Zhu: Historically, prolonged and unresolved trade imbalances lead to war
“In the old regime, I think when there is really prolonged and serious imbalance in trade, I think, I mean, if we use history as a benchmark, war is unfortunately the war that we would have to visit or revisit what that is when the two countries or countries, o…”
Christodoulides: Increasing national defense budgets is the only way to avoid war
“But if you want to avoid war, you need to increase your defense budget. It's the only way to avoid avoid war.”
Sanchez: US spent $8T on Middle East wars, 100x roads budget
“If you were to look, go to Grok on Twitter, that's Twitter's AI, and you were to ask it how much money we have spent in the Middle East On wars. The answer would be eight trillion dollars. That's a hundred X the annual federal spending on roads and bridges.”
Smith: Rising great powers historically fight small wars before large ones
“Like in the past, rising powers usually have a small war before the big war.”
Lee: Investors should sell the war buildup and buy the invasion
“When it comes to war, you sell the buildup into war, but you buy the invasion. Right. Or they say you buy when the guns fire, you know what I mean? And, but that's true. So we were advising our clients that you sell the buildup, but you buy the invasions.”
Chamath: Trump has shown there are no conditions under which he'll go to war
“I think that Trump in the first hundred days, to your point, I think has completely reinforced that there are no conditions under which he'll go to war.”
Joe Lonsdale: Bond markets hate war because it is inflationary
“Bond markets hate war. War is expensive or is inflationary.”
Schimpf: US defense posture requires human accountability in warfare
“And so the US posture on this is very much, we want to have humans accountable for what happens in war.”
Kushner: Capital Spent on Warfare Should Be Reallocated to Enterprise
“Again, these wars, the investments in bullets and bombs really don't benefit the citizens. I think a lot of these wars are negative in that regard. Whereas if we can redirect those funds and those intentions and these young boys I see fighting in these wars, l…”
Chamath: Believing unverified media headlines causes nations to sleepwalk into war
“This is how you sleepwalk into war is you read a headline, you believe it, and then you run with it. And the opposite of sleepwalking is underwriting from first principles.”
Sacks: Russia is winning the war in Ukraine
“Russia is winning the war, and you may hate Putin, but he is still a master of Russia, and eventually we're gonna have to deal with him.”
Chamath: High interest rates and inflation will prevent wars for 10-20 years
“I think the most important thing that we can all be thankful for, which I think will prevent a lot of wars in the next 10 or 20 years, is inflation and non-zero interest rates.”
Booth: War or revolution is a logical consequence of current wealth disparity
“That's why war revolution is a logical consequence out of where we are right now, because people don't believe it's their fault. They, people don't, they're caught in a system. It's really easy to prey on, on people's vulnerabilities when they can't eat and cr…”