Background

E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more

All-In with Chamath, Jason, Sacks & Friedberg4 de marzo de 202201:35:54
Compartir episodio:Descargar

Descripción del Episodio

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

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://twitter.com/phildstewart/status/1499535843207389186

https://www.onmanorama.com/news/world/2022/03/04/garry-kasparov-former-world-chess-champion-attacks-russian-president-vladimir-putin-ukraine-invasion-twitter.html

https://www.express.co.uk/news/world/1574056/world-war-3-russia-ukraine-vladimir-putin-fiona-hill-us-national-security-council

https://www.reuters.com/business/aerospace-defense/nato-meets-ukraine-calls-no-fly-zone-hinder-russia-2022-03-04

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.reuters.com/business/aerospace-defense/germany-hike-defense-spending-scholz-says-further-policy-shift-2022-02-27/

https://www.reuters.com/business/sustainable-business/germany-aims-get-100-energy-renewable-sources-by-2035-2022-02-28/

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.nbcnews.com/politics/2016-election/biography-george-h-w-bush-slams-iron-ass-cheney-rumsfeld-n457911

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://www.indiatoday.in/fact-check/story/fact-check-russia-ukraine-war-old-woman-not-giving-invading-russian-soldiers-the-finger-1920479-2022-03-04

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.nbcchicago.com/news/national-international/wheat-corn-prices-surge-amid-russias-invasion-of-ukraine/2774260/

https://www.myelomacrowd.org/janssen-s-cilta-cel-car-t-receives-fda-approval-for-relapsed-multiple-myeloma/

https://www.reuters.com/business/healthcare-pharmaceuticals/fda-approves-jjs-cell-based-multiple-myeloma-therapy-blood-cancer-treatment-wsj-2022-03-01/

https://www.fiercebiotech.com/research/a2-bios-activator-blocker-car-t-cell-therapies-show-early-promise-solid-cancers

https://www.wsj.com/articles/crispr-patent-gene-editing-dispute-11646187911

https://twitter.com/MZHemingway/status/1499588624664657926

Episodios Recientes

E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more

Más podcasts de Sociedad y Cultura

Ver toda la categoría →
熊熊翻唱记录(AI周棋洛)

熊熊翻唱记录(AI周棋洛)

By shows

手游恋与制作人-周棋洛AI翻唱,仅娱乐用/随缘更新

El que pueda que empate

El que pueda que empate

By shows

El Mundial de fútbol 2026 con Axel Torres, Bruno Alemany y Antonio Romero. Lunes, miércoles y viernes escucha a este tridente que ya quisieran empatar con ellos Messi, Lamine y Mbappé.

To Catch a Thief: North Korea On Our Payroll

To Catch a Thief: North Korea On Our Payroll

By shows

American companies are being infiltrated—not by hackers breaking in, but by workers.  Thousands of North Korean operatives are applying to jobs across the U.S.—and getting them. They are embedding themselves at Fortune 500 companies. Government agencies. Critical infrastructure. Even the firms tasked with stopping this threat. To Catch a Thief: North Korea On Our Payroll is a first-of-its-kind audio documentary exposing this global labor pipeline—one that is quietly funneling hundreds of millions of dollars a year back to the regime, and its nuclear weapons program.  Host Nicole Perlroth, bestselling author and former lead cybersecurity and digital espionage reporter for The New York Times, takes listeners inside this hidden network—from a rare, inside look at a North Korean IT worker on the job, to interviews with defectors who escaped it, to knocking on the doors of Americans hosting “laptop farms” on North Korea's behalf. Along the way, the series reveals how this playbook is creating a hiring freeze for American workers, in a challenging job market. And how it has metastasized—adopted by cybercriminal groups and fraud networks around the world—blurring the line between nation-state espionage and organized crime. To Catch a Thief is co-produced by Nicole Perlroth and Rubrik in partnership with Pod People.  To Catch a Thief was written and produced by Nicole Perlroth, along with Khrista Rypl, TJ Raphaël, Rebecca Chaisson and Sam Gebauer. Additional thanks to Allie Pinel, Fendall Fulton, Krissy Clark, Cai Lee, Eunice Park and Aimee Machado. Editing and Sound Design by Erica Huang. Art direction and design by Ben Long, Gareth Strange and Sarah Burley at the John & Jane Agency, and support from John Leestma. 

El Rincón De Los Errores

El Rincón De Los Errores

By shows

<p>Sean todos bienvenidos a este nuevo espacio donde vamos a aprender de los errores.</p><br><p>Conoceremos ese rincón de aquellos personajes que estamos acostumbrados a ver en los medios de comunicación, pero que al igual que cualquier otra persona, han cruzado sus propios desiertos, sacando lo mejor de lo vivido.</p><br><p>Es por medio de nuestros fallos que hemos crecido y nos hemos convertido en personas más sensibles, empáticas y con menos apariencias, por eso <a href="https://www.instagram.com/marimarvega/?hl=en" rel="noopener noreferrer" target="_blank">Marimar Vega </a>y <a href="https://www.instagram.com/efrenmartinezo/?hl=en" rel="noopener noreferrer" target="_blank">Efrén Martinez</a> han creado este lugar, en el cual podemos aprender después de habernos equivocado.</p><br><p>Bienvenidos, al Rincón de los Errores.</p><br><p>🎙️El Rincón de los Errores hace parte de la network de Dudas Media.</p><p>Para alianzas y colaboraciones, escríbenos a <a href="mailto:[email protected]" rel="noopener noreferrer" target="_blank"><strong>[email protected]</strong></a></p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>

