Podcast Episodes
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Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
(0:00) The Besties welcome Brad Gerstner!
(3:48) Economic fallout of the Iran War, escalation scenarios, impact on midterms
(19:18) Off ramp strategi…
7 months ago
Rewriting the Rules: The SEC & CFTC on Crypto, IPOs & the Future of American Markets
(0:00) Jason and Chamath welcome SEC's Paul Atkins and CFTC's Michael Selig
(0:53) Atkins on how US markets have changed over his 40 year career
(3:0…
7 months ago
Graham Allison on the Global Realignment: Iran, China, Israel, Greenland
(0:00) The Besties welcome legendary Harvard professor Graham Allison
(1:14) Iran Conflict: Strategy, Netanyahu's influence, Trump's motivation, rede…
7 months, 1 week ago
Exiled Iranian Prince Reza Pahlavi: Transition Plan and the Fight for Iran's Freedom
(0:00) Jason intros Prince Reza Pahlavi
(1:09) Pahlavi's take on the war and vision for Iran's future, Democracy, and return
(8:53) Trump's surrender…
7 months, 1 week ago
Inside the Iran War and the Pentagon's Feud with Anthropic with Under Secretary of War Emil Michael
(0:00) The Besties welcome Under Secretary of War Emil Michael
(2:30) US war with Iran: Bigger picture and why now?
(13:16) Trump's new approach to w…
7 months, 1 week ago
Ray Dalio: Our System Is in Jeopardy - Debt, AI & the Cycle That Destroyed Rome
(0:00) Friedberg Introduces Ray Dalio
(1:29) 5 Forces That Will Decide America's Future
(7:26) Why Government Reform Is Nearly Impossible
(11:19) Gol…
7 months, 1 week ago
Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
(0:00) Bestie intros
(1:22) Claude's hit list, SaaS crash, and Citrini's AI letter
(30:39) Why Doomer narratives are more popular, valuable new AI jo…
7 months, 2 weeks ago
Epstein Files Special: Prince Andrew Arrested, Global Network, Mythology, Reid Hoffman Files
(0:00) David Sacks introduces Saagar Enjeti and Michael Tracey
(1:04) Reacting to the arrest of Prince Andrew in the UK, Epstein's global finance net…
7 months, 3 weeks ago
Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV
(0:00) Bestie intros
(0:23) AI updates: On-prem comeback, token budgets surpass salaries
(19:19) Prediction markets: Super Bowl insider trading, how …
8 months ago
CZ's Untold Story: The Rise, Fall, and Redemption of Binance's Founder
(0:00) From China to Canada
(6:13) CZ's Early Career: Shockingly Normal
(17:39) First Company in Shanghai
(23:08) Discovering Bitcoin
(30:11) Going A…
8 months, 1 week ago