E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI

0:00 Bestie intros
3:02 Where Masa and SoftBank went wrong, why VC isn't scaleable, Vision Fund impact
27:59 Metrics that signify a bubble or the top of a market
36:46 US macroeconomic picture
50:45 FBI raids Mar-a-Lago, Trump back in news

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Intro Music Credit:
https://rb.gy/tppkzl
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Intro Video Credit:
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Referenced in the show:
https://group.softbank/system/files/p...
https://www.wsj.com/articles/softbank...
https://cloudedjudgement.substack.com...
https://www.wsj.com/articles/u-s-hous...
https://fred.stlouisfed.org/series/FI...
https://www.newyorkfed.org/microecono...
/ 1556987104219090945
/ 1556990308424028163
/ 1546669610509799424
/ 1557934401505308672

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