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Intro Music Credit:

Referenced in the show:

Axios - Changes to capital gains taxes omitted from Biden's infrastructure plan

Cal Matters - A wealth tax could sabotage California's recovery

Healthline - COVID-19 Vaccines May Help Stop Virus Transmission: Here's What We Know

Show Notes:

0:00 Besties intro, state of the public & private markets

18:54 Chamath receives inspiring note re: last week's longevity talk

21:17 Archegos debacle, issues with trading on margin

32:26 Biden's infrastructure bill, US government becoming overleveraged

45:45 Potential tax hikes, inefficient deployment of capital, California wealth tax impact

52:59 Trade off between freedom & equality, how free markets spur innovation, generational changes

1:05:14 Is a wealth tax constitutional? Vaccine update

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