(0:00) Bestie intro!

(1:15) Macro picture update: 0.25% raise, jobs rip up, wage growth continues to slow

(17:52) Interest rates impact on mega-cap company creation

(33:58) Mass extinction event coming to startups, reckoning for VCs, venture debt issues

(1:02:33) Adani's potential fraud, role of short sellers

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Referenced in the show:

https://www.wsj.com/articles/fed-approves-quarter-point-rate-hike-signals-more-increaseslikely-11675278190

https://twitter.com/gradypb/status/1620937502248034304

Hamilton Tiger Cats agree to terms with quarterback Bo Levi Mitchell