Send us a textAs the clock runs down to Monday's sanctions deadline for Russian airlines to hand back more than 450 leased planes worth almost $10 billion, foreign lessors are fast losing hope that they will get their planes back. As the owners rushed to repossess the planes, the Kremlin moved quickly to block this by passing a law allowing foreign airplanes ... Show More
Aug 12
Sales Down, Pay Up: Inside Tesla’s Strange New Reality!
Tesla’s sales are falling across the globe—from the UK to China to California. So why did the board just hand Elon Musk a $29 billion pay package? In this video, we break down the contradictions at the heart of Tesla’s current moment: collapsing demand, the Cybertruck debacle, th ... Show More
31m 37s
Mar 2022
How much is the Ukraine war costing Russia?
Munitions, equipment losses, sanctions, isolation - Vladimir Putin's decision to invade has come with a rapidly increasing price tag. Just the cost of prosecuting the war is proving astronomical, as Edward Arnold of military think tank RUSI tells Ed Butler. Then there's the econo ... Show More
18m 4s
Jan 2023
Business and conscription in Russia
Victoriya Holland investigates how businesses in Russia are surviving, as tens of thousands of men of working age are called up by the government to fight in the illegal war against Ukraine.On the 21st September 2022, the Russian President, Vladimir Putin, announced a partial mob ... Show More
18m 29s
Mar 2022
E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more
0:00 David Sacks: Man for the people 0:50 Escalating tensions over Russia/Ukraine; nuclear scare; evolving forms of warfare 16:27 Assessing impact of economic sanctions: first, second and third-order effects; exit ramps for Putin and Russia 34:23 Reflecting on if taking NATO expa ... Show More
1h 35m
Mar 2022
E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
0:00 Bestie Guestie Brad Gerstner is filling in for Friedberg 1:34 Understanding public SaaS and Internet multiples, Instacart's cuts its valuation by 40%, understanding reality of overvalued late-stage companies 21:52 Capital allocators at fault, how crossover funds are reacting ... Show More
1h 36m
Mar 2022
Why Russia Hasn’t Defeated Ukraine
After invading, Russia’s military was expected to sweep through Ukraine within a few days, quickly seizing the capital, Kyiv, and installing a pro-Moscow government.It hasn’t worked out that way.Now, with Russia’s advance stalling, there are signs that President Vladimir V. Putin ... Show More
30m 28s