E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more

0:00 Bestie intro and Solana Breakpoint talk
4:43 Covering the censored segment from last week, how to value crypto projects and general investing, what to take away from the podcast
30:45 Rivian's $100B+ valuation, greatest CNBC hit of all time
42:06 Inflation: reacting to the CPI number, problems with MMT, strategies to curb inflation
1:01:34 Xi Jinping becomes China's "Supreme Leader"
1:08:35 GE, Toshiba, and J&J break up into separate businesses: is this the end of the conglomerate? Insights from PayPal breaking off from eBay, what buybacks signal
1:24:44 Besties wrap the show

Follow the besties:
/ chamath
https://linktr.ee/calacanis
/ davidsacks
/ friedberg

Follow the pod:
/ theallinpod
https://linktr.ee/allinpodcast

Intro Music Credit:
https://rb.gy/tppkzl
/ yung_spielburg

Intro Video Credit:
/ thezacheffect

Referenced in the show:
https://www.wsj.com/articles/us-infla...
/ 1
https://www.dtnpf.com/agriculture/web...
https://www.wsj.com/articles/u-s-test...
/ 1458443966135902221
https://fredblog.stlouisfed.org/2017/...
https://www.wsj.com/articles/chinas-x...
https://www.cnbc.com/2021/11/09/ge-to...
https://www.wsj.com/articles/toshiba-...
https://investor.pypl.com/news-and-ev...
https://www.marketwatch.com/story/app...
https://www.nasdaq.com/articles/which...

#allin #tech #news