all right what oh I'm doing this again all right listen it's a two-parter you listen to the first part now this is the second part episode 76.5 if you will this is our first ever two-parter part two of our two-parter you already listened to part one of episode 76 that's Elon and Twitter lots of details
there and now we're gonna cover some more topics including the global food crisis China's plan to stockpile a bunch of food geopolitics while Around the Horn French election Germany Etc and then we'll go into details about a little bit of the drama and details pageanty parties poker all the good
stuff of the all-in summon coming soon okay enjoy the show everybody [Music] [Music] there's uh still a war raging but uh I wanted to get an update from Friedberg on the food crisis which he um predicted very early for a lot further fertilizer prices are still climbing like crazy there's been some food rioting in China
which I think is a separate issue Hill educate us in a minute Sri Lanka so what is your theory of what we're going to do from here Friedberg because I think we're all waiting for this shoe to drop and I think you predicted this is something that we would experience into the fall and into next year so
when are we going to actually see these food riots occurring and then as China's food rights have anything to do with this or does that have to do with a yeah I would put the Chinese food riots as kind of a separate localized supply chain problem related to the lockdowns got it but we're definitely uh you know
I think I mentioned last week the USDA planting report showing in the U.S how acreage is being reduced on corn and and and we're seeing this around the world where acres are coming out of production or less fertilizers being used which means Less Foods being made so everything that we predicted I mean
this is a slow train a Titanic into the iceberg that we're watching right now and it's going to continue for nine to 18 months so you know one of the questions that people are now asking which I said you know would become a really critical next step in this crisis is how are we going
to bridge the gap in calories where is the food going to come from and how are we going to feed Nations that are almost entirely dependent on Imports that are running out of food or out of food so I've mentioned this in the past the whole world runs on a 90-day food supply which means roughly
25 percent of the world's calories are in storage right now but that's not the case uniformly so some countries like Tunisia and Somalia Ethiopia have close to zero calories in storage some countries um like uh the United States are roughly you know 30 40 percent of our you know annual consumed calories are sitting in
storage China is a complete outlier for yours China has been stockpiling food and at this point china has a hundred and fifty percent of their annual consumption of food in storage so they have supplies that if all food production and imports stopped in China they would be able to feed their
population for one and a half years that's an incredible supply of food so as you look around the world to places like Sri Lanka and places like like Somalia that are struggling to figure out how are we going to bridge this gap on calories that's about to hit us Egypt's about four months of food by the
way and Egypt is dwindling they cannot get the food um Out of the Black Sea so China is going to be one of the very few potential solutions for Bridging the calorie Gap over the next year and I have a strong prediction and a strong belief that because of that China will use it to maximal leverage and we
will see over the next year an incredible amount of Leverage and power being accumulated by China because of transactions that they're going to start to enter into to bridge the calorie Gap around the world so in the Horn of Africa for example there has been this continuous presence of China trying to
give themselves a military base trying to take a um some influence over local media and there's been this kind of push and pull with the you know certain populations around whether or not we should kind of embrace China locally and I think that for example the the food crisis that we're seeing emerge in
Ethiopia Somalia Eritrea Djibouti is going to be resolved by China and China is going to end up gaining influence gaining military presence and establishing a more permanent foothold in the Horn of Africa because of the position that they're in of strength with all these calories and the and the need in these regions
that's not just there Sri Lanka other parts of Southeast Asia even Western Africa Northern Africa China is going to show up and they're the only country that can show up the U.N the world food program they're going to do everything they can to shuffle calories around change Food Supplies but
I do think that one of the things that everyone's going to be watching and it's it's a slow roll this isn't going to be some one big deal and everyone wakes up over the next year while the U.S is you know trying to do everything we can to maximally imposed sanctions on Russia China is slowly turning the crank around
the world on the influence that they are going to gain because of this food crisis and the absolute um uh you know Surplus that they have locally and the ability to export that Surplus to support needs around the world and it's not going to be free it's not going to be cheap so I thought it
