Podcast Episodes

E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars

(0:00) Catching up on the Web3 wars and Jack Dorsey sounding off

(5:10) Biggest Winner - Politics

(9:43) Biggest Loser - Politics

(14:37) Biggest Pol…

4 years, 2 months ago

E59: Twitter's content warning algo, equity audits, politicians trading stocks, Fed's next move, mRNA & more

(0:00) Bestie Intro: Sweater update, NYC stories

(8:30) Sacks got flagged on Twitter, theorizing on Twitter's content warning algorithm

(14:37) "Raci…

4 years, 3 months ago

E58: November's CPI, operating in a downturn, macro outlook, Better.com's botched layoffs & more

0:00 Bestie Intro: Chamath's happy hour and sweater feud

7:11 Breaking down the new 6.8% CPI number, reflecting on old inflation takes, jobs report, …

4 years, 3 months ago

E57: Understanding Omicron, tech stocks plummet, VC's great resignation, Jack Dorsey's departure

(0:00) Bestie Intro: Miami talk, gambling stories, Nancy Pelosi's retirement plans

(12:30) Understanding the Omicron variant

(24:49) Tech stocks plum…

4 years, 3 months ago

E56: Constitution DAO, Rittenhouse trial coverage, private sector efficiency vs the government

0:00 Bestie intro

1:14 Constitution DAO: implications, shortcomings, how to move forward?

29:58 Rittenhouse trial media coverage

50:52 Ken Griffin pl…

4 years, 4 months ago

E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more

0:00 Bestie intro and Solana Breakpoint talk

4:43 Covering the censored segment from last week, how to value crypto projects and general investing, w…

4 years, 4 months ago

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 Bir…

4 years, 4 months ago

E53: Wealth tax, inflation as a capital allocator, big tech earnings, 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 governm…

4 years, 4 months ago

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, …

4 years, 5 months ago

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 Chappel…

4 years, 5 months ago