Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI

(0:00) Bestie intros!

(7:57) Election impact on Bitcoin, crypto, and fintech stocks

(21:56) M&A and IPOs: What to expect in 2025

(39:52) Pharma advertising on cable tv: Should it be allowed? Is big pharma buying influence?

(58:17) FBI raids Polymarket CEO Shayne Coplan's home

(1:05:51) Trump's transition picks: Strategy, highest upside/downside, and more

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Referenced in the show:

https://www.google.com/finance/quote/BTC-USD

https://www.sec.gov/newsroom/speeches-statements/gensler-remarks-pli-s-56th-annual-institute-securities-regulation-111424

https://fred.stlouisfed.org/series/DGS10

https://www.businessinsider.com/federal-reserve-cuts-interest-rates-quarter-point-powell-inflation-election-2024-11

https://www.cnbc.com/2024/11/13/cpi-inflation-october-2024.html

https://x.com/elerianm/status/1857297087010107728

https://x.com/chamath/status/1359248379377762310

https://www.congress.gov/bill/118th-congress/house-bill/4763/text

https://stockanalysis.com/ipos/statistics

https://pitchbook.com/news/reports/q2-2024-pitchbook-nvca-venture-monitor

https://www.google.com/finance/quote/TSLA:NASDAQ

https://x.com/elonmusk/status/1848055198494728496

https://www.nytimes.com/2024/11/13/business/media/msnbc-fox-news-ratings-election.html

https://x.com/EndWokeness/status/1856208378541769076

https://www.americanrhetoric.com/speeches/PDFFiles/Mark-Zuckerberg-Letter-on-Govt-Censorship.pdf