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

0:00 David Sacks: Man for the people <p>0:50 Escalating tensions over Russia/Ukraine; nuclear scare; evolving forms of warfare</p> <p>16:27 Assessing impact of economic sanctions: first, second and third-order effects; exit ramps for Putin and Russia</p> <p>34:23 Reflecting on if taking NATO expansion off the table would have prevented war; Putin's risk of ruin; lessons learned so far</p> <p>46:12 New version of economic warfare; possibility of a regime change; comparisons to the Cuban Missile Crisis; realist vs. idealist; lessons for Taiwan</p> <p>1:05:22 Market impact, increased volatility, thinking in decades, managing risk</p> <p>1:19:22 Car T-cell therapy breakthroughs and approvals; CRISPR patent controversy; Sacks makes a final point</p> <p>Follow the besties:</p> <p><a href= "https://twitter.com/chamath">https://twitter.com/chamath</a></p> <p><a href= "https://linktr.ee/calacanis">https://linktr.ee/calacanis</a></p> <p><a href= "https://twitter.com/DavidSacks">https://twitter.com/DavidSacks</a></p> <p><a href= "https://twitter.com/friedberg">https://twitter.com/friedberg</a></p> <p>Follow the pod:</p> <p><a href= "https://twitter.com/theallinpod">https://twitter.com/theallinpod</a></p> <p><a href= "https://linktr.ee/allinpodcast">https://linktr.ee/allinpodcast</a></p> <p>Intro Music Credit:</p> <p><a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a></p> <p><a href= "https://twitter.com/yung_spielburg">https://twitter.com/yung_spielburg</a></p> <p>Intro Video Credit:</p> <p><a href= "https://twitter.com/TheZachEffect">https://twitter.com/TheZachEffect</a></p> <p>Referenced in the show:</p> <p><a href= "https://twitter.com/phildstewart/status/1499535843207389186">https://twitter.com/phildstewart/status/1499535843207389186</a></p> <p><a href= "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.onmanorama.com/news/world/2022/03/04/garry-kasparov-former-world-chess-champion-attacks-russian-president-vladimir-putin-ukraine-invasion-twitter.html</a></p> <p><a href= "https://www.express.co.uk/news/world/1574056/world-war-3-russia-ukraine-vladimir-putin-fiona-hill-us-national-security-council"> https://www.express.co.uk/news/world/1574056/world-war-3-russia-ukraine-vladimir-putin-fiona-hill-us-national-security-council</a></p> <p><a href= "https://www.reuters.com/business/aerospace-defense/nato-meets-ukraine-calls-no-fly-zone-hinder-russia-2022-03-04"> https://www.reuters.com/business/aerospace-defense/nato-meets-ukraine-calls-no-fly-zone-hinder-russia-2022-03-04</a></p> <p><a href= "https://twitter.com/TimothyDSnyder/status/1499587642115117059">https://twitter.com/TimothyDSnyder/status/1499587642115117059</a></p> <p><a href= "https://www.nytimes.com/2022/03/02/opinion/ukraine-russia-war-zelensky.html"> https://www.nytimes.com/2022/03/02/opinion/ukraine-russia-war-zelensky.html</a></p> <p><a href= "https://www.google.com/finance/quote/LUKOY:OTCMKTS">https://www.google.com/finance/quote/LUKOY:OTCMKTS</a></p> <p><a href= "https://oec.world/en/profile/hs92/wheat">https://oec.world/en/profile/hs92/wheat</a></p> <p><a href= "https://twitter.com/balajis/status/1498873063378612227">https://twitter.com/balajis/status/1498873063378612227</a></p> <p><a href= "https://twitter.com/LindseyGrahamSC/status/1499574209567199235">https://twitter.com/LindseyGrahamSC/status/1499574209567199235</a></p> <p><a href= "https://www.nytimes.com/2022/03/04/world/europe/lindsey-graham-putin-russia.html"> https://www.nytimes.com/2022/03/04/world/europe/lindsey-graham-putin-russia.html</a></p> <p><a href= "https://twitter.com/biancoresearch/status/1499385705591709698">https://twitter.com/biancoresearch/status/1499385705591709698</a></p> <p><a href= "https://www.politico.eu/article/ukraine-war-russia-germany-still-blocking-arms-supplies/"> https://www.politico.eu/article/ukraine-war-russia-germany-still-blocking-arms-supplies/</a></p> <p><a href= "https://www.reuters.com/business/aerospace-defense/germany-hike-defense-spending-scholz-says-further-policy-shift-2022-02-27/"> https://www.reuters.com/business/aerospace-defense/germany-hike-defense-spending-scholz-says-further-policy-shift-2022-02-27/</a></p> <p><a