Katherine Boyle on the Case for American Seriousness
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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 calling on America to do what it does best- build. Would love to hear from you. Rate, comment, subscribe on and for the video edition- . Follow me on and where I always post when a new show drops.
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Local Crypto Neckbeard Reacts to Peter Thiel's Bitcoin Keynote
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We watch legendary investor Peter Thiel's 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. Would love to hear from you. Rate, comment, subscribe on and for the video edition- . Follow me on and where I always post when a new show drops.
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Oil is the new Oil
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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. , 2003 , 2022 Would love to hear from you. Rate, comment, subscribe on and for the video edition- . Follow me on and where I always post when a new show drops.
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Thug Putin Invades Ukraine
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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 and for the...
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Moxie Big Times Web3
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Riff on Moxie Marlinspike's Web3 and Vitalik Buterin's . Would love to hear from you. Rate, comment, subscribe on and for the video edition- . Follow me on , where I always post when a new show drops.
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Morgan Housel: How This All Happened
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Riff on Morgan Housel's excellent on how the US economy has developed post WWII. Shifting from a tide that raised all boats to one that increasingly raising only some. Also add from The Economist showing social mobility in America is declining. Be careful of charlatans offering quick fixes. In an economic, business, and geopolitical landscape that looks like nothing we've ever dealt with- it's with a sober mind we must approach these discussions. Let's riff. Would love to hear from you. Rate, comment, subscribe on and for the video edition- . Follow me on , where I always post when a new...
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Howard Marks Memo: The Winds of Change
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In his latest 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 and for the video edition- . Follow me on , where I always post when a new show drops.
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Constitution DAO is Bidding on an Official Copy of the Constitution
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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 and for the video edition- . Follow me on , where I always...
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Google Bids for DoD Contract
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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...
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Facebook Rebrands to Meta
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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 and for the video edition- . Follow me on , where I always post when a new show drops.
info_outlineHistory has been made. The SEC has approved a Bitcoin ETF. Standard retail brokerage accounts in the foremost capital market in the world can now gain exposure to Bitcoin. It will be available as early as next week. You may ask yourself why a Bitcoin ETF matters if you can just buy Bitcoin on an exchange like Coinbase. Two reasons. First, many retail investors don't have crypto exchange accounts. This will give those with your standard brokerages like Charles Schwab and Etrade a way to trade Bitcoin. Secondly, this is nod by the SEC, that a Bitcoin ETF is safe for investors. This is a huge step in the maturing of Bitcoin and the cryptocurrency market in general. Bitcoin just keeps becoming more and more relevant. Step by step. Thank you Matt Levine for your excellent rundown.
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