 😅
Bill Maher is even tackling it.
7
Replying to
The US troops are not going to Ukraine, but to other NATO states. Other important factors are ignored, like the Crimean drought, the historical context of “Ukraine” relative to Russia/USSR in the eyes of Putin, and the actual demands by Russia.
2
12
One more bad week of wrong takes and half truths to your massive audience and I’ll have to quit! Geopolitics are not working for this pod.
2
6
Show replies
3:58 Friedberg found the best leading indicator for stonks "Chamath Clothing Index" Chamath not caring about wardrobe == healthy growing market; Chamath expensive wardrobe == bubble and crash imminent 😂
9
Thanks for this episode 65 - you are crushing it!
... according to the risks in the #StockMarket, a #stockmarketcrash is even worse ... 😂
3
Zo why the US and Ukraine is a thing? The Budapest Memorandum on Security Assurances refers to political agreement signed at 1994 to provide security assurances by its signatories relating to Ukraine giving up its nuclear weapon. The US, the UK and Russia provided guarantee, aha
1
6
You guys trying to make Putin look better and rationalize with his choice to be threatened by NATO while it was his decision to invade Ukraine in 2014..you know, it's beyond hypocrisy.
12