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"We don't need aging institutions to pave the way for 21st-century dynamism. What we need is will. And audacity." We riff on Katherine Boyle's incredible piece calling on America to do what it does best- build.
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We watch legendary investor Peter Thiel's keynote to open up the Bitcoin 2022 Conference. Argue with my man's politics sure, but the guy is an unequivocal cobra. tl;dr he's long Bitcoin and short boomers.
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Russia's invasion of Ukraine has exposed the necessity of fossil fuel security. We riff on a 2003 Economist piece entitled "The end of the Oil Age" and smash it against the reality of today. The end of the Oil Age, 2003 Why energy insecurity is here to stay, 2022
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Under bullshit pretenses, thug Putin has invaded the democratic, free, sovereign, absolute right-to-exist Ukraine. This is just as much about China, as it is about Russia. This is just as much about Taiwan, as it is about Ukraine. Russia and China are evil. They seek to destroy the international rules based order. Enough is enough. Free and democratic nations everywhere must ally to face head on the existential threat match made in hell that is Russia and China.
The free and just world is with you Ukraine, keep fighting.
Would love to hear from you. Rate, comment, subscribe on Apple Podcasts and for the video edition- YouTube. Follow me on Twitter and Instagram where I always post when a new show drops.
Riff on Moxie Marlinspike's Web3 critique and Vitalik Buterin's response.
Would love to hear from you. Rate, comment, subscribe on Apple Podcasts and for the video edition- YouTube. Follow me on Twitter, Instagram, TikTok where I always post when a new show drops.
Would love to hear from you. Rate, comment, subscribe on Apple Podcasts and for the video edition- YouTube. Follow me on Twitter, Instagram, TikTok where I always post when a new show drops.
In his latest memo Howard Marks covers how businesses and investing are changing, inflation and deflation, democracy in America, the role of the Fed, China, and my personal favorite- how the boomers fucked us. Howard is phenomenal at framing large macro trends without assuming he has all the answers.
Would love to hear from you. Rate, comment, subscribe on Apple Podcasts and for the video edition- YouTube. Follow me on Twitter, Instagram, TikTok where I always post when a new show drops.
For the first time in thirty-three years, one of eleven surviving copies of the Official Edition from the Constitutional Convention will be publicly auctioned by Sotheby's. It is the only copy that is still owned by private collectors. The proceeds from the auction will be given to a charity that has been established by the current owner. ConstitutionDAO is a DAO that is pooling together money to win this auction. We intend to put The Constitution in the hands of The People.
Would love to hear from you. Rate, comment, subscribe on Apple Podcasts and for the video edition- YouTube. Follow me on Twitter, Instagram, TikTok where I always post when a new show drops.
Google has entered the ring alongside Microsoft, Amazon, and Oracle to bid for Department of Defense's Joint Warfighting Cloud Capability contract. You may remember back in 2018 when Google employees protested Project Maven, a Google DoD AI project that among other things sought to increase the accuracy of drone strikes. Google did not renew that contract but now they are back in earnest. Good. China and Russia seek to destroy us and the rules based global order that has lead to the most progress in the history of humanity. We need our best companies and smartest minds on this.
Would love to hear from you. Rate, comment, subscribe on Apple Podcasts and for the video edition- YouTube. Follow me on Twitter, Instagram, TikTok where I always post when a new show drops.
Facebook announced they are renaming their company to "Meta" as they shift their focus to the metaverse (think VR). This is a seismic bet Zuckerberg is making. Something that only a founder would have the leeway to do. I'm skeptical but history is riddled with people who lost betting against Zuck. If anyone can do it, it's him. Strap in.
Would love to hear from you. Rate, comment, subscribe on Apple Podcasts and for the video edition- YouTube. Follow me on Twitter, Instagram, TikTok where I always post when a new show drops.
The podcast currently has 80 episodes available.