Tariffs and Economic Rebalancing

(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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Intro Music Credit:

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Intro Video Credit:

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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://www.nbcnews.com/politics/supreme-court/supreme-court-rejects-trump-administrations-bid-avoid-paying-usaid-con-rcna194230

https://truthsocial.com/@realDonaldTrump/posts/114116432894994278

https://truthsocial.com/@realDonaldTrump/posts/114112015891353323

https://www.reuters.com/business/autos-transportation/trump-auto-tariff-rate-will-be-around-25-2025-02-18

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://apnews.com/article/donald-trump-bitcoin-cryptocurrency-stockpile-6f1314f5e99bbf47cc3ee6fc6178588d

https://www.whitehouse.gov/presidential-actions/2025/01/strengthening-american-leadership-in-digital-financial-technology

https://www.whitehouse.gov/presidential-actions/2025/03/establishment-of-the-strategic-bitcoin-reserveand-united-states-digital-asset-stockpile

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

https://x.com/pbartstephens/status/1897008176467468349

https://x.com/HHorsley/status/1897461451675328879