Red Sea
4 statements across 2 episodes · 0 bullish · 1 bearish · 4 people on the record · first statement Dec 23, 2023 by Ryan Petersen · said 20 times in 8 episodes since 2021 · across every show →
Mentions by year
brought up most by David Sacks (15), Jason Calacanis (2), Chamath Palihapitiya (2), David Friedberg (1)
tap a year for its mentions
2025 2 mentions in 1 episode
2024 9 mentions in 4 episodes 2 per episode
- E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI
- E160: 2024 Predictions! Markets, tech, politics, and more
- E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more
- E164: Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack
- every mention in 2024, scene by scene →
2023 8 mentions in 2 episodes 4 per episode
Everything said about Red Sea, oldest first
Dec 23, 2023
Dec 23, 2023
Dec 23, 2023
Friedberg: Insurers' zero loss tolerance lets cheap drone attacks freeze trade
“If you send a drone and it blows up on a ship and it costs you a couple thousand bucks to do that, the lack of risk tolerance, the fact that the insurance companies won't insure the ship anymore means that now that ship can't travel and that's tens of millions…”
Apr 12, 2024 negative