Elizabeth Holmes Conviction – Is this a Golde...

GameStop — the meme stock famous for selling physical video game discs to people who no longer buy physical video game discs — has made an unsolicited 56 billion dollar offer to acquire eBay. GameStop is worth approximately 12 billion dollars. The offer is non-binding, the financ ...  Show more

Today, Manoj Pradhan of Talking Heads macro and Fundamenta capital returns to the show to discuss his new book, co-authored with Charles Goodhart, which serves as a highly anticipated sequel to their prescient work, The Great Demographic Reversal. If you thought the recent era of ...  Show more

0:00 Bestie intro and poker recap 3:14 Elizabeth Holmes verdict, origins of the fraud, breakdown of the Theranos promise 17:51 Lessons for founders and investors from the Theranos debacle, bad behavior a sign of the top 26:09 Implications of "The Great Markdown" on public and pri ...  Show more

When Antonio Garcia Martinez was trying to raise money for his fledgling tech company, he worried that an honest pitch wouldn't get him the funds he needed. So he lied. This week, Brad and Bloomberg Technology's Ellen Huet explore the murky world of early-stage startups -- not ju ...  Show more

0:00 Bestie intros 4:32 Understanding VC fund metrics that matter, state of private markets 29:37 Recession possibilities, Q1 negative growth 44:56 Student loan forgiveness, fixing the underlying system, solutions 1:09:52 Archegos founder Bill Hwang arrested and charged with frau ...  Show more

Show Notes:

0:00 Besties intro, TPB Symposium recap, rapid generations in tech

7:00 UBI, incentives for success, social safety nets

19:45 Newsom's recall victory in California, where the GOP went wrong

33:59 Facebook's week from hell, Instagram's ha ...