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cover of episode Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO

Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO

2025/3/8
logo of podcast All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg

AI Deep Dive AI Chapters Transcript
People
C
Chamath Palihapitiya
以深刻的投资见解和社会资本主义理念而闻名的风险投资家和企业家。
D
David Friedberg
美国企业家、商人和天使投资者,创立并领导了The Climate Corporation和The Production Board。
J
Jason Calacanis
一位多才多艺的美国互联网企业家、天使投资人和播客主持人,投资过多家知名初创公司,并主持多个影响广泛的播客节目。
J
Joe Lonsdale
Topics
Jason Calacanis: 本周新闻事件频发,市场剧烈波动,特朗普政府政策变动频繁,引发广泛关注。其中包括关税政策的反复调整,对加密货币市场的干预,以及对乌克兰局势的表态等。这些事件都对市场产生了重大影响。 此外,政府支出过高,以及对科技公司和NGO的资金拨付问题也引发了讨论。 Joe Lonsdale: 特朗普政府利用关税作为谈判筹码,目标是迫使加拿大和墨西哥打击芬太尼走私,以保护美国人民的生命安全。同时,关税政策也旨在促进美国国内生产,鼓励企业回流。 对于政府支出,他认为政府雇员过多导致效率低下,应将部分雇员转移至私营部门,提高经济产出。 在国际关系方面,他认为应保持对普京强硬的态度,同时促使泽连斯基寻求和平解决冲突。 Chamath Palihapitiya: 特朗普政府的政策目标是明确界限,在性别、种族、财政和货币政策等方面,与民主党模糊政策路线形成对比。目前正处于实施计划的困难阶段,需要理清长期影响。 关税政策的最终目标是重新调整美国经济,降低对美元的依赖,并增强美国企业的经济活力。 此外,他认为特朗普政府更关注普通民众而非华尔街,这可能导致股市下跌,债券市场上涨,并最终导致美国债务的再融资。 David Friedberg: 特朗普的关税政策并非孤立存在,而是与减税和减少政府支出相协调,旨在促进美国国内生产,创造就业机会,并最终转向消费税模式。 他认为,减少政府支出可以将劳动力从政府部门转移到私营部门,从而应对通货膨胀。 他还认为,在AI时代,能源需求激增,而可再生能源的增长速度远超传统能源,这需要重新评估能源政策和预算。

Deep Dive

Shownotes Transcript

(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 GET TICKETS for All-In Live: Miami https://allin.com/events) Follow Joe:

https://x.com/JTLonsdale)

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https://x.com/chamath)

https://x.com/Jason)

https://x.com/DavidSacks)

https://x.com/friedberg)

Follow on X:

https://x.com/theallinpod)

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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)

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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)