Scott Bessent: Fixing the Fed, Tariffs for National Security, Solving Affordability in 2026

Scott Bessent: Fixing the Fed, Tariffs for National Security, Solving Affordability in 2026

(0:00) Treasury Secretary Scott Bessent joins the show

(0:55) Recapping 2025 and the state of the economy

(3:13) Tariffs: Leverage, legal challenges, implementation

(15:20) Affordability: inflation, BLS data, interest rates

(23:00) The Fed: biggest mistakes, how we got a 15 year asset bubble, rate cycle, appetite for US debt, Fed Chair candidates

(42:44) Focus on Main Street, taking equity stakes in American companies

(50:40) Tax cuts, Trump accounts, economic legacy

Follow Secretary Bessent:

https://x.com/SecScottBessent

Referenced in the show:

https://www.international-economy.com/TIE_Sp25_Bessent.pdf

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

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https://www.instagram.com/theallinpod

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Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Jaksot(348)

Energy Secretary Chris Wright on the Future of American Energy | All-In Summit 2025

Energy Secretary Chris Wright on the Future of American Energy | All-In Summit 2025

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Inside the White House Tech Dinner, Weak Jobs Report, Tariffs Court Challenge, Google Wins Antitrust

Inside the White House Tech Dinner, Weak Jobs Report, Tariffs Court Challenge, Google Wins Antitrust

(0:00) Bestie intros (0:52) Behind the scenes of the White House Tech Dinner! (28:39) Tariff showdown headed to the Supreme Court (42:44) Other Trump Administration legal battles (46:58) Weak jobs rep...

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Senator Rand Paul: Tariffs, Debt, China, and a Warning for America

Senator Rand Paul: Tariffs, Debt, China, and a Warning for America

(0:00) David Friedberg welcomes Senator Rand Paul: background, family, what led him to medicine first (3:56) Career Change: Medicine to Politics (7:03) Political Philosophy (10:55) Trade Policy & Econ...

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Trump Takes On the Fed, US-Intel Deal, Why Bankruptcies Are Up, OpenAI's Longevity Breakthrough

Trump Takes On the Fed, US-Intel Deal, Why Bankruptcies Are Up, OpenAI's Longevity Breakthrough

(0:00) Bestie intros: The Moose is loose at J-Cal Ranch! (0:46) All-In Summit updates, Jason's new program (9:45) Trump vs the Federal Reserve: Is the Fed partisan, what should a modern Fed look like?...

29 Elo 20251h 31min

AI Bubble Pops, Zuck Freezes Hiring, Newsom's 2028 Surge, Russia/Ukraine Endgame

AI Bubble Pops, Zuck Freezes Hiring, Newsom's 2028 Surge, Russia/Ukraine Endgame

(0:00) Bestie intros (1:59) What's new with the All-In Summit (9:02) AI Mania hits the brakes: sign of a bubble or a healthy correction? (30:49) Meta's AI hiring freeze: are the AI talent wars slowing...

22 Elo 20251h 11min

Senator Eric Schmitt: Exposing the Biggest Censorship Scandal in US History

Senator Eric Schmitt: Exposing the Biggest Censorship Scandal in US History

(0:00) Sacks and Jason welcome Senator Eric Schmitt (2:34) Biden v. Missouri, uncovering government censorship as Missouri AG (6:06) Section 230 and social media, the legacy of Russiagate, big tech ce...

20 Elo 20251h

AI Psychosis, America's Broken Social Fabric, Trump Takes Over DC Police, Is VC Broken?

AI Psychosis, America's Broken Social Fabric, Trump Takes Over DC Police, Is VC Broken?

(0:00) Bestie intros! (4:45) AI Psychosis: what it looks like and why it's happening (20:13) Why the social fabric in America is breaking down (35:55) Fixing the incentives that created the student de...

15 Elo 20251h 32min

OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis

OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis

(0:00) Bestie intros! Gavin Baker, Ben Shapiro, and Phil Deutch join the show (7:32) GPT-5 underwhelms, benchmark saturation, OpenAI's product excellence (18:14) AI's TAM, ROIC, and energy implication...

9 Elo 20251h 50min

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