logo
episode-header-image
Mar 2025
2h 6m

Tariffs, Trump's Economic Endgame, Marke...

All-In Podcast, LLC
About this episode

(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

Apply for All-In Live: Miami

https://allin.com/events

Follow Joe:

https://x.com/JTLonsdale

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

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

Up next
Jul 4
Big Beautiful Bill, Elon/Trump, Dollar Down Big, Harvard's Money Problems, Figma IPO
(0:00) Bestie intros (2:58) Big Beautiful Bill: Senate revision, AI regulation moratorium killed (14:10) Clean energy subsidies phased out: What this means for energy production in the US (25:12) Elon/Trump; US fiscal picture post-BBB (43:26) US dollar down over 10% in 2025 (53:5 ... Show More
1h 25m
Jun 28
12 Day War, Socialism Wins in NYC, Stocks All-Time High, AI Copyright, Science Corner
(0:00) Bestie intros: The Core Four is back! (1:38) Launching All-In Tequila! (7:01) 12 Day War ends in US-led ceasefire: what it means for the future of the region (29:48) How markets digested the last few weeks in the Middle East, crucial role of energy independence (39:58) Dem ... Show More
1h 47m
Jun 21
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
(0:00) The Besties welcome Thomas Laffont! (3:26) State of LA, Hollywood's decline, positivity around GDP growth and AI productivity (10:19) Zuck on tilt over AI: $100M offers, Scale AI deal, hiring spree (23:58) Mag 7 AI Showdown: Ranking the most likely AI winners, biggest stoc ... Show More
1h 52m
Recommended Episodes
Jun 2021
7: Bitcoin Miami, Citycoins, DAOs + Buying .btc domains
Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes. Watch + Subscribe on YouTube:https://youtu.be/pbU_NzZiEAI Let us know what you think on Twitter:@bzaidi@trungtphan@jackbutcher@niadesk ... Show More
1h 9m
Apr 9
BTC229: Trump Tariffs, Market Chaos, Bitcoin Impact w/ James Lavish
 Wall Street veteran and macro expert, James Lavish, and Preston Pysh have a candid back and forth about the Trump tariffs and what the impact in game theory looks like moving forward.They also talk about how it's impacting fixed income, equities, and Bitcoin. Plus how the U.S. m ... Show More
1h 1m
Nov 2024
Goodbye Recession: Welcome to the 2025 Economic Boom
In this episode, Nik Bhatia sits down with Eric Wallerstein of Yardeni Research to dissect the forces driving today’s financial markets. They explore how rising interest rates and evolving monetary policy are reshaping recession expectations and the resilience of the corporate bo ... Show More
52m 12s
Dec 2024
All-Time Bitcoin Highs, CPI Updates, and Owning Assets in Today’s Economy | Money Moves
Title: "All-Time Bitcoin Highs, CPI Updates, and Owning Assets in Today’s Economy" Episode Highlights: Market Buzz: Bitcoin hits a record-breaking $108,000—what’s next for crypto? CPI and PPI breakdown: What inflation metrics reveal about the Fed’s next move. The Dow’s rare strea ... Show More
58m 41s
Mar 2023
ROLLUP: Silvergate Liquidate?! | Elizabeth Warren vs. Binance | Bankless 2.0 Announcement | SEC Taking Ls?
Bankless Weekly Rollup 3rd Week of March 2023 ------ 📣 RhinoFi | Makes DeFi Frictionless  https://bankless.cc/rhino   ------ 🚀 JOIN BANKLESS PREMIUM:  https://www.bankless.com/dashboard  ------ BANKLESS SPONSOR TOOLS:  🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc ... Show More
1h 41m
Jul 2024
Google weighs $23B for Wiz, startups in a second Trump admin, and Sequoia's Stripe sale | E1980
Todays show: Alex Wilhelm joins Jason to discuss the role of social media and rhetoric in spreading conspiracy theories in the wake of the attempt on Trump (5:43), Silicon Valley's political landscape and views on Biden and Trump’s policies (20:14), Sequoia's strategy wit ... Show More
1h 8m
Mar 2025
Insiders React: Return of Digg + Wall Street Panic, Bitcoin Strategic Reserve, Apple Delays AI
Is the stock market's recent nosedive just the beginning of a larger economic shift? As tariffs and political uncertainty rock Wall Street, tech giants like Apple are facing unexpected hurdles in the AI race. Meanwhile, an old internet favorite is poised for a surprising come ... Show More
55m 54s
Feb 2025
ROLLUP: Trump vs. The Fed | Staked ETH ETF | The First Stage 2 Rollup | Robinhood's Crypto Pivot
This week’s Weekly Rollup covers Trump’s clash with the Fed over interest rates and the surprising crypto moves from Trump Media. Gauntlet’s Tarun Chitra joins us to unpack the latest developments—from OpenSea’s upcoming airdrop to Arbitrum’s permissionless fault proofs—while we ... Show More
1h 6m
Apr 9
Trump Is “Kitchen Sinking” The US Economy | Darius Dale
In this episode, Darius Dale of 42Macro joins the show to discuss Trump transitioning the US economy to a new paradigm, the potential for a recession and its impact on markets, and the threat of a debt refinancing air pocket. We also delve into why the Fed needs to transition to ... Show More
56m 56s
Apr 3
20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech
Welcome to The Daily Deal — the new show with Harry Stebbings and Jason Lemkin, where we break down the biggest stories in tech, venture, and B2B. From market meltdowns to billion-dollar raises, wild valuations, and the drama behind the deals. We’re covering it all! Plus, we’ll b ... Show More
1h 27m