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Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI

All-In with Chamath, Jason, Sacks & Friedberg

Release Date: 11/16/2024

The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Bestie intros! (0:58) Reacting to Trump targeting China and postponing all other reciprocal tariffs (21:21) Measures for success of tariffs, debating the impact of letting China into the WTO (46:14) Is the US being exploited on trade? Was free trade a mistake? (1:02:01) Recession chances, How the Trump administration gathers information (1:19:39) Future of the Democratic Party, Abundance agenda, DOGE (1:51:00) The Besties recap the debate and Chamath recaps the Breakthrough Prize Ceremony Follow Larry: Follow Ezra: Follow the besties: Follow on X: Follow on Instagram: Follow on...

DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) The Besties welcome Ben Shapiro and Antonio Gracias (1:54) Why Antonio is helping out and what it's like working with DOGE (4:56) DOGE's latest findings: illegal immigration, social security, and more (27:59) Was Biden's open border policy a Dem strategy to expand their voter base? (39:55) Tariffs: Liberation Day chaos, reactions, strategy (55:26) Impact, consequences, and risks for the Trump Administration (1:13:50) How the US can thrive in a high-tariff world (1:31:33) Future US political landscape if the tariff strategy fails (1:42:27) Chamath recaps his best-performing asset of 2025...

All-In Live from Austin: Colin and Samir, Chris Williamson, and Bryan Johnson

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Friedberg and Jason are live from Austin! (2:51) How building an audience has impacted the Besties (11:15) Colin & Samir join the Besties! (12:01) Evolution of short-form and long-form content (22:18) Business models for creatives (35:04) Advice to up and coming creators (42:10) Chris Williamson joins the Besties! (50:17) Making it seem effortless (57:47) Monetizing content (1:05:02) Scaling a one-man show (1:19:15) Bryan Johnson joins the Besties! (1:20:13) Spotify’s move to video (1:21:21) Bryan’s Ketamine experience (1:28:03) Creators and value props (1:36:52) Issues with the...

The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) The Besties welcome Gavin Baker back on the show! (1:20) Nvidia balance sheet questions, CoreWeave IPO, M&A/IPO bounce back (16:22) US vs China in AI: Manus, China building its own Nvidia, and more (28:37) The Administration's endgame for tariffs (53:05) Signalgate: context and fallout (1:09:42) El Salvador deportations Follow Gavin: Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video Credit: Referenced in the show:

White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Welcoming Cyan Banister and David Sacks! (3:23) Behind the scenes of the Besties in DC: White House, cabinet interviews, and more (33:00) How M&A will be unleashed, Google buys Wiz for $32B, Tim Walz on Tesla (49:09) Deep dive on Google/Wiz: breakup fee, impact on VC, ROIC, cloud advantage (1:00:28) Treasury vs Fed tension, Bond markets, consumers, deregulation (1:12:57) Space rescue, SpaceX vs China, lunar landing Thanks to our partners for making this happen: Hims: https://www.hims.com | Gemini: iTrustCapital (use code allin): Follow Cyan: Follow the besties: Follow on X: ...

Howard Lutnick | All-In in DC!

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Chamath and Friedberg welcome Commerce Secretary Howard Lutnick! (1:10) Howard describes his 30+ year relationship with President Trump and his road from business to politics (14:44) Running Trump's transition team, DOGE origin story, what it's like working for Trump (38:01) Balancing the budget and fixing GDP (52:21) Tariff history and strategy, global trade (1:10:34) Trump Cards, building better government software, AI thoughts (1:22:49) Sovereign Wealth Fund strategy (1:37:16) How his family reacted to his new role Thanks to our partners for making this happen: Gemini: Hims: | ...

Scott Bessent | All-In in DC!

All-In with Chamath, Jason, Sacks & Friedberg

(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) Scott explains the Trump Administration's economic strategy (32:45) How this administration plans to de-regulate the economy, Fed relationship, re-financing debt (42:06) DOGE, DC grifts, shakeup at the IRS (50:51) Re-engineering social security through the US SWF, how energy...

Fixing the American Dream with Andrew Schulz

All-In with Chamath, Jason, Sacks & Friedberg

(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 the housing market, social security reform (55:45) Aligning upside via increased stock market participation (1:11:23) How Andrew blew up in comedy, going direct via YouTube, building a cancel-proof following (1:22:25) State of America, conspiracy obsession, thoughts on Trump and...

Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO

All-In with Chamath, Jason, Sacks & Friedberg

(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 breakdown, re-balancing the economy (1:14:19) State of Ukraine/Russia, the Western alliance, and how techno-optimism plays into the future of defense pacts (1:24:31) GPT-4.5, Grok 3 on X, and the Golden Age of language models (1:33:47) All-In for F1 Miami! (1:37:34) David Sacks...

Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy

All-In with Chamath, Jason, Sacks & Friedberg

(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 market: stocks, tariffs, spending bill, the "great reset" (49:07) Trump's Gold Card (56:19) Sophisticated investor test, changing accreditation laws (1:06:57) USPS, Bezos refocuses the WaPo's opinion page Follow the besties: Follow on X: Follow on Instagram: Follow on...

More Episodes

(0:00) Bestie intros!

(7:57) Election impact on Bitcoin, crypto, and fintech stocks

(21:56) M&A and IPOs: What to expect in 2025

(39:52) Pharma advertising on cable tv: Should it be allowed? Is big pharma buying influence?

(58:17) FBI raids Polymarket CEO Shayne Coplan's home

(1:05:51) Trump's transition picks: Strategy, highest upside/downside, and more

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https://allin.ticketsauce.com/e/all-in-holiday-spectacular

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https://x.com/chamath

https://x.com/Jason