Episode · All-In with Chamath, Jason, Sacks & Friedberg · 2023-03-24

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

1 book · Listen · Watch on YouTube

(0:00) Bestie intro! (2:58) Fed hikes 25 bps (32:35) Balaji bets on Bitcoin $1M, predictions for hyperinflation, crypto crackdown in the US (54:27) Should the commercial real estate sector receive a similar treatment as regional banks?

Books mentioned, in the order they came up

  1. Principles

    Ray Dalio · at 44:07

    Principles by Ray Dalio is a best-selling guide detailing a systematic approach to life, management, and economic decision-making based on radical truth and transparency.

    Discussed
    “You have been in the Ray Dalio camp concerning the end of empires and whether the U.S. might be winding down its supremacy. Dalio pretty much asserts that this is the moment; is there any light between your position and his?”
    Where to get it