Podcast Episodes
Back to SearchE62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more
0:00 Bestie intro and poker recap
3:14 Elizabeth Holmes verdict, origins of the fraud, breakdown of the Theranos promise
17:51 Lessons for founders a…
4 years, 4 months ago
E61: 2022 Predictions! Business, politics, science, tech, crypto, & more
(0:00) Recapping the "Superspreader"
(6:12) Predicting 2022's biggest political winner
(11:57) Predicting 2022's biggest political loser
(19:07) Pred…
4 years, 4 months ago
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, 4 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, 4 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, 4 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, 5 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, 5 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, 5 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, 6 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, 6 months ago