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E218: Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
Mar 7, 2025 Full Episodes
(0:00) The Besties welcome Joe Lonsdale!
(3:51) Jason recaps an eventful week in Washington
(8:29) Trump's tariffs: endgame, impact, chaos, master plan
(26:25) DOGE, IRA grifting, do campaign contributions need to be capped?
(53:42) CoreWeave IPO
(1:03:36) Trump 2.0 favoring Main Street over Wall Street, bond market breakdown, re-balancing the economy
(1:14:19) State of Ukraine/Russia, the Western alliance, and how techno-optimism plays into the future of defense pacts
(1:24:31) GPT-4.5, Grok 3 on X, and the Golden Age of language models
(1:33:47) Announcing All-In Live: Miami
(1:37:34) David Sacks joins Jason to break down the Strategic Bitcoin Reserve and Digital Asset Stockpile
(1:48:30) Sacks addresses clearing all of his crypto-related positions prior to Inauguration Day
(1:57:23) Importance of disclosures and updates on a market structure bill
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Intro Music Credit:
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Intro Video Credit:
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Referenced in the show:
https://truthsocial.com/@realDonaldTr...
https://x.com/JTLonsdale/status/18962...
https://x.com/Jason/status/1896235076...
https://truthsocial.com/@realDonaldTr...
https://www.reuters.com/technology/ts...
https://x.com/AutismCapital/status/18...
https://x.com/USATODAY/status/1897248...
https://www.nbcnews.com/politics/supr...
https://truthsocial.com/@realDonaldTr...
https://truthsocial.com/@realDonaldTr...
https://www.reuters.com/business/auto...
https://fred.stlouisfed.org/series/US...
https://x.com/DOGE/status/18974643034...
https://electrek.co/2025/02/07/renewa...
https://www.thefp.com/p/a-20-billion-...
https://x.com/bariweiss/status/189699...
https://truthsocial.com/@realDonaldTr...
https://x.com/chamath/status/18959483...
https://x.com/chamath/status/18959483...
https://x.com/unusual_whales/status/1...
https://x.com/great_martis/status/189...
https://x.com/great_martis/status/189...
https://www.sec.gov/Archives/edgar/da...
https://x.com/chamath/status/18960528...
https://www.newsweek.com/map-global-t...
https://apnews.com/article/donald-tru...
https://www.whitehouse.gov/presidenti...
https://www.whitehouse.gov/presidenti...
https://x.com/dmartkc/status/18962600...
https://x.com/ryangrim/status/1896306...
https://x.com/_Andre_Ellis/status/189...
https://x.com/KyleSamani/status/18971...
https://x.com/pbartstephens/status/18...
https://x.com/HHorsley/status/1897461...
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