Perhaps the most interesting episode so far. Byrne Hobart writes at thediff.co, analyzing inflections in finance and tech. He explains: * What happened at FTX * How drugs have induced past financial bubbles * How to be long AI while hedging Taiwan invasion * Whether Musk’s Twitter takeover will succeed * Where to find the next Napoleon and LBJ * & ultimately how society can deal with those who seek domination and recognition Watch on YouTube. Listen on Apple Podcasts, Spotify, or any other podcast platform. Read the full transcript here. Follow me on Twitter for updates on future episodes. Timestamps:

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