was worth highlighting what we're seeing and I shared a couple of articles with you guys and with Nick articles that no one is paying attention to and this isn't some conspiratorial oh my God there's some dangerous thing happening I'm just pointing out one of the things that's happening as we talk about you
know the great change in power the shift in power globally that's happening it is happening in a very significant way this year given the Surplus that China has the dirt that many countries have and the inability for the U.S to really adequately respond to the food crisis that that's emerging
um and so I thought it was worth bringing to everyone's attention there's a lot of little articles that support this point I shared them with you guys you guys can put them in the show notes and and put them up on YouTube and whatever um but I think this is going to become a macro Trend that we're going to wake up
to in six to nine months and be like whoa what the heck happened you know how how did China get so much leverage around the world and it's it's starting now that's what happens with every war you know we all we go in hot you know we it's you know raw raw we're all gung-ho and then at some point in time we're
like wait a second why do we do that you know and you know and look there's no shortage of of neocons and liberal interventionists who are all saying this war is wonderful for us because it's reunited the American Alliance and the Western Alliance and that this has been this war is a good thing for us let's
keep it going let's bleed Russia let's topple Putin let's deep stabilizer regime they're in favor of protracted conflict that I've been you know warning against and what Friedberg is saying is the longer this conflict goes on the more of these disaster scenarios are going to materialize
what are you what is your take on how crippled Putin is right now David just objectively and again you're not a fan of Putin is the ship like I mean this does not look good for him um it feels like he can't and he's losing all his tanks I mean this seems like I don't know anything you don't know in
terms of you know I'm just a consumer of information but I tend to think that we are overly optimistic in the west and look the war's clearly gone very bad for Putin but this idea that everything that magically we're going to get regime change in Moscow we're gonna get Gorbachev 2.0 that that is that is an objective worth
protracting this war for uh I tend to think it's going to be a mistake I mean that that's now doesn't mean I support Russia's Invasion I've said it's illegal it's a crime it's a violation of international law it's a humanitarian disaster but what I've supported is a is a uh negotiated piece
a settlement that we try to get as quickly as possible that is clearly not the administration's position on this they want to keep this thing going and you know this idea that that a long war is good for America's alliances I would disagree with that because you're already seeing all over the world now
people are starting to object to American policy you saw it with India and India is the world's largest democracy they should be on our side they definitely should not be on China's side because they have a huge they're not late intention but China and India are both de facto on Russia Asylum than this
Africa and large parts of Latin America India would like to have oil they would like to maintain their relationship with Russia and they did not support the denunciation of Russia they would like to see this conflict and large parts of Africa would like to see it end Latin America basically all the
victims uh if there's a famine in the world in six months like Friedberg is saying they are all very worried about this all of them have expressed concern with the American policy which seems to be to protract this war okay Freeburg you have to go do your talk at Berkeley congratulations and we'll see you next
time thanks for the contribution Tremont any thoughts on the um CPI we set a record that seemed to have gotten lost in the the haze of Twitter I learned something really interesting that I just wanted to share with you guys um so there was a big CPI print obviously but there was a report probably not many people read it
but it was about uh home equity and the takeaway was that since 2020 Americans have taken to 430 I think the exact number is 427. 427 billion dollars of home equity out of their homes and effectively spent it so what it what it started to make me think about was if you look at all of that home equity plus the stemi checks
plus the unemployment insurance checks that starts to explain I think why the labor markets are so tight and why people haven't gone back to work they are just no motivation because there's just so much money sloshing around for them to basically not have to be forced to do any of this stuff that they don't
want to anymore and I think the the thing to keep in mind is like that's also what's gone into the stock market it's also what's Driven up the price of used cars new cars all of the stuff I just think that kind of like starts to paint a picture of CPI that's really important which is that it's probably a
little bit more transitory than we may actually think because when you exhaust all of that extra money there's not as much inflation to be had and I think most people are now forecasting that inflation is really going to taper off and the big warning sign that everybody is sort of you know
marching towards is you know too many excessive rate hikes between now and the end of the year could actually push us into a real recession and we were talking about that before but the probability is now sort of like one in three whereas before I think you know David and I sounded a little bit crazy
