(0:00) New bestie game show!
(6:20) Election recap: Red wave falls flat, Republican party flips from Trump to DeSantis, a rebuke of extremism
(20:47) Coinbase CEO Brian Armstrong joins to break down the FTX collapse, further contagion risk, regulation, and more!
(43:32) Red flags exhibited by Sam Bankman-Fried and FTX, lack of governance/diligence
(1:06:00) Macroeconomic picture, lower than expected CPI print catalyzes market tear, advice for founders
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.nytimes.com/2022/11/10/us/politics/biden-ukraine-russia-diplomacy.html
https://www.wsj.com/articles/ftx-files-for-chapter-11-bankruptcy-11668176869
https://www.bloomberg.com/news/articles/2022-11-11/summers-says-ftx-meltdown-has-whiffs-of-enron-like-scandal
https://fortune.com/2022/11/10/sam-bankman-fried-ftx-joe-biden-democratic-party-second-biggest-donor
https://web.archive.org/web/20221109230422/https://www.sequoiacap.com/article/sam-bankman-fried-spotlight
https://twitter.com/GordonJohnson19/status/1591062535586848768
E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more
E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more
E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more
E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more
E68: Trudeau invokes emergency powers, Bitcoin vs. government, Tiger Global's new strategy & more
E67: Revisiting Rogan, Canadian truckers' protest, fusion breakthrough, $MSFT's savvy move & more
E66: $FB's major pullback, Rogan/Spotify mess, Xi/Putin meetup and understanding supply chain issues with Bestie Guestie Ryan Petersen (Flexport CEO)
E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more
E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
E63: Insurrection indictments, human rights in the US and abroad, groundbreaking MS study and more
E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more
E61: 2022 Predictions! Business, politics, science, tech, crypto, & more
E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars
E59: Twitter's content warning algo, equity audits, politicians trading stocks, Fed's next move, mRNA & more
E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more
E57: Understanding Omicron, tech stocks plummet, VC's great resignation, Jack Dorsey's departure
E56: Constitution DAO, Rittenhouse trial coverage, private sector efficiency vs the government
E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more
E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses
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