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- (00:00) - SPACs as a Call Option on Hype
(10:26) - A Word From Our Sponsors(11:04) - More on the Twitter Hack(11:30) - Corruption, Liquor, and the China Bubble(12:25) - Q/Q^4 != Y/Y(13:11) - Wolf Warrior Diplomats to Puppydog Plenipotentiaries(15:48) - More Evidence That the Next Stimulus Round Will be Slow(16:54) - Keeping the Big City Network Effect Alive