E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more

0:00 Bestie Intro: Chamath's happy hour and sweater feud
7:11 Breaking down the new 6.8% CPI number, reflecting on old inflation takes, jobs report, understanding why CPI is misleading
23:05 How growth stocks got overblown, current valuation outlook, government as capital allocators
40:12 Deficit trouble: will another president ever try and balance the budget? Areas of positivity in the economy
50:29 Better.com's botched layoffs, impact of overcapitalization, macro outlook for founders
1:11:16 Lessons from the Jussie Smollett saga

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Intro Music Credit:
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Intro Video Credit:
/ thezacheffect

Referenced in the show:
https://www.cnbc.com/2021/12/10/consu...
https://www.bls.gov/opub/ted/2021/con...
https://www.marketwatch.com/story/wha...
https://www.cnn.com/2021/01/27/econom...
https://www.nytimes.com/2021/03/22/op...
https://www.nytimes.com/2021/03/10/bu...
https://www.axios.com/inflation-consu...
http://cdn.cnn.com/cnn/2021/images/12...
https://www.politico.com/newsletters/...
https://www.cnbc.com/2021/12/03/jobs-...
/ 1469438745791410183
https://www.cnbc.com/2021/06/10/stanl...
https://www.businessinsider.com/congr...
• Elon Musk: "The government is simply ...
https://www.thebalance.com/deficit-by...
/ 1469370800771715073
https://www.forbes.com/sites/davidjea...
• Jussie Smollett FULL Interview on all...
• Dave Chappelle on the Jussie Smollett...

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