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

Mar 24, 2023

(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!

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Intro Music Credit:
https://rb.gy/tppkzl
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Intro Video Credit:
/ thezacheffect

Referenced in the show:
https://www.wsj.com/articles/fed-rais...
/ 1638534824808923136
https://www.wsj.com/articles/commerci...
/ 1636928718173003776
https://fred.stlouisfed.org/series/WG...
https://papers.ssrn.com/sol3/papers.c...
https://www.sfgate.com/business/artic...
/ 1638964105917890561
/ 1638772846326583296
/ 1638957986138959873
/ 1636797265317867520
/ 1222921758375927808
https://thehill.com/opinion/finance/3...
https://www.cnbc.com/2023/03/22/coinb...
https://www.piratewires.com/p/2023-ba...
/ 1448455115271143424
https://www.presidency.ucsb.edu/docum...
/ 802597908033966081
/ 1638753739128315906

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