Scott Bessent | All-In DC
8Description
(0:00 ) Chamath and Friedberg describe their adventures in DC and welcome Treasury Secretary Scott Bessent!
(2:12 ) Scott's background, what drew him to equities, the role of macro investors
(7:22 ) The legendary trade that broke the Bank of England in 1992, and how it relates to Main Street vs Wall Street today
(21:30 ) Scott explains the Trump Administration's economic strategy
(32:45 ) How this administration plans to de-regulate the economy, Fed relationship, re-financing debt
(42:06 ) DOGE, DC grifts, shakeup at the IRS
(50:51 ) Re-engineering social security through the US SWF, how energy factors in
(1:00:02 ) Surprises, fixing affordability, thoughts on President Trump
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So good! Interesting dynamic having the two least political besties hosting. No nonsense, no distractions , no interruptions, perfect balance of host and guest talk time. Great guest.