E29: Coinbase goes public, direct listings vs. IPOs, portfolio management, unions & more with Bestie Guestie Brad Gerstner

E29: Coinbase goes public, direct listings vs. IPOs, portfolio management, unions & more with Bestie Guestie Brad Gerstner

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

https://twitter.com/altcap

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Referenced in the show:

Statista - Death rates from coronavirus (COVID-19) in the United States

https://www.statista.com/statistics/1109011/coronavirus-covid19-death-rates-us-by-state

Tweets:

https://twitter.com/bgurley/status/1382737752794353664

https://twitter.com/DavidSacks/status/1382874547179950082

https://twitter.com/DavidSacks/status/1382466963885199362

https://twitter.com/DrewHolden360/status/1382477293797400581

https://twitter.com/chamath/status/1383073577386201094

Show Notes:

0:00 Bestie intro & crowning a new SPAC king

3:01 Coinbase's direct listing, comparing vehicles to go public & lockup periods, Sacks on Coinbase vs. NYT

12:06 David Sacks on running for governor

15:21 Brad & the besties react to the crazy Q1 in the markets, a16z's savvy buying moves with Coinbase, issues with short-term behavioral lock-in

32:37 Top insights from Bezos' letter to shareholders, Amazon employees reject the union in Alabama

50:27 Reacting to Drew Holden's recent thread on media double standards in covering each party

54:28 Federalism's benefits throughout COVID, State-by-state results reveal lockdowns didn't work, vaccine incentives and PR due to J&J decision

1:04:20 Degradation of faith in institutions accelerated by COVID

1:09:26 Republican Senator Josh Hawley calls for big tech antitrust reform, bypassing institutions for progress

Episoder(347)

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(0:00) Bestie announcement! (2:53) Gavin Baker and Joe Lonsdale join the show (4:14) State of the Trump Bump: Debt focus, Deregulation, America's lucky position (20:08) Trump nominates Paul Atkins as ...

7 Des 20241h 24min

DOGE unveils a roadmap, Unlocking GDP Growth, WW3 escalation, Fat cell memory

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(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

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(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...

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(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

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