Podcast Episodes

E76.5: Food shortage, China's grand plan, inflation, French election plus an All-In Summit preview

*** PRODUCER'S NOTE: This is part two of E76. If you want to hear the besties break down Elon vs. Twitter, check out the previous episode.     0:00…

4 years, 6 months ago

E76: Elon vs. Twitter

0:00 Jason's new skincare routine, Sacks' Good Friday portfolio update, Bestie intros

3:12 Breaking down Elon's offer to buy Twitter and take it priv…

4 years, 6 months ago

E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more

0:00 Jason's big night out, bestie intros, All-In Summit update and more

8:01 Layoffs and shutdowns: Fast, Better.com, GoPuff; Chamath gives a macro-…

4 years, 6 months ago

E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more

0:00 Sacks' DC trip and foreign policy speaking gig

5:50 Yield curve inversion, breaking down the current state of the markets, understanding the lab…

4 years, 6 months ago

E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner

0:00 Bestie Guestie Brad Gerstner is filling in for Friedberg

1:34 Understanding public SaaS and Internet multiples, Instacart's cuts its valuation b…

4 years, 6 months ago

E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more

0:00 Jason's new "family office" and Sacks' new strategy

2:39 Understanding where all sides stand in the Russia/Ukraine War three weeks in

15:21 Sanc…

4 years, 6 months ago

E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more

0:00 David Sacks: Man for the people

0:50 Escalating tensions over Russia/Ukraine; nuclear scare; evolving forms of warfare

16:27 Assessing impact of…

4 years, 7 months ago

E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more

0:00 Ukraine invasion: how should the US respond?

17:03 Importance of energy independence when dealing with Russia; solutions: Solar, Natural Gas, Nu…

4 years, 7 months ago

E68: Trudeau invokes emergency powers, Bitcoin vs. government, Tiger Global's new strategy & more

0:00 Sacks needs the ball

1:43 Trudeau invokes emergency powers to try and stop the truckers protest

13:45 Bitcoin's role in decentralizing currency …

4 years, 7 months ago

E67: Revisiting Rogan, Canadian truckers' protest, fusion breakthrough, $MSFT's savvy move & more

0:00 Bestie Intro: Phil Hellmuth found a new billionaire

1:30 Chamath's new camera positioning

3:58 Revisiting the Joe Rogan/Spotify situation, racis…

4 years, 8 months ago