Trump Takes On the Fed, US-Intel Deal, Why Bankruptcies Are Up, OpenAI's Longevity Breakthrough
- Aug 29, 2025
- 1:31:34
- Full Episode
(0:00) Bestie intros: The Moose is loose at J-Cal Ranch! (0:46) All-In Summit updates, Jason's new program (9:45) Trump vs the Federal Reserve: Is the Fed partisan, what should a modern Fed look like? (36:45) US-Intel Deal: Sustainability, China comparison, could deals like this save Social Security? (51:37) US Sovereign Wealth Fund (58:41) Why corporate bankruptcies are trending up in 2025 (1:12:12) OpenAI's novel LLM-based approach to longevity research
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Referenced in the show: https://www.mena.launch.co https://www.politico.com/news/2025/08/25/trump-says-hes-firing-federal-reserve-governor-lisa-cook-00523841 https://www.nytimes.com/2025/08/28/us/politics/lisa-cook-trump-fed-lawsuit.html https://www.housingwire.com/articles/pulte-cook-new-criminal-referral-mortgage-fraud https://truthsocial.com/@realDonaldTrump/posts/115092130707196133 https://www.bloomberg.com/news/articles/2025-08-28/us-puts-gdp-data-on-the-blockchain-in-trump-crypto-push https://www.cnbc.com/2021/06/10/cpi-may-2021.html https://www.bloomberg.com/news/articles/2021-06-05/yellen-sees-recent-inflation-as-transitory-rather-than-permanent https://www.federalreserve.gov/newsevents/speech/powell20210827a.htm https://www.npr.org/2021/11/22/1052741845/biden-reappoints-jerome-powell-as-federal-reserve https://blockworks.co/news/powell-we-can-retire-the-term-transitory-inflation https://www.statista.com/chart/28437/interest-rate-hikes-in-past-tightening-cycles https://www.firstlinks.com.au/druckenmiller-biggest-mistake-history-fed https://www.pbs.org/newshour/economy/u-s-inflation-at-9-1-percent-a-record-high https://www.reuters.com/markets/us/futures-slip-last-trading-day-torrid-year-2022-12-30 https://www.warren.senate.gov/imo/media/doc/warren_hickenlooper_whitehouse_letter_to_fed_re_september_rate_cut.pdf https://www.washingtonpost.com/technology/2025/08/22/trump-says-intel-ceo-agreed-give-us-government-10-billion https://truthsocial.com/@realDonaldTrump/posts/114987288040725570 https://www.dallasnews.com/opinion/commentary/2025/08/08/time-for-a-pledge-to-control-government-spending https://www.spglobal.com/market-intelligence/en/news-insights/articles/2025/8/july-us-corporate-bankruptcy-filings-hit-highest-monthly-total-in-5-years-91873904 https://x.com/Pavel_Asparagus/status/1960369680457113764 https://demo.trypicnic.com https://seekingalpha.com/news/4490024-q2-gdp-growth-revised-higher-to-33-pce-increase-revised-lower-to-20 https://www.wsj.com/real-estate/commercial/the-bill-is-coming-due-on-a-record-amount-of-commercial-real-estate-debt-451ec8cb https://openai.com/index/accelerating-life-sciences-research-with-retro-biosciences
Brief Summary
The All-In podcast discusses the All-In Summit, Fed politics, corporate bankruptcies, and advancements in cellular rejuvenation research.
Key points
- All-In Summit Announcement. Excitement builds for the fourth annual Allin Summit in Los Angeles.
- Arcade at the Summit. BVNK is building an arcade at the event, sparking competition among attendees.
- Trump vs. Fed Governor. Trump fires Fed governor Lisa Cook, raising questions about the Fed's independence.
- Onshoring Chip Manufacturing. The U.S. aims to bring chip manufacturing back home due to national security concerns.
- Government's Role in Economy. Discussion on the government's increasing influence in the economy and its implications.
- Sovereign Wealth Fund Proposal. A proposal to use Social Security funds for strategic investments.
Episode highlights
- All-In Summit AnnouncementExcitement builds for the fourth annual Allin Summit in Los Angeles.“What an amazing event we're going to have.”0:57Aug 29, 2025
- Arcade at the SummitBVNK is building an arcade at the event, sparking competition among attendees.“How crazy is this? BVNK is building out an arcade!”2:32Aug 29, 2025
- Trump vs. Fed GovernorTrump fires Fed governor Lisa Cook, raising questions about the Fed's independence.“This is the first time in US history that a president has fired a Fed governor.”11:26Aug 29, 2025
- Onshoring Chip ManufacturingThe U.S. aims to bring chip manufacturing back home due to national security concerns.“That's what the chip act was about.”43:14Aug 29, 2025
- Government's Role in EconomyDiscussion on the government's increasing influence in the economy and its implications.“The government is playing too big a role in our economy.”45:01Aug 29, 2025
- Sovereign Wealth Fund ProposalA proposal to use Social Security funds for strategic investments.“The best place to put it is in the social security trust funds.”48:11Aug 29, 2025
- Corporate Bankruptcies on the Rise2025 sees the most corporate bankruptcy filings since 2010, raising concerns.“Corporate bankruptcies are increasing after the massive rate hike cycle.”59:45Aug 29, 2025
- Creative Destruction in BusinessThe lack of creative destruction in American companies is leading to increased bankruptcies.“We actually haven't had a process of creative destruction for a while.”1:02:09Aug 29, 2025
