jimbarkow

yo

[jimbarkow @jimbarkow]

@chamath @chamath instead of zero, would you take previous 3 quarters of execution against each quarter’s rpo into account? Not 100% sure but the transition % of rpo to AR.

[jimbarkow @jimbarkow]

@bgurley Agreed. Companies should maybe ipo half shares, then reissue second half during or end of day. Maybe ipo buyer required to pay for both/split cost. Not perfect but more balanced. Or a rolling share release…

[jimbarkow @jimbarkow]

@tod This product is truly exceptional. Well done.

[jimbarkow @jimbarkow]

@MadelineNotes It was.

[jimbarkow @jimbarkow]

“These are the times when traders make a fortune but investors lose their sanity. “

[jimbarkow @jimbarkow]

@aripap Have you used an android recently- it’s considerably better. The gap is accelerating. iPhone is prefect for my mom though.

[jimbarkow @jimbarkow]

@DOGE I think survivor benefits are tied to the deceased’s ssn.

[jimbarkow @jimbarkow]

@chamath Same with Russia btw…

[jimbarkow @jimbarkow]

@AdamOxsen

[jimbarkow @jimbarkow]

@DavidSacks Didn’t we sign an agreement that in return for Ukraine giving up their nukes, we’d defend them?

[jimbarkow @jimbarkow]

@nikitabier Pretty sure he’s doing 3 - tariff equality, buy treasuries equal to trade imbalance and treasury interest forgiveness.

[jimbarkow @jimbarkow]

@nikitabier Yeah no shit

[Kyla Scanlon @kylascan]

It's not just the tariffs, it's the anti-thought too - just sheer lack of rigor, lack of care, and lack of curiosity about what could work better.

[jimbarkow @jimbarkow]

@chamath You mean the more generational damage he will do?

[jimbarkow @jimbarkow]

@CharlieShrem 10y being bought cause it’s safe and the market is crashing. Fed was going to be there by q3/4 with a strong economy. Now we will have inflation 4-6%, a recession (that will lower fed tax rev) destroyed trade partners, lower corp earnings… worth it? Stupid.

[jimbarkow @jimbarkow]

@chamath @AJManaseer @levie You are wrong - there are much better ways to do this. You used to be curious. Maybe you are but are inhibited from voicing it. Panel of economists next pod?

[jimbarkow @jimbarkow]

@KobeissiLetter Pt2 - this is a tax on working Americans. This is possibly the worst presidential decision ever. Us exports are #2 at $3.07t at high margin products. Let see what happens…

[jimbarkow @jimbarkow]

@KobeissiLetter No- this is generational damage as the market will shift away from the US. 3-5year to build factory, $B capital in a coming illiquid market and millions of workers for low wage jobs to replace us buying low end goods or raw materials from other countries.

[jimbarkow @jimbarkow]

@ElonMuskAOC I’ve had both. Android.

[jimbarkow @jimbarkow]

@MrStand_Fast @BillAckman Why was the Blackhawk positioned there- one final approach path?