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
Yesterday
YouTube CEO Neal Mohan on AI, Censorship & the Future of Creators
(0:00) Introducing YouTube CEO Neal Mohan (1:08) YouTube’s revenue split with creators (7:30) How Neal thinks about enabling monoculture and connective threads at YouTube (11:23) Censorship on YouTube, demonetization decisions, dealing with different regimes and laws globally (19 ... Show More
28m 13s
Yesterday
Joe Tsai on US-China Rivalry, AI's Future, Owning the Nets/Liberty, Caitlin Clark's Major Impact
(0:00) Introducing Joe Tsai (0:49) Owning the Nets and Liberty, Caitlin Clark’s impact on the WNBA, does the NBA need fixing? (6:07) Alibaba origins, China’s pullback on capitalism (10:10) US vs China rivalry: the AI race, are we destined for conflict, and what can the US learn f ... Show More
27m 7s
Oct 3
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy
(0:00) Bestie intros! (1:53) EA acquired for $55B in biggest LBO ever, why PE is in trouble (17:42) IPO market, SPAC 2.0 (27:41) The AI rollup opportunity (36:01) Sacks joins the show! (38:27) OpenAI and Meta launch short-form video apps: "AI Slop" or the future of content? (45:0 ... Show More
1h 29m
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
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 2023
ROLLUP: Elizabeth Warren's Anti-Crypto Army | Arbitrum Controversial Vote | Dogecoin Twitter
Bankless Weekly Rollup First Week of April 2023  Daily Gwei: https://www.youtube.com/channel/UCvCp6vKY5jDr87htKH6hgDA  Anthony Sassano: https://twitter.com/sassal0x  ------ 🚀 CONSENSUS GIVEAWAY: https://www.bankless.com/join?utm_source=YouTube&utm_medium=Intro&utm_campaign=Intro ... Show More
1h 45m
Feb 2025
Can Trump, Bessent, & DOGE Drive Long Bond Yields Lower? | Weekly Roundup
This week, we discuss the possibility of the market discounting Trump, Bessent, & DOGE success, the market implications of the Treasury QRA, and whether the manufacturing uptick is tariff front-running or the beginning of a new boom. We also delve into the state of the crypto mar ... Show More
51m 14s
Feb 2024
ROLLUP: BTC $1T Market Cap | More ETH ETF Filings | $STRK Airdrop Pushback?
3rd Week of February 2024 ------ 📣SUI | Register for Sui Basecamp https://bankless.cc/sui-basecamp   ------ 🎧Listen On Your Favorite Podcast Player:  https://bankless.cc/Podcast   ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod- ... Show More
1h 5m
Feb 2025
Money Expert: The GREATEST Wealth Transfer Just Started (Don’t Miss Out!) | Chris Camillo
Ramp: Now get $250 when you join Ramp at https://ramp.com/ich Oracle: Cut your cloud bill in half—switch to OCI today https://oracle.com/iced Gusto: Try 3 months free at https://gusto.com/iced Raycon: Get Up To 20% Off At https://buyraycon.com/iced/ Subscribe to @DumbMoneyLive He ... Show More
2h 27m
Oct 2024
Bitcoin’s Power Law Path to $1 Million
The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Subscribe and turn on notifications for TBL on YouTube.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: https://twitter.com/TheBitcoinLayerSubscribe to The Bitcoin Laye ... Show More
38m 56s
Feb 2025
#448 - Owen Simonin (Hasheur) - Flirter avec les interdits puis devenir l'homme de confiance de la crypto en France
21 millions et pas un de plus : “Le Bitcoin est un mur inviolable, il n’est contrôlé par personne, complètement décentralisé.”Le Bitcoin a dépassé il y a quelques semaines les 100 000 $ par bitcoin et il atteint une valorisation de presque 2 000 milliards.Plus personne n’ignore c ... Show More
3h 2m
Sep 2
Gold Miners That Actually Compound (Greg Orrell)
We’re excited to share a candid conversation with Greg Orrell — veteran fund manager and head of the OCM Gold Fund. With more than 30 years as a fund manager, Greg has seen plenty of booms, busts, and boardroom mistakes in the gold sector. In this episode, he unpacks why miners a ... Show More
1 h
Apr 2024
Tech Partying Like Its 2021 with Rick Heitzmann + A Better Way To Carpool with Joanna McFarland CEO of HopSkipDrive | Okay, Computer.
On this episode of “Okay, Computer,” Dan Nathan and Rick Heitzmann of FirstMark Capital give an update on the IPO market, and what to expect from some of the most valuable unicorns in 2024. Topics they hit include; the Reddit IPO (4:00), IPO outlook for 2024 (10:30), investing in ... Show More
1h 1m