Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
Descripción del Episodio
(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) All-In for F1 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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Referenced in the show:
https://truthsocial.com/@realDonaldTrump/posts/114093526901586124
https://x.com/JTLonsdale/status/1896245689488920748
https://x.com/Jason/status/1896235076456739138
https://truthsocial.com/@realDonaldTrump/posts/114093946326587357
https://www.reuters.com/technology/tsmc-ceo-meet-with-trump-tout-investment-plans-2025-03-03
https://x.com/AutismCapital/status/1896655215899893968
https://x.com/USATODAY/status/1897248477081460849
https://truthsocial.com/@realDonaldTrump/posts/114116432894994278
https://truthsocial.com/@realDonaldTrump/posts/114112015891353323
https://fred.stlouisfed.org/series/USGOVT
https://x.com/DOGE/status/1897464303428755692
https://electrek.co/2025/02/07/renewables-90-percent-new-us-capacity-2024-ferc
https://www.thefp.com/p/a-20-billion-slush-fund-nonprofits
https://x.com/bariweiss/status/1896992192197013888
https://truthsocial.com/@realDonaldTrump/posts/114117008305421663
https://x.com/chamath/status/1895948351516131515
https://x.com/chamath/status/1895948351516131515
https://x.com/unusual_whales/status/1897737394964906437
https://x.com/great_martis/status/1897194563800064153
https://x.com/great_martis/status/1897581115952804248
https://www.sec.gov/Archives/edgar/data/1769628/000119312525044231/d899798ds1.htm
https://x.com/chamath/status/1896052861500604884
https://www.newsweek.com/map-global-thorium-reserves-country-2039893
https://x.com/dmartkc/status/1896260059640025113
https://x.com/ryangrim/status/1896306748052623852
https://x.com/_Andre_Ellis/status/1896935969041104981
https://x.com/KyleSamani/status/1897130321021411750
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