E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more

0:00 Jason's new "family office" and Sacks' new strategy
2:39 Understanding where all sides stand in the Russia/Ukraine War three weeks in
15:21 Sanctions risking a major food shortage: possible solutions, how we got here, creating distributed manufacturing and supply chains, capitalist incentives flipping
34:59 Breaking down the second- and third-order effects of the massive sanctions on Russia; best case/worst case outcomes for this new form of economic warfare, deglobalization
49:26 US economy big picture outlook: inflation, rising rates, decreasing uncertainty potentially a bullish sign in public markets; how that flows to private markets
1:02:06 Rewriting foreign policy playbooks

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Intro Video Credit:
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Referenced in the show:
https://www.nytimes.com/2022/03/16/us...
https://www.axios.com/zelensky-russia...
https://www.independent.co.uk/news/wo...
/ 1504601558184517637
https://uscnpm.org/2022/03/12/hu-wei-...
https://www.washingtonpost.com/nation...
/ 1504824837964926981
/ 1504618754784735232
https://www.ft.com/content/7b341e46-d...
https://www.nbcnews.com/science/envir...
https://www.agweb.com/news/policy/pol...
https://www.eia.gov/outlooks/steo/ima...
https://www.agriculture.com/news/busi...
https://www.marketwatch.com/investing...
/ 1504214235114577926
https://www.bls.gov/charts/consumer-p...
https://www.cnbc.com/2022/03/10/there...
https://www.nytimes.com/live/2022/03/...
/ 1503989745939980292
https://www.bbc.com/news/world-europe...
https://www.usnews.com/news/world/art...
https://www.bloomberg.com/news/articl...
https://theintercept.com/2022/03/15/u...
https://www.cnn.com/2021/09/01/politi...
https://www.whitehouse.gov/briefing-r...
https://www.state.gov/u-s-ukraine-cha...
https://www.amazon.com/Changing-World...
https://www.salon.com/2021/01/19/who-...

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