Recommended Watch: E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI
(youtube.com)
0:00 Bestie intros
3:02 Where Masa and SoftBank went wrong, why VC isn't scaleable, Vision Fund impact
27:59 Metrics that signify a bubble or the top of a market
36:46 US macroeconomic picture
50:45 FBI raids Mar-a-Lago, Trump back in news
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://group.softbank/system/files/p...
https://www.wsj.com/articles/softbank...
https://cloudedjudgement.substack.com...
https://www.wsj.com/articles/u-s-hous...
https://fred.stlouisfed.org/series/FI...
https://www.newyorkfed.org/microecono...
https://twitter.com/AndrewYang/status...
https://twitter.com/andrewcuomo/statu...
https://twitter.com/elonmusk/status/1...
https://twitter.com/michaeljburry/sta...
3:02 Where Masa and SoftBank went wrong, why VC isn't scaleable, Vision Fund impact
27:59 Metrics that signify a bubble or the top of a market
36:46 US macroeconomic picture
50:45 FBI raids Mar-a-Lago, Trump back in news
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://group.softbank/system/files/p...
https://www.wsj.com/articles/softbank...
https://cloudedjudgement.substack.com...
https://www.wsj.com/articles/u-s-hous...
https://fred.stlouisfed.org/series/FI...
https://www.newyorkfed.org/microecono...
https://twitter.com/AndrewYang/status...
https://twitter.com/andrewcuomo/statu...
https://twitter.com/elonmusk/status/1...
https://twitter.com/michaeljburry/sta...
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Francisco Gimeno - BC Analyst The besties meeting again talking about everything. Really interesting to watch friends who talk without any problems on agreeing or disagreeing, just on the talk and presenting their opinions to the viewers. The macroeconomy picture is one of the best in every one fo their podcast by the way. Other issues, like recognising financial bubbles, or the problem with SoftBank etc, is serious and spot discussion. We have enormous respect for these besties who will very soon reach 100 podcasts meeting and talking. Keep them in mind every time to get opinions and information from real experts.