BTC229: Trump Tariffs, Market Chaos, Bitcoin ...

In today’s episode, Kyle Grieve and Shawn O’Malley break down AppLovin, the mobile advertising platform that went from a failed app recommendation tool to one of the most profitable businesses in ad tech. They walk through how the company makes money on both sides of the ad excha ...  عرض المزيد

In today's episode, Kyle Grieve and Shawn O’Malley revisit Comfort Systems USA, a business Shawn originally passed on at $320 that has since appreciated fivefold due to explosive data center spending. The company shattered original projections, with accelerating organic growth, e ...  عرض المزيد

(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

In this episode, Nik Bhatia and Craig Shapiro explore the ripple effects of Federal Reserve policies, market movements, and the strength of the U.S. dollar under Trump’s pro-Bitcoin administration. They unpack how rising yields, persistent inflation, and tightening financial c ...

(0:00) Bestie intros! (0:58) Reacting to Trump targeting China and postponing all other reciprocal tariffs (21:21) Measures for success of tariffs, debating the impact of letting China into the WTO (46:14) Is the US being exploited on trade? Was free trade a mistake? (1:02:01) Re ...  عرض المزيد

<span style= "font-family: 'Calibri',sans-serif; mso-ascii-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-theme-font: minor-latin; col ...