Dec 29, 2021
(0:00) Recapping the "Superspreader"
(6:12) Predicting 2022's biggest political winner
(11:57) Predicting 2022's biggest political loser
(19:07) Predicting 2022's biggest business winner
(25:47) Predicting 2022's biggest business loser
(34:30) Most contrarian belief for 2022
(1:02:07) Best performing asset for...
Dec 23, 2021
(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 Political Surprise
(22:24) Biggest Winner - Business
(26:03) Biggest Loser - Business
(30:54) Biggest Business Surprise
(35:27) Best Science Breakthrough
(42:56) Biggest Flash...
Dec 17, 2021
(0:00) Bestie Intro: Sweater update, NYC stories
(8:30) Sacks got flagged on Twitter, theorizing on Twitter's content warning algorithm
(14:37) "Racial equity audits" with product-level consequences might be coming to Big Tech
(27:37) Elizabeth Warren vs. Elon on Twitter, birth of "Senator Karen," understanding where...
Dec 11, 2021
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, understanding why CPI is misleading
23:05 How growth stocks got overblown, current valuation outlook, government as capital allocators
40:12 Deficit trouble: will another...
Dec 4, 2021
(0:00) Bestie Intro: Miami talk, gambling stories, Nancy Pelosi's retirement plans
(12:30) Understanding the Omicron variant
(24:49) Tech stocks plummet: why the selloff?
(33:44) Inflation: here to stay? What's the 10-year outlook?
(44:57) Anticipating a "Great Resignation" of successful VCs
(54:45) Tech people ruining...