Mark and Christian discuss the Republican victory in Virginia and what is means for Democrats and Donald Trump. The FBI hits James O’Keefe of Project Veritas but not Antifa. Will Biden dump Powell as Federal Reserve boss? Why not to give to your alma matter this Christmas.

Mark and Christian discuss rapidly rising energy prices as the elite gather for the COP26 to raise them further, whether Biden is out of touch on the issue, Exxon and other increasingly woke energy companies curtailing development, Saudi Aramco’s big quarter, executives who make the mistake of listening to PR departments, Robinhood’s big miss, and the VanEck Russia ETF (RSX).

Mark and Christian discuss doubts about Trump’s new media venture. Mark is pessimistic about Taiwan’s political strategy and ability to reopen. Christian is bullish on Russia and energy, especially RSX. Mark talks up blue chips that trade in Taiwan, including TSMC, banks, and Wan Hai Lines. What is Beijing’s plan to attack Taiwan, and will it ever come to that?

Mark and Christian discuss Goldman Sachs’s love affair with Beijing and whether their love will be returned. There are growing signs that third-quarter GDP growth in the USA will be a big disappointment, which will further hurt the Biden agenda. Will Dave Chappelle ever get another Netflix special and will Taiwan ever reopen to international travel?

Mark and Christian discuss China’s real estate sector as it faces crisis with contagion from Evergrande spreading. Marines turn up in Taiwan. Is it time to bail out of all Chinese investments? The dollar bounces even as other countries raise rates. Also: the demise of Saturday Night Live and National Review, and the upcoming revival of Kids in the Hall.

Mark and Christian discuss how Biden’s much-hyped trade announcement with China underwhelms and looks like weakness right as Beijing threatens Taiwan. Evergrande gets a very Chinese bailout from a Hong Kong-listed company and Tesla redefines overpriced. JPMorgan Chase’s Jamie Dimon gets a payday because he deserves one.

Mark and Christian discuss the release of Huawei’s CFO from Canada and other signs the Biden administration is going soft on China. They also discuss Wynn Resorts (WYNN) and Las Vegas Sands (LVS) facing a shakedown in Macao and Japan saying no to gambling. Will Comcast (CMCSA)-unit MSNBC pull off a transition and is CBS ripe for one?

Mark and Christian discuss Evergrande, Fox News, Roger Ailes, Greg Gutfeld, Darden Restaurants, Amazon, Xi Jinping's left turn, and the woke attack on James Bond.

Mark Simon and Christian Whiton discuss a possible Evergrande bailout, the exposure of U.S. markets to China, red flags with Robinhood (HOOD) and Revolut, U.S. travel reopening to Europe, the Carmine kerfuffle, and why Murdoch is bringing Piers Morgan to the New York Post.