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Listen "SPACs as a Call Option on Hype"
Episode Synopsis
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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
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15/09/2025
The Autistic Half-Century
08/09/2025
Rumor Markets
02/09/2025
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