E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more

<p>(0:00) Bestie intro!</p> <p>(2:58) Fed hikes 25 bps</p> <p>(32:35) Balaji bets on Bitcoin $1M, predictions for hyperinflation, crypto crackdown in the US</p> <p>(54:27) Should the commercial real estate sector receive a similar treatment as regional banks? Math and solutions on 100% FDIC insurance</p> <p>(1:16:04) TikTok CEO grilled by US lawmakers: What is TikTok's endgame in the US?</p> <p>(1:25:46) Relativity Space shoutout and bestie wrap!</p> <p>Follow the besties:</p> <p><a href= "https://twitter.com/chamath">https://twitter.com/chamath</a></p> <p><a href= "https://linktr.ee/calacanis">https://linktr.ee/calacanis</a></p> <p><a href= "https://twitter.com/DavidSacks">https://twitter.com/DavidSacks</a></p> <p><a href= "https://twitter.com/friedberg">https://twitter.com/friedberg</a></p> <p>Follow the pod:</p> <p><a href= "https://twitter.com/theallinpod">https://twitter.com/theallinpod</a></p> <p><a href= "https://linktr.ee/allinpodcast">https://linktr.ee/allinpodcast</a></p> <p>Intro Music Credit:</p> <p><a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a></p> <p><a href= "https://twitter.com/yung_spielburg">https://twitter.com/yung_spielburg</a></p> <p>Intro Video Credit:</p> <p><a href= "https://twitter.com/TheZachEffect">https://twitter.com/TheZachEffect</a></p> <p>Referenced in the show:</p> <p><a href= "https://www.wsj.com/articles/fed-raises-rates-but-nods-to-greater-uncertainty-after-banking-stress-6ae9316f"> https://www.wsj.com/articles/fed-raises-rates-but-nods-to-greater-uncertainty-after-banking-stress-6ae9316f</a></p> <p><a href= "https://twitter.com/scottrechler/status/1638534824808923136">https://twitter.com/scottrechler/status/1638534824808923136</a></p> <p><a href= "https://www.wsj.com/articles/commercial-property-debt-creates-more-bank-worries-b36184ba"> https://www.wsj.com/articles/commercial-property-debt-creates-more-bank-worries-b36184ba</a></p> <p><a href= "https://twitter.com/elonmusk/status/1636928718173003776">https://twitter.com/elonmusk/status/1636928718173003776</a></p> <p><a href= "https://fred.stlouisfed.org/series/WGS10YR">https://fred.stlouisfed.org/series/WGS10YR</a></p> <p><a href= "https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4387676">https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4387676</a></p> <p><a href= "https://www.sfgate.com/business/article/Pinterest-terminate-SF-office-lease-88-Bluxome-15525421.php"> https://www.sfgate.com/business/article/Pinterest-terminate-SF-office-lease-88-Bluxome-15525421.php</a></p> <p><a href= "https://twitter.com/boazweinstein/status/1638964105917890561">https://twitter.com/boazweinstein/status/1638964105917890561</a></p> <p><a href= "https://twitter.com/mr_derivatives/status/1638772846326583296">https://twitter.com/mr_derivatives/status/1638772846326583296</a></p> <p><a href= "https://twitter.com/DavidSacks/status/1638957986138959873">https://twitter.com/DavidSacks/status/1638957986138959873</a></p> <p><a href= "https://twitter.com/balajis/status/1636797265317867520">https://twitter.com/balajis/status/1636797265317867520</a></p> <p><a href= "https://twitter.com/balajis/status/1222921758375927808">https://twitter.com/balajis/status/1222921758375927808</a></p> <p><a href= "https://thehill.com/opinion/finance/3911036-how-to-escape-the-trap-of-the-clean-debt-ceiling-vote"> https://thehill.com/opinion/finance/3911036-how-to-escape-the-trap-of-the-clean-debt-ceiling-vote</a></p> <p><a href= "https://www.cnbc.com/2023/03/22/coinbase-warned-by-sec-of-potential-securities-charges.html"> https://www.cnbc.com/2023/03/22/coinbase-warned-by-sec-of-potential-securities-charges.html</a></p> <p><a href= "https://www.piratewires.com/p/2023-banking-crisis">https://www.piratewires.com/p/2023-banking-crisis</a></p> <p><a href= "https://twitter.com/balajis/status/1448455115271143424">https://twitter.com/balajis/status/1448455115271143424</a></p> <p><a href= "https://www.presidency.ucsb.edu/documents/executive-order-6102-requiring-gold-coin-gold-bullion-and-gold-certificates-be-delivered"> https://www.presidency.ucsb.edu/documents/executive-order-6102-requiring-gold-coin-gold-bullion-and-gold-certificates-be-delivered</a></p> <p><a href= "https://twitter.com/markgags/status/802597908033966081">https://twitter.com/markgags/status/802597908033966081</a></p> <p><a href= "https://twitter.com/relativityspace/status/1638753739128315906">https://twitter.com/relativityspace/status/1638753739128315906</a></p>