when we were talking about it so I just wanted to put that out there as something I learned this week that I thought was really important participation rate peaked at 67 68 percent but half a trillion dollars I mean half a trillion dollars of actual spending in the economy that's a ton of money to be
absorbed right if people have a couple of hundred grand in their bank account who own homes or whatever there's no need to go back to a job and if you don't feel safe because you maybe still have some coveted fears you don't want to commute or you're just out of the Rhythm for two years and you're like I'm
kind of enjoying skiing or whatever you're doing whatever your jam is maybe there's no there's no rush to get back you'll wait until you you'll wait until you exhaust all of that yeah this is a this is and then we're not as we talked about we're not letting people into the country at the same time so you
still have 10 million job openings if that flips that would be economic activity that would be helpful in flighting fighting against a recession correct I mean I I think that that we're probably going to have a a quarter or two contraction it's probably going to happen sort of at the late end of this year beginning of
next year just the real question is how how high are rates between now and then and again I think the setup isn't very good which is that the investors in the stock market are playing chicken with the fed and you know they're just at the beginning of a rate cycle and they haven't been able to
impact any real forms of liquidity in the equity Market and so I think they're gonna they're going to attack that and the only blunt force instrument they have is rates and so you know you could see rates of three three and a half percent and that's going to impact a lot of stuff and the problem is that you
know uh it's going to be after the economy has slowed down because it's going to be after a lot of these you know fake savings if you will um have been depleted yeah well we're seeing some pressure come off as well the car shortage is kind of ending and wages have raised so that it seems
like they're in in this you know Confluence of events certain things are starting to work themselves out are you hey can I tell you something else I was I was in Washington uh this week the number of people that listen to our pod it is incredible people in Washington care about our
views on politics it's incredible I've heard that feedback too yeah it's really really really special we've we've stumbled into something pretty cool and the fact that it's like must it's it's it's uh it's must listening it's must listen it's like a Sunday weekly show you just get a different perspective
from the tech sector and capital allocators that maybe you don't get on us you know beat the press or something yeah but just to follow up on that inflation point the economic Point Jason if I can so please so look the main reason inflation is going to go down in the second half of this year is because inflation is
measured on a year-over-year basis and you remember about a year ago is when inflation started but you know around this time last year inflation was only two and a half percent then it reached five percent by the summer then by the end of the year was almost eight percent so as we sort of lap last year's
inflation rate we come up against you know you're copying against uh 7.8 number last year so I don't think inflation's going to get any better we're probably looking at roughly a 12 percent you know official two-year inflation number so in other words since Biden took over as president you're
looking at probably 12 to 13 percent of total inflation as measured by CPI and that is why even though the headline number will come down later this year I don't think the American people are going to feel any better about the situation you can almost predict that gen sake or whoever replaces her at the
podium at the White House briefing room they're going to be touting these lower inflation numbers at the end of the year but it doesn't mean price levels will have decreased prices will still be very high when people go to the grocery store they buy meat or bread or what have you it's going to be very expensive and I
don't think people are going to be feeling better off and there's going to be a lot of negativity going into the November election for this Administration and also I think it's going to impact consumption I mean if you're going to a gas station and you I mean I drove the minivan to LA
and it's the only electric it's only non-electric car we have we happen to drive it because we had a number of people that was bigger than the X and uh it was like shocking to buy seven dollar gasoline and obviously I can uh would stand you know filling up but I could see people saying you know what
maybe I'm not going to make that incremental trip or you know you start looking at some of the prices yeah you know for taking a trip or flights I don't know if you've looked at flights or hotels like things are starting to creep up that it's like super noticeable and that's got to affect consumption and
then that what would be what would be part of those negative two quarters right shamath I mean the role of people stopping consuming and just saying you know what yeah it's too expensive right now just I'll stay at home and watch Netflix [ __ ] it you know I'll cook pasta tonight you see that happening already
