E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses
Show Notes: 0:00 Besties do a Microsoft-themed intro 7:53 Spread trading big tech, amazing power of Google and Microsoft 17:28 Sacks speaks about Bird going public from the NYSE, understanding distrib...
6 Nov 20211h 30min
E53: Wealth tax, dealing with inflation as a capital allocator, big tech earnings, Facebook's rebrand, paternity leave & more
0:00 Bestie intro, child update, Joe Lonsdale's take on paternity leave 20:44 Proposed "Wealth Tax" 35:13 Inflation discussion: corporate and government reactions 52:30 Dealing with inflation as a cap...
30 Okt 20211h 19min
E52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand
Show Notes: 0:00 Bestie weight loss strategies, poker recap 13:19 Trump SPAC, how he can leverage the capital intelligently, building vs. acquiring, and more 33:43 Peak venture returns, tech landscape...
23 Okt 20211h 27min
E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A
Show Notes: 00:00 Cold Open 01:19 Titles 01:01 Intro Banter 04:24 Supply chain, labor shortage, 34:04 Taiwan 43:14 Sacks Desantis 47:00 Dave Chappelle 01:08:24 FDA 01:23:27 Question 1 01:27:08 Questi...
16 Okt 20211h 33min
E50: Crypto investing deep dive, Facebook's whistleblower fallout, Chappelle's new special & more
Show Notes: 0:00 Mercury is in retrograde & impacting the besties 2:01 Sacks on Solana, sophisticated crypto strategies, crypto deep dive 26:23 Building regulatory framework for utility tokens, instit...
9 Okt 20211h 23min
E49: Coinbase CEO reflects on controversial blog, state of the markets, 1000 unicorns, tax reform & more
Show Notes: 0:00 Brian Armstrong follows up on his one-year old blog post "Coinbase is a mission focused company" 19:27 Authoritarianism on the left 33:04 Newsom's new vaccine mandate, NBA vaccine cov...
2 Okt 20211h 29min
E48: The role of decentralization, China/US break down & more with Bestie Guestie Balaji Srinivasan
Show Notes: 0:00 Bestie Guestie Balaji Srinivasan is introduced 6:01 Balaji's day in the life, Coinbase background, comparing crypto with early 2000's p2p music industry, China's lawful evil 16:09 Chi...
25 Sep 20211h 28min
E47: Facebook's week from hell, Ellen Pao on sexism in Elizabeth Holmes coverage, Newsom's win, frauds & more
Show Notes: 0:00 Besties intro, TPB Symposium recap, rapid generations in tech 7:00 UBI, incentives for success, social safety nets 19:45 Newsom's recall victory in California, where the GOP went wron...
18 Sep 20211h 35min
