All-In with Chamath, Jason, Sacks & Friedberg

E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more

Nov 12, 2022

01:25:18

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Highlights

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Episode notes

Smarter = easier to convince yourself bad = good

01:18

Plan to Have Money Through the Q1 2025 - double dip recession

00:57

The Dynamics of Gamification in the Stock Market

00:46

Are You Taking It Too Far in Silicon Valley?

01:11

Introduction

2min

I Go Millie. It's a Word Salad

2min

I Gotta Go Millie Sucks

2min

Jet Blumint - Jet Blue Ticket Upgrade

1min

What Happened to Your Red Wave?

3min

Is There a Purple State Compromise on Abortion?

2min

The Winning Strategy Is That Meshy Middle

2min

Do You Know What's Going to Happen in the Republican Party?

2min

Do Republicans Want to Start Winning Elections?

3min

10.

We're Gonna Keep Losing Elections

2min

11.

Is It Legitimate?

2min

12.

Coinbase Is Not Like That

2min

13.

Alameda Blown Up in Cryptocurrency Market

2min

14.

The Contagion Risk

3min

15.

Alameda FTX or FTT Token

2min

16.

What Happened to FTX International and Alameda?

2min

17.

Is FTX US Worth Anything?

1min

18.

Bankruptcy

2min

19.

Decentralized Players in Cryptocurrency

3min

20.

CFTC - Crypto Commodities

2min

21.

Is There a Better Way to Regulate Cryptocurrencies?

3min

22.

Coinbase - Is This a Liar?

2min

23.

Do We Want to Be in Cryptocurrency?

2min

24.

The SEC Doesn't See Motivated

2min

25.

The Ends Didn't Justify the Means

2min

26.

Is There a Lot of Governance in Investing?

2min

27.

Cryptocurrency

3min

28.

Do You Think Crypto Investing Is a Model Where Decentralized Works?

2min

29.

Investing in the Tokens Is Going to End or What Do You Think?

1min

30.

Cryptocurrency and Defi Is the Future of Finance

2min

31.

Do You Think We Need a Constructive Regulating Framework?

2min

32.

I Don't Watch Out Are So Dumb Can I Just Say Something?

2min

33.

Cryptocurrency Markets Are a Multi-Layer Thing

3min

34.

The NASDAQ Inflation Print

2min

35.

The CPI Surprise May Actually Be Due to a Technical Print

1min

36.

Investing in the First Quarter of 2025

3min

37.

The Consolidation of Talent in the Startup World

2min

38.

Elan's a Trailblazer in the Digital Economy

2min

39.

Are You Taking It Too Far in Silicon Valley?

2min

40.

How Do You Get Incremental Dollars in These Tech Companies?

1min

41.

You're Not What I'm Fred. All Right.

3min

(0:00) New bestie game show!

(6:20) Election recap: Red wave falls flat, Republican party flips from Trump to DeSantis, a rebuke of extremism

(20:47) Coinbase CEO Brian Armstrong joins to break down the FTX collapse, further contagion risk, regulation, and more!

(43:32) Red flags exhibited by Sam Bankman-Fried and FTX, lack of governance/diligence

(1:06:00) Macroeconomic picture, lower than expected CPI print catalyzes market tear, advice for founders

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.nytimes.com/2022/11/10/us/politics/biden-ukraine-russia-diplomacy.html

https://www.wsj.com/articles/ftx-files-for-chapter-11-bankruptcy-11668176869

https://www.bloomberg.com/news/articles/2022-11-11/summers-says-ftx-meltdown-has-whiffs-of-enron-like-scandal

https://fortune.com/2022/11/10/sam-bankman-fried-ftx-joe-biden-democratic-party-second-biggest-donor

https://web.archive.org/web/20221109230422/https://www.sequoiacap.com/article/sam-bankman-fried-spotlight

https://twitter.com/GordonJohnson19/status/1591062535586848768

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All-In with Chamath, Jason, Sacks & Friedberg

E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more

Smarter = easier to convince yourself bad = good

Plan to Have Money Through the Q1 2025 - double dip recession

The Dynamics of Gamification in the Stock Market

Are You Taking It Too Far in Silicon Valley?

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

AI-poweredpodcast player

Discoverhighlights

Get the Snipd
podcast app

AI-powered
podcast player

Discover
highlights

Save any
moment

Share
& Export

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Discover
highlights