yeah people are starting to balance the balance sheet just looking at the balance sheet and saying you know what what's a way I can you know cut some expensive items off the you know I'll ride a bike they're going to take less travel because you know the cost of airline tickets have gone up because the
cost of the jet fuel has gone up it all it all ripples through the economy um but I think the thing is that when when the FED gets involved though they get involved in you know in a Brute Force way let me make a prediction right now if we're we're definitely headed into an economic slowdown I don't know
if it will meet the technical definition of recession but very high negative quarters of growth yeah you know very high chance I think of recession like jamas said towards the end of the year if this war is still going on and we get in a recession Look Out Below I think this President will be in Jimmy Carter
territory he began the year at 38 that was in reasonably good conditions of Peace time if you know and I tweeted at the beginning of the year in January I said that you know this is you know you're at 38 that's with peace and prosperity Look Out Below if we get recession and War that's what it's
looking like right now so um you know I think this is things are looking pretty pretty dire which is why I keep saying it you know the policy this Administration should be to try and find a settlement to the situation in Ukraine to this War I know that we didn't start it Putin started it let's be clear but
if there's an off-ramp here we should be seizing it because we got real problems back home in America and the administration should be focused on our economy and our problems Europe is going to be the canary in the coal mine on all of this because I think they feel this uh pretty severely and I
think there's a a lot of exhaustion amongst European governments and leaders when you start to listen to this rhetoric to kind of you know find a way to end what's going on over there because the they're gonna see a pretty meaningful recession I think yeah absolutely much more much more so than we will yeah and if you look if you
look right now what's happening in France Marine Le Pen is surging unbelievable against macron I don't know if she's going to pull off the upset but one of the major pillars well actually here's what she's running on she is saying that she has been focused on inflation and cost of living and she
says macron has been distracted by being America's basically lap dog puppet whatever on Ukraine so she's saying we need to focus on the French economy and she's also saying that we as France should set our own follower policy and not be so differential to the U.S she says that this protracted war in Ukraine
and all this hot rhetoric coming out of the bite Administration about war crimes and destabilizing Putin and toppling him and putting him on trial at the hay that is not in French interest that's what the Americans want to do but it's not what we should be wanting to do we need to end this war and I'm not ready to say
she's going to pull off the upside yet but she is clearly articulating that message because she is finding purchase with the French electorate based on that message and you're going to hear that if this war continues for three months and six months and Europe goes into recession you're going to start hearing
uh politicians all over the European continent saying the same thing and questioning American leadership and why are they are dragging this thing out the the thing that's the scariest thing about the French election and I'm not sure how many Americans uh paid attention to it but just to maybe
summarize in a very quick nutshell you actually had this really interesting Dynamic of three candidates one was what would be considered far left uh Jean-Luc Menasha one far right marrying Le Pen and then one that was very Centrist Emmanuel Metro and what's crazy is both of these two were you know
22 plus percent of all of the votes it was just that Le Pen and macron were one and two and so they go into a runoff election and you know malshawn was very clear he was like under no circumstance should any of my supporters vote for Le Pen but it just shows you what's happening which is like France which is you know
sort of coming undone under this populist fight um is probably uh a canary in the coal mine for how this stuff could play out in other places and it's kind of scary it'd be interesting to see what happens in Germany as well as they look at this enabling of they were able to hold the
line they you know they still have a center right government but you know in Austria for a while that wasn't the case in Hungary it's not really the case um so there's a lot of countries at least in the Eastern Bloc of of Europe where you've you've seen a tip in One Direction or the other um it's not unreasonable to think of
that in France it could tip in One Direction or the other fortunately in the UK or unfortunately however you look at it it's still really a two-party system um for the most part I think so I don't know we're in a really uh precarious moment in world history I think yeah by the way I want to talk about one
thing that I talked at the end of last year I talked about just a very random thing um about you know uh visa and MasterCard and how you could short them um or you know like basically like the payment networks we're gonna start to get you know dismantled this year it's really interesting to see I don't
