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 it 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: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.wsj.com/articles/us-inflation-consumer-price-index-october-2021-11636491959 https://twitter.com/denverbitcoin/status/1458900776747737093/photo/1 https://www.dtnpf.com/agriculture/web/ag/crops/article/2021/11/10/nitrogen-fertilizer-prices-…
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