Podcast Episodes

E93: Twitter whistleblower, cloud security vulnerabilities, student debt forgiveness & more

0:00 Bestie intros!

1:25 Twitter's former head of security makes allegations against the company

22:08 Foreign countries placing government agents in…

4 years, 1 month ago

E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act & more

0:00 Bestie intro plus a new moderator!

7:19 Adam Neumann raises $350M from a16z for his new residential real estate startup Flow

25:32 Housing polic…

4 years, 1 month ago

E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI

0:00 Bestie intros

3:02 Where Masa and SoftBank went wrong, why VC isn't scaleable, Vision Fund impact

27:59 Metrics that signify a bubble or the top…

4 years, 2 months ago

E90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more

0:00 Bestie intros

2:07 Twitter subpoenas the besties!

16:03 Markets overview: dead cat bounce or have we hit the bottom?

34:10 De-globalization tren…

4 years, 2 months ago

E89: GDP growth negative in Q2, $SHOP layoffs, Alzheimer's fraud, Ginkgo acquires Zymergen & more

0:00 Bestie intros!

2:19 GDP growth is negative for a second consecutive quarter, but is the US actually in a recession? How has the White House cont…

4 years, 2 months ago

E88: First principle politics, China chaos & outlook, state of private/public markets & more

0:00 Bestie intros

1:45 First principle politics, analyzing each party's cynicism

48:07 Chaos in China: bank protests, housing protests, slowing econ…

4 years, 2 months ago

E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more

0:00 Bestie intros!

1:41 Emerging markets, Sri Lanka break down

36:01 9.1% CPI print

48:15 Current market sentiments from retail and institutional in…

4 years, 3 months ago

E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps

0:00 Bestie open: Sacks' shopping spree

2:15 Macro outlook: jobs, consumer sentiment, housing, inflation, finding a bottom

39:21 Turkish government f…

4 years, 3 months ago

E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more

0:00 Bestie intros

4:09 Assessing SBF bailing out major crypto players & the state of the market

18:24 Classifying crypto assets, high-yield crypto l…

4 years, 3 months ago

E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast

0:00 Besties discuss the one-month hiatus

7:03 Markets update: Fed decisions, goals, macro factors, root causes

32:19 Earnings estimate skepticism, l…

4 years, 3 months ago