know if you guys have been really paying attention to all the activity that's been happening in payments over like the last literally 90 days I think has been really incredible up into you know just today you know visa and MasterCard I think are doing the single dumbest thing they could do by being a duopoly which
is Raising prices especially into an inflationary moment which just lacks complete knowledge and sensitivity of the moment so damp economic activity but also creates the incentives for disruption sure right because then the gap between you and your next Killer's competitor becomes more obvious and
again in capitalism you compete away these advantages and I just think that uh the setup is becoming more and more obvious for the shift in payments I just think it's quite interesting so Dick Durbin actually today basically is going to create a big you know hubbub in the Senate around these increasing Merchant
fees which will eventually spill over to Consumers there's some talk that you know uh I I what is it called zelly uh is that how you pronounce it zelly the the the the the inner Bank payment system people were talking about them converting that to becoming a more substantive payment system and then this week
I was able to see a little bit under the hood of you know Solana pay and that's really exciting so it's all coming I think like uh it's like a swarm of activity uh to dismantle these payments businesses I just wanted to just give the 90-day update from our from our discussion in January all right
everybody uh we will see you may 15th 16th and 17th in Miami for the first all in Summit now sold out no more tickets available there's a waitlist but we're not going to be able to get to anybody on it sorry you can sign up and we'll make sure you know about next year if
there is a next year this might be a one and done kind of situation three amazing parties Sunday night is our poker tournament for charity the top uh it's gonna be a sit and go format if you win your sit and go you go into a sit and go bake off and then you get to sit at the final table with the four besties the
winners are going to get to make a donation to the charity of their choice uh paid for by the besties and Sunday night's party will be the Goodfellas party Monday is going to be the Havana White Party bring your linen sacks I know you got a whole closet fall down there and then uh Tuesday night's our
Miami Vice party here are the mock-ups this is the first time I'm seeing it yeah it's a little reveal there's a lot of work the copy I didn't write we're workshopping it it's just we we got a little uh what do they call that like a mood board it's a little bit of a mood board here is your wet your beaks party
for Sunday night it's gonna be a good Fellas theme should be a lot of fun it looks like Good Fellas it looks like Goodfellas we're gonna keep working on it uh wet your Beats probably not gonna be the name of your party but that's Sunday night and then next up is our Havana White Party despite all the [ __ ]
you take uh you do such a good job with this [ __ ] thank you and then we're going to have this this social club I apologize but I think this is complete dog [ __ ] this one the first one supposed to be Buenavista Social Club you're just a heathe and you never saw that the first one is so good this is horrendous
well I don't even know what is this picture of but it's it's a it's a theme on the Buena Vista Social Club it's it's not the right image but we're workshopping it like I said but yeah that's gonna be a Havana White Party everybody's gonna wear linens on Monday night and that's going to be at a
beautiful space like I said this is just a designer coming up with ideas and then of course we're gonna have our Miami Vice we're going to rent a couple of um oh that are like Miami Ventures and so that we are and so that should be our at 420 Bitcoin Street your best 80s dress for Miami
Venture so it's gonna be three parties that is uh that's hot I think it's gonna be uh three great parties you have to but everybody's gonna have to get three great outfits so linens are easy Monday night Jake out your your thighs look really big in this photo well this is fat Jay cow this is not 167 Jacob this
is 198 Jayco on your left leg you can't tell where your bottom part of the leg stops because I'm sitting in a stool in that picture they got but yeah but it's like you have no knee it's just like one big shank like yeah well you know what it's when you're fat and you got fat suits you know everything's
listen I'm looking at pictures of myself why didn't you guys fat shame me more that's the question I have you guys should have been good you really look incredible and then yesterday when I saw you I was like holy [ __ ] this guy looks really fantastic look there's no knee there it's just
there's no name it's like a snake it's like big shank you know what when you're a fat guy you get fat suits you just try to you know and now I'm having to rebound look at that fat face zoom out oh my God zoom out zoom out look terrible flat hair looking nice no you look good I look fabulous let's go with this one let's go
with this you look great yeah we're gonna redo mine I want all the photos done of Vin Jay cow for the inspiration don't no double chin what are you doing you work for me okay where's my neck now I got a neck again I found my neck everybody there you have it folks so uh I'm sorry if you did not
