In this episode, the hosts delve into a range of topics, starting with an update on the global food crisis, highlighting China's strategic food stockpiling and its potential geopolitical implications. The discussion shifts to the Russia-Ukraine war, with varying perspectives on its impact and potential resolutions, including the role of the US and the rise of populist sentiments in Europe. The hosts also analyze the recent CPI print, discussing the effects of home equity and stimulus checks on inflation and labor markets, and debate the likelihood of a recession. Finally, they preview the upcoming All-In Summit, detailing the format, speakers, and themed parties, while also touching on the challenges of curating diverse viewpoints and managing speaker invitations.
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