E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more

All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC

Alllin, Coronavirus, Calacanis, Palihapitiya, Health, Sacks, Friedberg, Allin, Entrepreneurship, Covid19, Gambling, Grow, Investing, Iq, Tips, Tech, Business, Jason, Startups, Poker, Technology, Money, Learn, Davidsacks, Davidfriedberg, Chamath

4.2 • 7.1K Ratings

🗓️ 24 March 2023

⏱️ 94 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

(0:00) Bestie intro!

(2:58) Fed hikes 25 bps

(32:35) Balaji bets on Bitcoin $1M, predictions for hyperinflation, crypto crackdown in the US

(54:27) Should the commercial real estate sector receive a similar treatment as regional banks? Math and solutions on 100% FDIC insurance

(1:16:04) TikTok CEO grilled by US lawmakers: What is TikTok's endgame in the US?

(1:25:46) Relativity Space shoutout and bestie wrap!

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://www.wsj.com/articles/fed-raises-rates-but-nods-to-greater-uncertainty-after-banking-stress-6ae9316f

https://twitter.com/scottrechler/status/1638534824808923136

https://www.wsj.com/articles/commercial-property-debt-creates-more-bank-worries-b36184ba

https://twitter.com/elonmusk/status/1636928718173003776

https://fred.stlouisfed.org/series/WGS10YR

https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4387676

https://www.sfgate.com/business/article/Pinterest-terminate-SF-office-lease-88-Bluxome-15525421.php

https://twitter.com/boazweinstein/status/1638964105917890561

https://twitter.com/mr_derivatives/status/1638772846326583296

https://twitter.com/DavidSacks/status/1638957986138959873

https://twitter.com/balajis/status/1636797265317867520

https://twitter.com/balajis/status/1222921758375927808

https://thehill.com/opinion/finance/3911036-how-to-escape-the-trap-of-the-clean-debt-ceiling-vote

https://www.cnbc.com/2023/03/22/coinbase-warned-by-sec-of-potential-securities-charges.html

https://www.piratewires.com/p/2023-banking-crisis

https://twitter.com/balajis/status/1448455115271143424

https://www.presidency.ucsb.edu/documents/executive-order-6102-requiring-gold-coin-gold-bullion-and-gold-certificates-be-delivered

https://twitter.com/markgags/status/802597908033966081

https://twitter.com/relativityspace/status/1638753739128315906

Transcript

Click on a timestamp to play from that location

0:00.0	What are you eating, free, brook? Is that Buffalo jerky? What is that?
0:02.7	That's a red pepper. It is not the bull tongue.
0:04.8	I didn't have time for lunch. I got pistachios.
0:07.2	I got a red pepper. Oh, wait, wait, look at this.
0:09.5	Look at this.
0:11.4	Oh, is that our branded pistachios?
0:13.6	Are these the best pistachios?
0:16.2	They're the best.
0:16.9	You've got something vinegar, yeah?
0:17.9	Something vinegar, yeah, yeah, yeah, they're the best.
0:19.6	Are those unpeeled pistachios?
0:22.9	These guys are so rich, people peel their nuts.
0:25.2	People have been peeling my nuts since the Facebook I've been.
0:30.1	Look like your winner is right.
0:32.2	Rainman David Simon, David Simon.
0:36.0	Do we know?
0:37.2	Yeah.
0:38.0	And I've said we open sources to the fans and they've just got crazy with me.
0:41.5	Love you, guys.
0:42.4	I'm so sweet.
0:42.8	Queen of kilowatt.
0:44.3	I'm going low, Lea.
	...

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