0:00 Bestie Intro: Chamath's happy hour and sweater feud

7:11 Breaking down the new 6.8% CPI number, reflecting on old inflation takes, jobs report, understanding why CPI is misleading

23:05 How growth stocks got overblown, current valuation outlook, government as capital allocators

40:12 Deficit trouble: will another president ever try and balance the budget? Areas of positivity in the economy

50:29 Better.com's botched layoffs, impact of overcapitalization, macro outlook for founders

1:11:16 Lessons from the Jussie Smollett saga

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Referenced in the show:

https://www.cnbc.com/2021/06/10/stanley-druckenmiller-fed-lulling-investors-into-false-sense-of-security.html

https://www.thebalance.com/deficit-by-president-what-budget-deficits-hide-3306151

E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more

All-In with Chamath, Jason, Sacks & Friedberg