Episodes (Page 18)
E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
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Brad Gerstner discusses late-stage VC markdowns and market strategy.
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Discusses Russia/Ukraine war status, sanctions, and potential food shortages.
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Deep dive into Russia/Ukraine conflict escalation and risk factors.
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Emergency pod reacting to Russia's invasion of Ukraine.
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Trudeau invokes emergency powers against trucker protests.
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Revisits Joe Rogan controversy and Canadian truckers' protest.
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Ryan Petersen explains supply chain issues and solutions.
E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more
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Reflects on VC markup dynamics and bad investment decisions.
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Reacts to E63, discusses FTC antitrust enforcement.
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Discusses Oath Keeper indictments and Capitol riots.
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Elizabeth Holmes verdict detailed, exploring Theranos's fraud origins and broken promises.
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Predictions for 2022's biggest political and business winners and losers.
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The 2021 Bestie Awards celebrate winners and losers across politics, business, and tech.
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Theorizing Twitter's content warning algorithm after Sacks's content was flagged.
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Breaking down the 6.8% CPI number and reflecting on past inflation predictions.
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Understanding the Omicron variant and its potential impact.
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Examining the implications and shortcomings of Constitution DAO.
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Discussing how to value crypto projects and general investing principles.
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Analyzing spread trading in big tech, highlighting the power of Google and Microsoft.
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Discussing the proposed "Wealth Tax" and its implications.