E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more

E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more

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0:00 Jason's new "family office" and Sacks' new strategy
2:39 Understanding where all sides stand in the Russia/Ukraine War three weeks in
15:21 Sanctions risking a major food shortage: possible solutions, how we got here, creating distributed manufacturing and supply chains, capitalist incentives flipping
34:59 Breaking down the second- and third-order effects of the massive sanctions on Russia; best case/worst case outcomes for this new form of economic warfare, deglobalization
49:26 US economy big picture outlook: inflation, rising rates, decreasing uncertainty potentially a bullish sign in public markets; how that flows to private markets
1:02:06 Rewriting foreign policy playbooks

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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg

Intro Video Credit:
https://twitter.com/TheZachEffect

Referenced in the show:
https://www.nytimes.com/2022/03/16/us/politics/russia-troop-deaths.html
https://www.axios.com/zelensky-russian-invasion-ukraine-ea623eb5-4a14-4458-9640-af981081e4a4.html
https://www.independent.co.uk/news/world/americas/russia-ukraine-invasion-francis-fukuyama-b2035413.html
https://twitter.com/davidfrum/status/1504601558184517637
https://uscnpm.org/2022/03/12/hu-wei-russia-ukraine-war-china-choice/
https://www.washingtonpost.com/national-security/2022/03/16/ukraine-zelensky-information-war/
https://twitter.com/RichardHanania/status/1504824837964926981
https://twitter.com/ClintEhrlich/status/1504618754784735232
https://www.ft.com/content/7b341e46-d375-4817-be67-802b7fa77ef1
https://www.nbcnews.com/science/environment/first-drought-now-war-global-wheat-supplies-peril-rcna19298
https://www.agweb.com/news/policy/politics/if-you-think-fertilizer-prices-are-bad-now-heres-why-china-could-make
https://www.eia.gov/outlooks/steo/images/Fig4.png
https://www.agriculture.com/news/business/skyrocketing-fertilizer-prices-gouge-farmer-profits-groups-blame-consolidation
https://www.marketwatch.com/investing/future/cu22
https://twitter.com/ianbremmer/status/1504214235114577926
https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm
https://www.cnbc.com/2022/03/10/there-are-more-than-11-million-open-jobs-in-america-right-now.html
https://www.nytimes.com/live/2022/03/16/business/fed-meeting-interest-rates
https://twitter.com/DavidSacks/status/1503989745939980292
https://www.bbc.com/news/world-europe-26079957
https://www.usnews.com/news/world/articles/2021-06-16/the-latest-kremlin-official-says-summit-will-not-be-easy
https://www.bloomberg.com/news/articles/2021-06-14/biden-says-ukraine-has-work-to-do-on-corruption-to-get-into-nato
https://theintercept.com/2022/03/15/ukraine-russia-war-sovereignty-negotiations/
https://www.cnn.com/2021/09/01/politics/ukraine-volodymyr-zelensky-biden-white-house/index.html
https://www.whitehouse.gov/briefing-room/statements-releases/2021/09/01/joint-statement-on-the-u-s-ukraine-strategic-partnership/
https://www.state.gov/u-s-ukraine-charter-on-strategic-partnership/
https://www.amazon.com/Changing-World-Order-Nations-Succeed/dp/1982160276/
https://www.salon.com/2021/01/19/who-is-victoria-nuland-a-really-bad-idea-as-a-key-player-in-bidens-foreign-policy-team/

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