Out of curiosity, what would your view be on these three points?

Honestly his follow up was fantastic. Takeaway was that short vol, mostly retail and tourists is making a big bet on realized going down bigly into May and June expirations.

Ironically given he's leaking to the globalists, this image blitz is probably damaging to him within the inner circle. I think people under-appreciate how much Trump values the fact that Navarro "went to prison for him." Honestly not enough Trump lost his fastball takes in finance.

Such a terrific chapter Tim which sadly remains all too relevant. You have an amazing and unique academic biography in terms of having worked with Young and Schatzberg (+Vansina) on Zaire, then quickly pivoting to RW as required and witnessing so much. Anyway such a rich and important piece.

Not just African politicians, this was very clearly the Biden playbook too with Lobito etc.

competing with their peers feels like an underrated reason why dictators do what they do, definitely seen this in talking with different advisors about Mobutu. Sometimes feels like simplistic explanations of greed or maintaining power miss out the emotionality of dictatorial decision-making.