E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
All-In
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,...