Episode (200)
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E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI
Jan 13, 2024(0:00) Bestie intros! Friedberg's jumper (1:21) US and its allies strike Houthi targets in Yemen (16:24) Markets: Q1 rate cut looks unlikely, December CPI print slightly hot, soft landing in jeopard...
E160: 2024 Predictions! Markets, tech, politics, and more
Jan 06, 2024(0:00) Bestie intros! Pasty Preppers (4:17) 2024's Biggest Political Winner (13:37) 2024's Biggest Political Loser (19:41) 2024's Biggest Business Winner (32:08) 2024's Biggest Business Loser (37...
E159: The Bestie Awards! Recapping the best and worst of 2023
Dec 29, 2023(0:00) Welcome to the fourth annual Bestie Awards! (4:14) Biggest Political Winner (10:26) Biggest Political Loser (15:14) Biggest Political Surprise (23:02) Biggest Business Winner (26:50) Bigge...
E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked
Dec 23, 2023(0:00) Bestie intros: Jason comes in hot, All-In's new Chairman Dictator, Holiday party recap, and more (7:54) Understanding the trade disruption in the Red Sea: Houthis, global impact on trade, the ...
E157: Epic legal win, OpenAI licensing deals, FCC targets Elon, Alex Jones reinstated & more
Dec 16, 2023(0:00) Bestie intros: Mullets! (2:56) Recapping Friedberg's holiday party (9:29) Jury rules in favor of Epic Games over Google: How to handle the app store duopoly? (23:21) OpenAI inks deal with Ax...
E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update
Dec 08, 2023(0:00) Bestie intro! (3:12) Ivy League antisemitism hearings (21:55) State of the economy for consumers (34:55) Signs of life in SaaS, VC shutdowns, and more (44:59) Why Friedberg chose to take th...
E155: In conversation with Tucker Carlson, plus OpenAI chaos explained
Dec 01, 2023(0:00) Bestie intros! Tucker Carlson joins the show (0:59) Tucker's departure from Fox News (10:49) The state of American society and the importance of rediscovering national alignment (30:53) Why ...
E154: Presidential Candidate Dean Phillips in conversation with the Besties + Xi's SF visit & more
Nov 17, 2023(0:00) Bestie intros! (1:25) Democratic Presidential Candidate Dean Phillips shares his business background (13:11) Dean's time in Congress: witnessing legal corruption, thoughts on Biden's mental s...
E153: In conversation with Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI
Nov 11, 2023(0:00) Bestie Intros: Sacks keeps receipts! (1:14) Jared Kushner joins the show: background, Trump's campaign validation (13:12) State of Israel vs Hamas, escalation risks (23:04) Historical contex...
E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's "Cronkite Moment" & more
Nov 03, 2023(0:00) Bestie intros, All-In CEO talk, and Chamath's research product (10:49) Ukraine has its "Cronkite Moment" (16:56) Market outlook: are we in for a Q4 rally? (22:05) CRE chaos: SF's firesales, ...