Hidden History with Dr. Harini Bhat

Hidden History with Dr. Harini Bhat

By shows

Some questions don't have answers. Yet.Dr. Harini Bhat is a clinical pharmacist and science storyteller obsessed with questions that don't have answers. Every week she unravels real events from history that still can't be fully explained. Mass hysterias. Medical oddities. Vanished civilizations. Strange signals. Unexplained phenomena that keep repeating, centuries apart, as if history is trying to tell us something.Hidden History doesn't dismiss ancient events as myth or superstition. It treats them as incomplete case files, shaped by the limits of knowledge, technology, and record-keeping. Because the unknown isn't a failure of explanation. It's a constant in human experience, one that evolves, repeats, and sometimes deepens the more we learn.Hidden History is a Rewind Original, powered by PAVE Studios. Listen on Apple Podcasts, Spotify, or watch on YouTube ⁠@hiddenhistorypod⁠. For more, follow ⁠@RewindStudios⁠ on Instagram.

Expedientes del más allá

Expedientes del más allá

By shows

Expedientes del más allá, es un viaje a través de seis historias llenas de tragedia, de misterio y de oscuridad. Dos periodistas recorren algunos de los lugares más encantados de nuestro país, viviendo los sucesos extraños que allí se producen y hablando con los protagonistas de unos fenómenos que marcaron sus vidas para siempre. Porque si el más allá existe, a veces se manifiesta de manera poco amable...

Skin in the Game

Skin in the Game

By shows

El podcast de inversiones donde los hosts tienen capital real en juego en lo que dicen. Javier Morodo, Miguel Olea, Allan Cassis y Jorge Combe revelan cada semana qué están haciendo con su dinero, en respuesta a los temas más relevantes de la coyuntura global. Inversiones reales, capital privado, venture, deuda, real estate, tecnología de frontera y geopolítica. Desde la perspectiva de quienes operan, no de quienes analizan. 📌 Nuevo episodio cada jueves a las 6am CDMX. Las opiniones son gratis. El portafolio no miente.

Dr. Death

Dr. Death

By shows

<p>Dr. John Schneider rode into town like a character out of a Western: an outsider on a Harley-Davidson, in trademark cowboy boots. He promised relief to patients suffering in Wyoming and Montana. He seemed like the hero they needed. But when surgeries go wrong and a strange letter exposes a bitter feud, medical professionals and government officials search for the truth about this cowboy doctor. They discover claims of broken bodies, bullying, fraud, and lawsuits.</p><p>From Audible, the fifth season of the hit series <em>Dr. Death</em> returns with <em>The Cowboy</em>: the story of a surgeon who took advantage of a broken system and the fight to bring him to justice.</p><p>Listen to the whole series now ad-free on Audible. Episodes are available weekly everywhere you listen to podcasts.</p><p><br></p><p><strong>Season 4: </strong>When a charismatic young doctor announces revolutionary treatments for cancer and HIV, patients from around the world turn to him for their last chance. As medical experts praise Serhat Gumrukcu’s genius, the company he co-founded rockets in value to over half a billion dollars. But when a team of researchers makes a startling discovery, they begin to suspect the brilliant doctor is hiding a secret.</p><p><strong>Season 3:</strong> Paolo is a smart and handsome surgeon, renowned for his ability to perform surgeries that transform his patients’ lives. When television producer Benita covers him for a story, he’ll transform her life too, but not in the ways she expects. As Benita crosses professional lines to be with him, she learns how far Paolo will go to protect his secrets. And halfway around the world, four doctors at a prestigious medical institute make shocking discoveries of their own that call everything into question.</p><p><strong>Season 2:</strong> If someone you love is diagnosed with cancer you want them to get the best treatment from the best doctors. In 2013, patients in Michigan thought Farid Fata was that doctor. Between his prestigious education, years of experience and pleasant bedside manner, Fata was everything you could want in a doctor. But he was not who he appeared to be. This is the story of hundreds of patients in Michigan, a doctor, and a poisonous secret.</p><p><strong>Season 1: </strong>We’re at our most vulnerable when we go to our doctors. We trust the person at the other end of that scalpel. We trust the hospital. We trust the system. Christopher Duntsch was a neurosurgeon who radiated confidence. He claimed he was the best in Dallas. If you had back pain, and had tried everything else, Dr. Duntsch could give you the spine surgery that would take your pain away. But soon his patients started to experience complications, and the system failed to protect them. Which begs the question: who - or what - is that system meant to protect? Dr. Death is a story about a charming surgeon, 33 patients and a spineless system.</p><p><br></p><p>Audible subscribers can listen to all episodes of <strong>Dr. Death</strong> ad-free right now. Join Audible today by downloading the Audible app.</p><p><br></p>