E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
(0:00) Addressing the podcast hack (2:55) Macro picture: inflation cools, what happens to rates, market sentiment, soft landing, tech run-up (20:34) Consumer sentiment: demand crash coming? (30:31) BR...
14 Jul 20231h 28min
E136 Hacking the pod, Threads launches, Fed minutes, immigration debate, balloon farce, heart health
(0:00) We hacked the pod! Jcal is on vaca (5:34) Meta launches Threads (17:15) Chat AI interest in decline? (28:36) Fed meeting minutes, economic data and outlook, and EU risk (56:07) Florida Senate B...
9 Jul 20231h 38min
E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more
(0:00) Bestie intros: Friedberg fills in as moderator! (2:45) Wagner Group rebellion (23:15) SCOTUS strikes down Affirmative Action (51:03) Databricks acquires MosaicML for $1.3B, Inflection raises $1...
1 Jul 20231h 36min
E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
(0:00) Bestie intros!: Bad conference lunches, hair fluffers, and focus groups (12:36) Zuck vs. Elon cage match (15:50) Ukraine / Russia updates: underwhelming counteroffensive, reported peace deal re...
24 Jun 20231h 33min
E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
(0:00) Bestie intros: Chamath flies public + Poker recap (8:12) FED pauses hikes momentarily, IPO window status, state of the market (25:10) Film, cold plunge, and sauna talk (33:25) AI's impact on te...
16 Jun 20231h 58min
E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!
(0:00) Bestie intros! (1:48) Why RFK Jr. is resonating (7:52) US crypto crackdown: action against Binance & Coinbase (26:08) Sequoia splits off its China and India/SE Asia businesses (41:55) PGA merge...
10 Jun 20231h 42min
E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more
(0:00) Bestie intros + Vegas recap! (4:01) Sacks donation strategy, Biden's uncomfortable truth, mental acuity concerns, fantasy picks for president! (30:43) Debt ceiling agreement, US debt situation,...
2 Jun 20231h 35min
E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more
(0:00) Bestie intros! (3:03) Sacks goes behind the scenes on the DeSantis Twitter Spaces experience (28:18) Debt ceiling, government spending, and lack of accountability (40:44) Ways to force more gov...
26 Mai 20231h 37min
