Is the inflection in bond yields (back down) and prices (back up) starting right now? Did the European Central Bank just warn of a re-run of the 2011-12 European Sovereign Debt Crisis?
Yesterday
Fallen Hedge Fund Just Confirmed the Next Financial Crisis
<p>Nvidia was a bust. Not the company’s earnings and forecasts, those were stellar. Instead, it didn’t provide the buying boost everyone thought it would. Stocks lost ground. Bitcoin continues to get hammered, down by a third in roughly six weeks. What is going on here? The answe ... Show More
21m 23s
Feb 2024
Tucker Interviews Putin, Rogan's New Spotify Deal, Elon Musk Going to Rehab | PBD Podcast | Ep. 362
<p>Patrick Bet-David, Adam Sosnick, Tom Ellsworth, and Vincent Oshana discuss Tucker Carlson travelling to Russia to interview Russian President Vladimir Putin, Joe Rogan's new Spotify deal worth $250 million, and the Wall Street Journal's report that Elon Musk is being u ... Show More
2h 14m
Jan 2023
E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem
(0:00) Bestie intro! (0:43) Reacting to Slate's article on All-In (11:18) SF business owner caught spraying homeless person on camera (29:22) Microsoft to invest $10B into OpenAI with unique terms, generative AI VC hype cycle (1:09:57) Biden's documents, America's over-classifica ... Show More
1h 31m
Jun 2024
MacroVoices #434 Bill Blain: Will Higher For Longer, Lead To Market Mayhem?
<p class="p1">MacroVoices Erik Townsend & Patrick Ceresna welcome back, WindShift Capital Founder, Bill Blain. They discuss everything from the equity market melt-up to inflation to bond yields. <a href='https://bit.ly/3VJ0bBH'>https://bit.ly/3VJ0bBH</a></p>
<p class="p1"> </ ... Show More
1h 4m
Aug 2022
E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI
0:00 Bestie intros 3:02 Where Masa and SoftBank went wrong, why VC isn't scaleable, Vision Fund impact 27:59 Metrics that signify a bubble or the top of a market 36:46 US macroeconomic picture 50:45 FBI raids Mar-a-Lago, Trump back in news Follow the besties: https://twitter.com/ ... Show More
1h 9m
Sep 2023
E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
(0:00) Bestie intros! (3:05) GOP Primary update: polling, acceptable candidates, tentpole issues (11:56) All-In Summit 2023 recap (24:12) IPOs and M&A heat up: Arm, Instacart, and Klaviyo go public, Cisco acquires Splunk for $28B, but did the "great reopening" fall short? (42:34) ... Show More
1h 42m
Apr 2024
He Built A $2 Billion Real Estate Portfolio from NOTHING... Find Out How He Did It
In today's episode, the boys welcome Adam Sheffer, Co-Founder & CEO of Originate Developments to chat building a billion dollar real estate portfolio, how to pitch investors, the process of closing a deal, bringing employees on as partners, partnering with Toronto Raptor Scottie ... Show More
1 h
Feb 2023
E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning
(0:00) Bestie intro! (1:15) Macro picture update: 0.25% raise, jobs rip up, wage growth continues to slow (17:52) Interest rates impact on mega-cap company creation (33:58) Mass extinction event coming to startups, reckoning for VCs, venture debt issues (1:02:33) Adani's potentia ... Show More
1h 12m