One thing causing me concern as well is that you look around, it's all time. Hies, shebu ene worth 30, forty billion dollar bubble. I'm seeing sarela stales, real say. I'm see sas multiples at all time. This is, this is theainles. This is the never.
0:00 Bestie intro, child update, Joe Lonsdale’s take on paternity leave
20:44 Proposed “Wealth Tax”
35:13 Inflation discussion: corporate and government reactions
52:30 Dealing with inflation as a capital allocator
58:49 Big Tech’s outrageous quarterly earnings, why Google is the best business ever, Facebook’s “Meta” rebrand