E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more

<p>0:00 Bestie intro and Solana Breakpoint talk</p> <p>4:43 Covering the censored segment from last week, how to value crypto projects and general investing, what to take away from the podcast</p> <p>30:45 Rivian's >$100B valuation, greatest CNBC hit of all time</p> <p>42:06 Inflation: reacting to the CPI number, problems with MMT, strategies to curb it</p> <p>1:01:34 Xi Jinping becomes China's "Supreme Leader"</p> <p>1:08:35 GE, Toshiba, and J&J break up into separate businesses: is this the end of the conglomerate? Insights from PayPal breaking off from eBay, what buybacks signal</p> <p>1:24:44 Besties wrap the show</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/us-inflation-consumer-price-index-october-2021-11636491959"> https://www.wsj.com/articles/us-inflation-consumer-price-index-october-2021-11636491959</a></p> <p><a href= "https://twitter.com/denverbitcoin/status/1458900776747737093/photo/1"> https://twitter.com/denverbitcoin/status/1458900776747737093/photo/1</a></p> <p><a href= "https://www.dtnpf.com/agriculture/web/ag/crops/article/2021/11/10/nitrogen-fertilizer-prices-shatter-1"> https://www.dtnpf.com/agriculture/web/ag/crops/article/2021/11/10/nitrogen-fertilizer-prices-shatter-1</a></p> <p><a href= "https://www.wsj.com/articles/u-s-tests-israels-iron-dome-in-guam-as-defense-against-chinese-cruise-missiles-11636455224"> https://www.wsj.com/articles/u-s-tests-israels-iron-dome-in-guam-as-defense-against-chinese-cruise-missiles-11636455224</a></p> <p><a href= "https://twitter.com/Sen_JoeManchin/status/1458443966135902221">https://twitter.com/Sen_JoeManchin/status/1458443966135902221</a></p> <p><a href= "https://fredblog.stlouisfed.org/2017/02/two-tales-of-federal-debt"> https://fredblog.stlouisfed.org/2017/02/two-tales-of-federal-debt</a></p> <p><a href= "https://www.wsj.com/articles/chinas-xi-gains-power-as-communist-party-designates-him-historical-figure-11636635312"> https://www.wsj.com/articles/chinas-xi-gains-power-as-communist-party-designates-him-historical-figure-11636635312</a></p> <p><a href= "https://www.cnbc.com/2021/11/09/ge-to-break-up-into-3-companies-focusing-on-aviation-healthcare-and-energy.html"> https://www.cnbc.com/2021/11/09/ge-to-break-up-into-3-companies-focusing-on-aviation-healthcare-and-energy.html</a></p> <p><a href= "https://www.wsj.com/articles/toshiba-like-ge-plans-to-split-into-three-parts-11636700609?st=e6zgv5yq433lvr3&reflink=article_imessage_share"> https://www.wsj.com/articles/toshiba-like-ge-plans-to-split-into-three-parts-11636700609?st=e6zgv5yq433lvr3&reflink=article_imessage_share</a></p> <p><a href= "https://investor.pypl.com/news-and-events/news-details/2021/Response-to-Market-Rumors-of-Discussions-Between-PayPal-and-Pinterest/default.aspx"> https://investor.pypl.com/news-and-events/news-details/2021/Response-to-Market-Rumors-of-Discussions-Between-PayPal-and-Pinterest/default.aspx</a></p> <p><a href= "https://www.marketwatch.com/story/apple-spent-nearly-20-billion-on-stock-buybacks-in-q4-at-average-prices-below-the-vwap-2021-10-29"> https://www.marketwatch.com/story/apple-spent-nearly-20-billion-on-stock-buybacks-in-q4-at-average-prices-below-the-vwap-2021-10-29</a></p> <p><a href= "https://www.nasdaq.com/articles/which-companies-spend-the-most-in-research-and-development-rd-2021-06-21"> https://www.nasdaq.com/articles/which-companies-spend-the-most-in-research-and-development-rd-2021-06-21</a></p>