Ezra Klein

one-off guest ×0.5 · 3 ideas engaged · 1 episodes · E223 → E223

Chamath Jason Sacks Friedberg Aaron Levie Ben Shapiro Bill Gurley Brad Gerstner Cyan Banister Elon Musk Gavin Baker Joe Lonsdale Keith Rabois Ryan Petersen Thomas Laffont Travis Kalanick

⚠ One-off guest — not scored — only besties and guests heard across 2+ episodes earn scoreboard credit, so this voice has no track record and no skill weight. Their mentions still move conviction, at ×0.5.

live positions

lifetime conviction force · 0 ideas born

2.0

avg strength · 2 dissents

Live book — 1 position

his latest stance on every ACTIVE idea. Expression = what he is effectively long or short: supporting a bearish idea is a SHORT, opposing one is a LONG.

idea	his stance	expression	conviction	flag	eval in
🏛️ DOGE delivers real federal spending cuts under unified Republican control CONTESTED	oppose ×2	▲ LONG BAH	16.0	—	59d

Where his book points

net push per primary instrument across his live stances — conviction × his agreement × the idea's direction. This is his implied book, not a position he disclosed.

BAH

+16.0 long

How he argues

STANCE MIX

oppose 2

support 1

TIER MIX

sentiment 2

explicit_prediction 1

Latest from him

support ×2 sentiment 🌍 A second-term tariff-plus-tax-cut policy mix stokes stagflation E223 · 2025-04-11 ▶ 19:09

I would like to hear what the measure of success in two years is, right? We can sit here and speculate about the effect of these, and I'm much more on Larry's side than what I'm hearing from Chamath and David.

oppose ×2 explicit_prediction 🏛️ Trump's tariff threats are negotiating leverage and get settled down E223 · 2025-04-11 ▶ 19:09

And what I would be told, like the counter argument, was, oh, you libs, you always take him literally when you should be taking him seriously. I had Vivek Ramaswamy on my show. He said, he's not going to do that. That's just a negotiating ploy. And this was the common line from Trump allies on Wall Street. And then I watched as he began doing not just that, but layering a series of them bilateral tariffs on top of that plan.

oppose ×2 sentiment 🏛️ DOGE delivers real federal spending cuts under unified Republican control E223 · 2025-04-11 ▶ 1:33:06

I am not going to tell you that there are zero Doge cuts that made sense. But I am going to say that what I see them doing overall is highly destructive state capacity