(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 factors in
(1:00:02) Surprises, fixing affordability, thoughts on President Trump
Thanks to our partners for making this happen:
Gemini: https://www.gemini.com
Hims: https://www.hims.com | https://www.forhers.com
iTrustCapital (use code allin): https://www.itrustcapital.com
Follow Secretary Bessent:
https://x.com/SecScottBessent
Follow the besties:
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg
Follow on X:
https://x.com/theallinpod
Follow on Instagram:
/ theallinpod
Follow on TikTok:
/ theallinpod
Follow on LinkedIn:
/ allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
#allin #tech #news
(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 factors in
(1:00:02) Surprises, fixing affordability, thoughts on President Trump
Thanks to our partners for making this happen:
Gemini: https://www.gemini.com
Hims: https://www.hims.com | https://www.forhers.com
iTrustCapital (use code allin): https://www.itrustcapital.com
Follow Secretary Bessent:
https://x.com/SecScottBessent
Follow the besties:
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg
Follow on X:
https://x.com/theallinpod
Follow on Instagram:
/ theallinpod Follow on TikTok:
/ theallinpod Follow on LinkedIn:
/ allinpod Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
#allin #tech #news
-
- 1
Francisco Gimeno - BC Analyst They call this podcast a masterclass featuring “Scott Bessent” with a deep dive into the world of investing, geopolitics, and global markets! The ability of this thinker to connect the dots between politics and economics is next-level. He talks on how he approaches investment to identifying long-term trends and positioning portfolios to capitalize on them in disciplined, forward-thinking investing. You can like him because his words are not just difficult technicist abut a high level strategic thinking with various practical insights. You will hear about geopolitics, China, AI, possibilities, be always informed, be critical, be proactive and prudent. What we see here is pieces of wisdom and atonable takeaways. Welcome to watch it and comment.