get into the all in Summit but we've got a great lineup of speakers and events planned no press because well we have the same distribution but we will the Press will be able to see all the talks so all the talks will come out post event on the all-in feed so for the 10 days after the island feed you're going
to get a show every day and who are our confirmed speakers at this point oh my Lord so many good ones hold on let me pull it up here Keith of a boy Palmer lucky is coming uh oh good so that's confirmed that's awesome yeah we got that confirmed he's a big fan of Saxy Pooh the new website's up by the
way and it looks beautiful wow look at this so we have uh Ryan Peterson uh Nate silver Brad gerstner uh Claire uh vickel who is amazing uh Mar hershon Palmer lucky Keith raboy Joe Lawrence oh you got Antonio to want to speak Antonio is now coming out of a shell Antonio Garcia Martinez you should get um we should get some
foreign policy folks too I mean well if you guys wanted to do any [ __ ] work you could help me out here I thought this was just a grift you were doing I didn't know it was serious now I mean I may have to help yeah no you're going to be proud of this well here's the thing that I'm going to be most
proud of is the format I have come up with a new concept of a format I came up with a theme question that people can choose to answer or not but the problem I want to solve and it could be the problem I most want to solve it could be the problem I want to see solve the problem I'm thinking about people will
go up in most cases and give a 10 to 20 minute call it a Ted style talk a solo dolo talk where they kind of talk about what they're working on in their lives then they come and sit in a chair with two besties on either side and then the four of us engage them in a conversation while we're talking
we're gonna have maybe five slides that producers will put together of data points Etc so we all get educated we pull up the slide and then there'll be you know 600 people in the auditorium 100 people in the simulcast room we will take one question from the audience or two questions if we have time with each
segment and so you're going to get a lot of bestie action but stimulated by bestie guesty positions and I think this is really what folks want now if somebody doesn't want to give one let's say Palmer just wants to talk well we'll just talk with Palmer um and so there's going to be an option I told people you
could your position paper your position statement could be five minutes it could be twenty so I want to do something on uh natural resource scarcity and National Security so uh Jim latinski the CEO of MP materials a H you just all you got to do is email me the person's email address or introduce me and we'll set it
up so we'll we'll do something on like the supply chain of like Rare Earth and lithium nickel and so and then here's my other idea so I I told everybody that the problem I'd like to solve there is energy Independence for America perfect so then do I still need to email you now just a moment but here's the thing we're
doing I told that I just I just told you the yeah we have Nick we'll take a note yeah um to remind you um to get the email addressed here's what's gonna happen so you don't need me to email you uh I mean we don't want to guess the email if you have it and you know them I mean I know you want to do
the least amount of work but I need to get a producer's fee here I don't know you guys got to outvote Freeburg putting that aside I'm fine with that too thank you then three because that's how all in media is working now it's just going to be votes well why don't you sign the LLC
agreement did anybody sign it yet I was going to review it can poison pill freeberg put in there but I'm not signing this [ __ ] till I have two lawyers look at all the Freebirds got a poison pill in there I don't know about you guys but I just signed any random DocuSign you know I wanna speak you know here we
go in the last 30 days yeah so I'd like to get I'd like to get professor John meersheimer to speak he's uh that'd be great yeah he's a professor at the University of Chicago he's been there 40 years he's the leading he's a leading theorist you could say of the school of thought called realism oh
yeah and foreign policy and he has a track record of being right about all of America's foreign policies right yeah so he's the guy who talked about it exactly what do they call that the mono dual try more nucleosis multipolar you're beautiful he has a critique he has a critique of liberal interventionism which has been
the dominant fantastic foreign policy since the end of the Cold War it's what got us into Iraq Afghanistan Syria Libya he predicted all those things to be fiascos he also predicted that our policy of constructive engagement towards China would ultimately backfire and be a disaster and he has a very
contrarian critique right now of our policy in Ukraine that's gone viral yes on Twitter and it's gotten like 10 million plus views he'd be an incredible person to to come speak well here's what's happened while we invite people you know we we invite some people they don't know the shall we knew other
people and they're like oh my God I love the show I'm there what's going to be interesting is the next 30 days we're going to talk to each person about what they what topic they really want to you know double click on and then we get a pair people so you might have teeth for
a boy and Antonio you know you might have Tim Urban and Joe Lonsdale ever and so hopefully we can find a little Dynamic maybe people don't agree maybe they have you know opposite positions and then we're going to then have this great Socratic dialogue with everybody and I think it's going to be a very fast
