Bestie Guestie Brad Gerstner joins the show
1:00 All-In Summit recap and best moments
16:45 State of the markets, $ZM/$SNOW earnings, how much more uncertainty?
29:53 $SNAP drops after miscalculating earnings targets, understanding signs of a true bottom, the end of entitlement
51:10 Down market end game, investor decisions, reasons for optimism, quick reset potential
1:05:17 Sacks explains his concept for "default investable," Besties share thoughts on proactive layoffs and course correction
1:12:27 Addressing Uvalde, legislative disappointment, potential preventative solutions

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Intro Music Credit:
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Intro Video Credit:
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Referenced in the show:
https://www.google.com/finance/quote/...
https://www.google.com/finance/quote/...
https://investors.zoom.us/news-releas...
https://investors.snowflake.com/news/...
https://fred.stlouisfed.org/series/T1...
https://twitter.com/zerohedge/status/...
https://twitter.com/BillAckman/status...
https://layoffs.fyi
https://www.google.com/finance/quote/...
https://www.cnbc.com/2022/05/24/snaps...
https://www.google.com/finance/quote/...
https://www.google.com/finance/quote/...
https://nypost.com/2022/05/13/netflix...
https://twitter.com/JeffBezos/status/...
https://twitter.com/DavidSacks/status...
https://twitter.com/DavidSacks/status...
https://sacks.substack.com/p/the-burn...
https://elections.bradyunited.org/tak...
https://en.wikipedia.org/wiki/Mass_sh...
https://twitter.com/Jason/status/1529...
https://www.nytimes.com/interactive/2...
https://twitter.com/Jason/status/1529...