href= "https://www.reuters.com/business/sustainable-business/germany-aims-get-100-energy-renewable-sources-by-2035-2022-02-28/"> https://www.reuters.com/business/sustainable-business/germany-aims-get-100-energy-renewable-sources-by-2035-2022-02-28/</a></p> <p><a href= "https://www.nytimes.com/2022/02/28/world/europe/switzerland-russian-assets-freeze.html"> https://www.nytimes.com/2022/02/28/world/europe/switzerland-russian-assets-freeze.html</a></p> <p><a href= "https://www.thedefensepost.com/2022/02/28/sweden-arms-ukraine/">https://www.thedefensepost.com/2022/02/28/sweden-arms-ukraine/</a></p> <p><a href= "https://www.nato.int/docu/update/2008/04-april/e0403h.html">https://www.nato.int/docu/update/2008/04-april/e0403h.html</a></p> <p><a href= "https://www.nbcnews.com/politics/2016-election/biography-george-h-w-bush-slams-iron-ass-cheney-rumsfeld-n457911"> https://www.nbcnews.com/politics/2016-election/biography-george-h-w-bush-slams-iron-ass-cheney-rumsfeld-n457911</a></p> <p><a href= "https://www.youtube.com/watch?v=JrMiSQAGOS4">https://www.youtube.com/watch?v=JrMiSQAGOS4</a></p> <p><a href= "https://data.worldbank.org/indicator/NY.GDP.MKTP.CD?locations=RU">https://data.worldbank.org/indicator/NY.GDP.MKTP.CD?locations=RU</a></p> <p><a href= "https://twitter.com/shellenbergermd/status/1499386637066727424">https://twitter.com/shellenbergermd/status/1499386637066727424</a></p> <p><a href= "https://bariweiss.substack.com/p/the-wests-green-delusions-empowered?s=r"> https://bariweiss.substack.com/p/the-wests-green-delusions-empowered?s=r</a></p> <p><a href= "https://www.npr.org/2022/03/04/1084580235/russia-blocks-facebook-twitter"> https://www.npr.org/2022/03/04/1084580235/russia-blocks-facebook-twitter</a></p> <p><a href= "https://www.nytimes.com/2022/03/03/technology/ukraine-war-misinfo.html"> https://www.nytimes.com/2022/03/03/technology/ukraine-war-misinfo.html</a></p> <p><a href= "https://twitter.com/Ukraine/status/1497834538843660291">https://twitter.com/Ukraine/status/1497834538843660291</a></p> <p><a href= "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://www.indiatoday.in/fact-check/story/fact-check-russia-ukraine-war-old-woman-not-giving-invading-russian-soldiers-the-finger-1920479-2022-03-04</a></p> <p><a href= "https://twitter.com/chamath/status/1496998762496946203">https://twitter.com/chamath/status/1496998762496946203</a></p> <p><a href= "https://twitter.com/morganhousel/status/1499484089082007552">https://twitter.com/morganhousel/status/1499484089082007552</a></p> <p><a href= "https://www.reuters.com/markets/europe/euro-pinned-war-stokes-stagflation-fears-2022-03-03/"> https://www.reuters.com/markets/europe/euro-pinned-war-stokes-stagflation-fears-2022-03-03/</a></p> <p><a href= "https://twitter.com/zekejmiller/status/1499739582115553281">https://twitter.com/zekejmiller/status/1499739582115553281</a></p> <p><a href= "https://www.nbcchicago.com/news/national-international/wheat-corn-prices-surge-amid-russias-invasion-of-ukraine/2774260/"> https://www.nbcchicago.com/news/national-international/wheat-corn-prices-surge-amid-russias-invasion-of-ukraine/2774260/</a></p> <p><a href= "https://www.myelomacrowd.org/janssen-s-cilta-cel-car-t-receives-fda-approval-for-relapsed-multiple-myeloma/"> https://www.myelomacrowd.org/janssen-s-cilta-cel-car-t-receives-fda-approval-for-relapsed-multiple-myeloma/</a></p> <p><a href= "https://www.reuters.com/business/healthcare-pharmaceuticals/fda-approves-jjs-cell-based-multiple-myeloma-therapy-blood-cancer-treatment-wsj-2022-03-01/"> https://www.reuters.com/business/healthcare-pharmaceuticals/fda-approves-jjs-cell-based-multiple-myeloma-therapy-blood-cancer-treatment-wsj-2022-03-01/</a></p> <p><a href= "https://www.fiercebiotech.com/research/a2-bios-activator-blocker-car-t-cell-therapies-show-early-promise-solid-cancers"> https://www.fiercebiotech.com/research/a2-bios-activator-blocker-car-t-cell-therapies-show-early-promise-solid-cancers</a></p> <p><a href= "https://www.wsj.com/articles/crispr-patent-gene-editing-dispute-11646187911"> https://www.wsj.com/articles/crispr-patent-gene-editing-dispute-11646187911</a></p> <p><a href= "https://twitter.com/MZHemingway/status/1499588624664657926">https://twitter.com/MZHemingway/status/1499588624664657926</a></p> <p> </p>