paced type thing and then hopefully the speakers sit in the VIP area and then I'm going to have a runner there with a microphone or I might do it myself so you know I might have Keith for boy on in the morning in the afternoon he might want to chime in on Joe lonsdale's talk I run up to him with
a microphone Etc so we got probably we're gonna do two hours in the morning three hours in the afternoon so it's 10 to 12 so you can sleep in or come for coffee if we stay late playing poker every night it's going to be a gentle wake up 12 to 2 is a nice lunch healthy three to five nice con I'm sorry two to
five three hours of nice content then you get a little break you go to the parties at the end of the parties you never know a poker table or two might be pulled out and we play a little cash game who knows anything's possible so poker could be all three nights I don't know you know this depends on the degeneracy level
um but I think it's gonna be a fun time I'm just asking nobody go ham on Sunday or Monday night please Tuesday night you wanna have a little extra curricula you want to go a little late Davey that's fine I want everybody in bed by midnight Sunday night Monday night no crazy all right so what are the dates to sing
again okay it's Sunday Monday Tuesday Sunday Monday of what of what uh May 15 16 17. okay oh my God oh my God oh my God what a [ __ ] show so many speakers out there it's in a month it isn't yes that's why I'm busting my ass on this okay uh Jake All I'm gonna introduce you to letinski so
we can uh and if anybody we could use a couple more female speakers people of color I'm really trying to keep it diverse and have a lot of range of speakers a lot of uh David Stan said yes early you got the Joe Lonsdale should get Keith or boys they all like want to support David's team I could use a couple people
maybe with the posing viewpoints so we're trying to keep it a little white Bari Weiss may come we're trying to work on bar oh that's good yeah we should go we can't make it I wanted to have Bari and Kara Swisher it doesn't seem like that oil and vinegar is going to happen can we uh can we get Glenn Greenwald but
that's right right you're getting you're getting further further to the road what I would like to have is somebody that's another kind of right guy I would like your definitions off Jason these definitions don't mean anything anymore okay they're independent critical thinkers
they originally came from the left they're not like huge fans of unbridled capitalism but they're more on the populist side I would appreciate it particularly Peter Thiel who's the you're the one person who can deliver it since you guys are besties bring us Peter Thiel the guy spoke at a
goddamn all right give me give me a list I'll invite Glenn I'll invite taibi I'll invite Peter oh great audience we could have a protest outside these are the most interesting people exactly Peter teal is the most interesting for sure I like Mike taibi actually I'll give you that here's the problem here's the problem here's the
problem with getting the people on the other side is that the people on the other side again it's not right versus left anymore it's sort of populist versus elitist and you already know what all the elitists are going to say and they're too afraid to be on stage with people on the other side but I mean I
think that you're associated with Peter Thiel it is a little bit charged and triggering for certain people that's huh yeah exactly that's why they don't they don't believe me I mean that's they don't I mean people are like how could you be friends with David I'm like because we love each other we're friends
like we're besties and they're like well but you disagree it's contamination by association but that's okay that's I mean David that's what they're trying to do to me right now I'm getting the back Channel how could you do this with David sacks and I'm like because he's my best friend that's why that is popular is we
have four people who are friends who sometimes disagree with each other the reason you can't create the show any more friends right I'm not giving up my friendship with David the reason you can't create the show anywhere else is because those people think they get contaminated if they even have a
conversation with somebody on the other side of things but you don't get that on your side correct you and saying because we're in electricity we're intellectually confident we don't believe in shutting down the debate right we believe in free speech the other side they're authoritarian yes because they can't
defend anything they just cancel people they've lost the art of persuasion I think they've given up their position would be they've given up trying to reach you you just don't get it they've given up trying to reach you and I'm like don't give up put up a fight if you disagree with saxophone
it's not about reaching me it's about reaching all of them yes all the people out there watch the debate they don't want to engage the baby because they can't win the debate because they don't know how to pursue is cancel people and I own you half the time okay if he's good I think so January 6th we're gonna
release the January 16th tape you're like MSNBC that's all you got we'll let your winners ride rain man we open source it to the fans and they've just gone crazy [Music] besties [Music] it's like this like sexual tension that they just need to release them out there we need to get Mercies [Music]