DOGE unveils a roadmap, Unlocking GDP Growth, WW3 escalation, Fat cell memory
(0:00) Bestie intros! (1:54) Breaking down the DOGE roadmap (24:28) Milei's impact, DOGE's tight timeline, impact on GDP growth, "default sustainable," how to communicate DOGE (48:11) WW3 risk: Biden...
23 Nov 20241h 10min
Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI
(0:00) Bestie intros! (7:57) Election impact on Bitcoin, crypto, and fintech stocks (21:56) M&A and IPOs: What to expect in 2025 (39:52) Pharma advertising on cable tv: Should it be allowed? Is big ph...
16 Nov 20241h 23min
Trump wins! How it happened and what's next
(0:00) Bestie intros! (4:55) Sacks recaps election night at Mar-a-Lago (8:28) Analyzing the results: how Trump won, why Kamala and the Democratic Party lost (25:55) The failing Democratic coalition, c...
8 Nov 20241h 43min
Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!
(0:00) Bestie intros! (5:40) US Real GDP growth comes in at 2.8%, but there are underlying issues (29:16) Google earnings: YouTube and Cloud post huge quarters, would they have survived outside of Goo...
1 Nov 20241h 30min
Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks
(0:00) Bestie intros! (3:49) Announcement: Besties are hosting The All-In Holiday Spectacular in San Francisco on December 7th! Get tickets: https://allin.com/events (9:08) Macro and markets: making s...
25 Okt 20241h 36min
Dueling Presidential interviews, SpaceX's big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY
(0:00) Bestie intros (2:01) Polls vs Prediction markets, dueling interviews, election update (16:06) Tesla's Robotaxi event and SpaceX's Starship catch (27:36) Uber reportedly looking into acquiring E...
18 Okt 20241h 18min
JD Vance | All-In Summit 2024
(0:00) Announcement from Friedberg (0:18) Besties intro JD Vance! (3:33) America's innovation problem (5:04) Thoughts on Trump (8:53) Would JD Vance have certified the election in 2020? (12:02) Increa...
15 Okt 202446min
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey
(0:00) Bestie intros! (3:18) The science behind Hurricanes Helene and Milton (14:59) The economics of intensifying natural disasters (29:03) AlphaFold creators win Nobel Prize in Chemistry (35:17) The...
11 Okt 20241h 24min
