Dave Smith is probably the best libertarian podcaster there is, and this was a good appearance.
Though even cogent analysis from intelligent people is rendered incomplete without invoking The Cathedral. Somewhere in the middle of the discussion they talk about why so many large companies are woke. Joe says it's just chasing trends, Dave says it's a divide and conquer tactic to distract the left from actually going after billionaires. At best, this is a partial analysis from both of them.