Byrne Hobart - FTX, Drugs, Twitter, Taiwan, & Monasticism

<p>Perhaps the most interesting episode so far.</p><p><a target="_blank" href="https://twitter.com/ByrneHobart?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor">Byrne Hobart</a> writes at <a target="_blank" href="https://www.thediff.co/">thediff.co</a>, analyzing inflections in finance and tech.</p><p>He explains:</p><p>* What happened at FTX</p><p>* How drugs have induced past financial bubbles</p><p>* How to be long AI while hedging Taiwan invasion</p><p>* Whether Musk’s Twitter takeover will succeed</p><p>* Where to find the next Napoleon and LBJ</p><p>* & ultimately how society can deal with those who seek domination and recognition</p><p>Watch on <a target="_blank" href="https://youtu.be/9P2rk0Gtd0I">YouTube</a>. Listen on <a target="_blank" href="https://podcasts.apple.com/us/podcast/byrne-hobart-ftx-drugs-twitter-taiwan-monasticism/id1516093381?i=1000588311242">Apple Podcasts</a>, <a target="_blank" href="https://open.spotify.com/episode/4vZeYfiXj8H2Wu7n62LigY?si=dlOKBDZtQT-gAIxEJEW-dA">Spotify</a>, or any other podcast platform. Read the full transcript <a target="_blank" href="https://www.dwarkeshpatel.com/p/byrne-hobart-2">here</a>.</p><p>Follow <a target="_blank" href="https://twitter.com/dwarkesh_sp">me on Twitter</a> for updates on future episodes.</p><p><em>If you enjoy this episode, I would be super grateful if you shared it. Post it on Twitter, send it to your friends & group chats, and throw it up wherever else people might find it. Can’t exaggerate how much it helps a small podcast like mine.</em></p><p>A huge thanks to <a target="_blank" href="https://twitter.com/cgbessellieu">Graham Bessellieu</a> for editing this podcast.</p><p>Timestamps: </p><p>(0:00:50) - What the hell happened at FTX?</p><p>(0:07:03) - How SBF Faked Being a Genius:  </p><p>(0:12:23) - Drugs Explain Financial Bubbles </p><p>(0:17:12) - On Founder Physiognomy </p><p>(0:21:02) - Indexing Parental Involvement in Raising Talented Kids </p><p>(0:30:35) - Where are all the Caro-level Biographers? </p><p>(0:39:03) - Where a