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E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more
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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Referenced in the show:
/ 1499535843207389186
https://www.onmanorama.com/news/world...
https://www.express.co.uk/news/world/...
https://www.reuters.com/business/aero...
/ 1499587642115117059
https://www.nytimes.com/2022/03/02/op...
https://www.google.com/finance/quote/...
https://oec.world/en/profile/hs92/wheat
/ 1498873063378612227
/ 1499574209567199235
https://www.nytimes.com/2022/03/04/wo...
/ 1499385705591709698
https://www.politico.eu/article/ukrai...
https://www.reuters.com/business/aero...
https://www.reuters.com/business/sust...
https://www.nytimes.com/2022/02/28/wo...
https://www.thedefensepost.com/2022/0...
https://www.nato.int/docu/update/2008...
https://www.nbcnews.com/politics/2016...
• Why is Ukraine the West's Fault? Feat...
https://data.worldbank.org/indicator/...
/ 1499386637066727424
https://bariweiss.substack.com/p/the-...
https://www.npr.org/2022/03/04/108458...
https://www.nytimes.com/2022/03/03/te...
/ 1497834538843660291
https://www.indiatoday.in/fact-check/...
/ 1496998762496946203
/ 1499484089082007552
https://www.reuters.com/markets/europ...
/ 1499739582115553281
https://www.nbcchicago.com/news/natio...
https://www.myelomacrowd.org/janssen-...
https://www.reuters.com/business/heal...
https://www.fiercebiotech.com/researc...
https://www.wsj.com/articles/crispr-p...
/ 1499588624664657926
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