Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO

Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO

(0:00) Bestie intros!

(0:38) Election update: Dems energize around Kamala, policy questions remain

(19:33) Trump's NABJ interview: smart or risky?

(33:07) Markets expect rate cut in September, but are we already in a recession?

(40:58) AI buildout causing short-term volatility

(45:46) Assassination of Hamas leader Ismail Haniyeh: are we inching closer to war in the Middle East?

(1:06:17) Bill Ackman withdraws Pershing Square USA IPO

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https://twitter.com/DavidSacks

https://twitter.com/friedberg

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Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model

https://www.foxnews.com/politics/harris-boycotts-netanyahu-snubs-israeli-leaders-wartime-address-give-sorority-speech

https://nypost.com/2024/07/24/us-news/media-change-tune-on-calling-kamala-harris-border-czar-despite-giving-her-the-title

https://x.com/jeffstorobinsky/status/1818722254542590012

https://apnews.com/business/inflation-general-news-31d83873be23c658d66526745482d572

https://x.com/grdecter/status/1819362069797654784

https://www.wsj.com/economy/consumers/inflation-interest-rates-wealth-loans-51d4276e

https://www.foxbusiness.com/economy/initial-us-employment-reports-overstated-jobs

https://www.foxbusiness.com/personal-finance/q1-gdp-slows-inflation-dips

https://finance.yahoo.com/news/amd-stock-jumps-after-earnings-beat-driven-by-ai-chip-sales-202456320.html

https://www.cnbc.com/2024/07/31/nvidia-stock-up-after-microsoft-amd-quell-fears-ai-buildout-too-fast.html

https://www.ft.com/content/bad6ca0b-82fb-4ddb-b6b8-bd09dacd47ae

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

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

https://www.nytimes.com/2024/08/01/world/middleeast/how-hamas-leader-haniyeh-killed-iran-bomb.html

https://archive.nytimes.com/www.nytimes.com/interactive/2012/06/01/world/middleeast/how-a-secret-cyberwar-program-worked.html?hp

https://www.wsj.com/finance/investing/bill-ackman-pulls-investment-fund-ipo-after-shrinking-its-size-85ba1a17

Jaksot(348)

E150: Israel/Gaza escalating or not? EU censorship regime, Penn donors revolt, GLP-1 hype cycle

E150: Israel/Gaza escalating or not? EU censorship regime, Penn donors revolt, GLP-1 hype cycle

(0:00) Bestie intros (0:49) State of Israel/Gaza: Information wars, delayed ground war, domestic political pressures (23:20) Understanding Israel's political dynamics, feelings throughout the Middle E...

20 Loka 20231h 28min

E149: Hamas terror attacks in Israel: fallout, reaction, next steps

E149: Hamas terror attacks in Israel: fallout, reaction, next steps

(0:00) Opening statements on the Hamas terror attacks in Israel (3:49) Contextualizing the attacks and the fallout so far (19:52) Trump administration's wins, Kushner's competence, path to a two-state...

13 Loka 20231h 5min

E148: McCarthy ousted, border chaos, Cruise's robotaxi "accident" & more

E148: McCarthy ousted, border chaos, Cruise's robotaxi "accident" & more

(0:00) Bestie intros: Jason's operation! (1:57) Airtable correction (5:03) McCarthy ousted as Speaker of the House, what the eight defecting Republicans are looking for, solving the omnibus spending p...

7 Loka 20231h 18min

E147: TED goes woke, Canada's Nazi blunder, AI adds vision, plus: who owns OpenAI?

E147: TED goes woke, Canada's Nazi blunder, AI adds vision, plus: who owns OpenAI?

(0:00) Bestie intros with Coleman Hughes (1:12) Coleman's experience with TED, Understanding TED's ideological shift (15:11) Focusing on class instead of race when enacting policies, reaction to Colem...

29 Syys 20231h 28min

E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more

E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more

(0:00) Bestie intros! (3:05) GOP Primary update: polling, acceptable candidates, tentpole issues (11:56) All-In Summit 2023 recap (24:12) IPOs and M&A heat up: Arm, Instacart, and Klaviyo go public, C...

22 Syys 20231h 42min

E145: Presidential Candidate Chris Christie in conversation with the Besties

E145: Presidential Candidate Chris Christie in conversation with the Besties

(0:00) Besties welcome former NJ Governor and Republican Presidential Candidate Chris Christie! (2:14) US debt crisis, cutting entitlements (14:03) Level-setting on foreign policy (25:28) Ukraine / Ru...

8 Syys 20232h 8min

E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more

E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more

(0:00) Chamath's big poker trip (4:32) Addressing the "in the arena" comments (7:16) Biden administration targets Elon's businesses (21:58) Tiger Global claims disgruntled ex-employee circulated fake ...

1 Syys 20231h 6min

E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more

E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more

(0:00) Bestie intros: Friedberg's interview with NASA Astronaut Woody Hoburg, live from the ISS! (2:58) All-In Tequila update (10:04) Nvidia smashes earnings, GPU market outlook (37:39) Arm files for ...

25 Elo 20231h 52min

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