Mar 19, 2025
(0:00) Chamath and Friedberg describe their adventures in DC and welcome Treasury Secretary Scott Bessent!
(2:12) Scott's background, what drew him to equities, the role of macro investors
(7:22) The legendary trade that broke the Bank of England in 1992, and how it relates to Main Street vs Wall Street today
(21:30)...
Mar 15, 2025
(0:00) The Besties intro Andrew Schulz!
(3:29) Friedberg hits a quick Science Corner on the future of fertility
(9:35) Reacting to Gavin Newsom's new podcast: genius or pandering?
(19:36) Tariff experiment so far: risks, communication issues, and more
(30:44) Why the American Dream is broken and how to fix it: cracking...
Mar 8, 2025
(0:00) The Besties welcome Joe Lonsdale!
(3:51) Jason recaps an eventful week in Washington
(8:29) Trump's tariffs: endgame, impact, chaos, master plan
(26:25) DOGE, IRA grifting, do campaign contributions need to be capped?
(53:42) CoreWeave IPO
(1:03:36) Trump 2.0 favoring Main Street over Wall Street, bond market...
Mar 1, 2025
(0:00) Bestie intros
(1:41) Epstein files first release underwhelms
(4:40) Friedberg recaps his experience on Celebrity Jeopardy!
(14:22) State of autonomous robots
(21:06) Comparing annual reports from Stripe and Adyen; Stripe's network effects, stablecoin infra, and the pace of AI company building
(29:12) State of the...
Feb 21, 2025
(0:00) The Besties welcome John and Patrick Collison!
(4:28) Stripe's business evolution: $1T in volume/year, stablecoins, challenging the Visa/Mastercard duopoly, publishing economic indicators
(20:31) Jamie Dimon's leaked rant on remote work and bureaucracy
(34:22) DOGE for Defense: Trump ordered the Pentagon to look...