Scott Bessent: Fixing the Fed, Tariffs for National Security, Solving Affordability in 2026
(0:00) Treasury Secretary Scott Bessent joins the show
(0:55) Recapping 2025 and the state of the economy
(3:13) Tariffs: Leverage, legal challenges, implementation
(15:20) Affordability: inflation, BLS data, interest rates
(23:00) The Fed: biggest mistakes, how we got a 15 year asset bubble, rate cycle, appetite for US debt, Fed Chair candidates
(42:44) Focus on Main Street, taking equity stakes in American companies
(50:40) Tax cuts, Trump accounts, economic legacy
Follow Secretary Bessent:
https://x.com/SecScottBessent
Referenced in the show:
https://www.international-economy.com/TIE_Sp25_Bessent.pdf
Follow the besties:
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg
Follow on X:
https://x.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
Winning the AI Race Part 4: Scott Bessent, Howard Lutnick, Chris Wright, and Doug Burgum
(0:00) Scott Bessent, Treasury Secretary
(17:44) Doug Burgum, Secretary of the Interior and Chris Wright, Energy Secretary
(35:11) Howard Lutnick, Commerce Secretary
Thanks to our partners for making this happen:
NYSE : https://www.nyse.com
Visa: https://usa.visa.com
Follow the besties:
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg
Follow on X:
https://x.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
Scott Bessent | All-In DC
(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
Thanks to our partners for making this happen:
Gemini: https://www.gemini.com/allin
Hims: https://www.hims.com | https://www.forhers.com
iTrustCapital (use code allin): https://www.itrustcapital.com/allin
Follow Secretary Bessent:
https://x.com/SecScottBessent
Follow the besties:
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg
Follow on X:
https://x.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
