Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks

Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks

(0:00) Bestie intros!

(3:49) Announcement: Besties are hosting The All-In Holiday Spectacular in San Francisco on December 7th! Get tickets: https://allin.com/events

(9:08) Macro and markets: making sense of unique asset diversions

(27:23) Gen Z's economic cultural movements

(38:28) Reallocating assets for a new period of constraints

(53:52) Election update: Data leans Trump as we enter the home stretch

(1:19:01) Is Starbucks fixable? Or has it hit market saturation?

Get tickets to The All-In Holiday Spectacular:

https://allin.com/events

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

Referenced in the show:

https://allin.com/events

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

https://www.google.com/finance/quote/GCW00:COMEX

https://www.google.com/finance/quote/SPY:NYSEARCA

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

https://www.cnbc.com/2024/10/22/tudor-jones-is-long-gold-and-bitcoin-as-hedge-fund-titan-believes-all-roads-lead-to-inflation.html

https://www.marketwatch.com/story/stanley-druckenmiller-says-hes-shorting-u-s-bonds-and-staying-out-of-china-1fcf751e

https://www.cnbc.com/2024/10/10/cpi-inflation-september-2024.html

https://fred.stlouisfed.org/series/A091RC1Q027SBEA

https://news.bloomberglaw.com/daily-tax-report-international/uk-budget-fears-push-owners-to-close-firms-to-avoid-tax-hikes

https://www.banque-france.fr/en/statistics/compagnies/business-failures-france-2024-09

https://www.reuters.com/markets/brazil-inflation-expectations-above-target-says-cenbank-director-picchetti-2024-10-23

https://www.cnbc.com/2024/09/14/more-than-half-of-gen-z-want-to-be-influencers-but-its-constant.html

https://pro.morningconsult.com/analyst-reports/influencer-marketing-trends-report

https://www.longtermtrends.net/market-cap-to-gdp-the-buffett-indicator

https://www.oaktreecapital.com/insights/memo/ruminating-on-asset-allocation

https://www.macrotrends.net/2577/sp-500-pe-ratio-price-to-earnings-chart

https://www.realclearpolling.com/polls/president/general/2024/trump-vs-harris

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

https://www.nytimes.com/2024/10/23/opinion/election-polls-results-trump-harris.html

https://www.cnbc.com/2024/10/24/polymarket-trump-french-election-bet.html

https://x.com/scubaryan_/status/1848072120699625968

https://www.cnn.com/2024/10/23/politics/video/border-wall-kamala-harris-cnn-town-hall-digvid

https://x.com/justintrudeau/status/1849467713711710699

https://x.com/scubaryan_/status/1848072120699625968

https://awfulannouncing.com/barstool/dave-portnoy-turned-down-kamala-harris-interview.html

https://investor.starbucks.com/news/financial-releases/news-details/2024/Starbucks-Reports-Preliminary-Q4-and-Full-Fiscal-Year-2024-Results/default.aspx

Jaksot(349)

E52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand

E52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand

Show Notes: 0:00 Bestie weight loss strategies, poker recap 13:19 Trump SPAC, how he can leverage the capital intelligently, building vs. acquiring, and more 33:43 Peak venture returns, tech landscape...

23 Loka 20211h 27min

E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A

E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A

Show Notes: 00:00 Cold Open 01:19 Titles 01:01 Intro Banter 04:24 Supply chain, labor shortage, 34:04 Taiwan 43:14 Sacks Desantis 47:00 Dave Chappelle 01:08:24 FDA 01:23:27 Question 1 01:27:08 Questi...

16 Loka 20211h 33min

E50: Crypto investing deep dive, Facebook's whistleblower fallout, Chappelle's new special & more

E50: Crypto investing deep dive, Facebook's whistleblower fallout, Chappelle's new special & more

Show Notes: 0:00 Mercury is in retrograde & impacting the besties 2:01 Sacks on Solana, sophisticated crypto strategies, crypto deep dive 26:23 Building regulatory framework for utility tokens, instit...

9 Loka 20211h 23min

E49: Coinbase CEO reflects on controversial blog, state of the markets, 1000 unicorns, tax reform & more

E49: Coinbase CEO reflects on controversial blog, state of the markets, 1000 unicorns, tax reform & more

Show Notes: 0:00 Brian Armstrong follows up on his one-year old blog post "Coinbase is a mission focused company" 19:27 Authoritarianism on the left 33:04 Newsom's new vaccine mandate, NBA vaccine cov...

2 Loka 20211h 29min

E48: The role of decentralization, China/US break down & more with Bestie Guestie Balaji Srinivasan

E48: The role of decentralization, China/US break down & more with Bestie Guestie Balaji Srinivasan

Show Notes: 0:00 Bestie Guestie Balaji Srinivasan is introduced 6:01 Balaji's day in the life, Coinbase background, comparing crypto with early 2000's p2p music industry, China's lawful evil 16:09 Chi...

25 Syys 20211h 28min

E47: Facebook's week from hell, Ellen Pao on sexism in Elizabeth Holmes coverage, Newsom's win, frauds & more

E47: Facebook's week from hell, Ellen Pao on sexism in Elizabeth Holmes coverage, Newsom's win, frauds & more

Show Notes: 0:00 Besties intro, TPB Symposium recap, rapid generations in tech 7:00 UBI, incentives for success, social safety nets 19:45 Newsom's recall victory in California, where the GOP went wron...

18 Syys 20211h 35min

E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more | LIVE from TPB Symposium!

E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more | LIVE from TPB Symposium!

Show Notes: 0:00 Open: LIVE from TPB Symposium 1:18 False Ivermectin story fools Rolling Stone, Rachel Maddow & more 15:47 Biden's recently announced vaccine mandates, why US hasn't been able to solve...

14 Syys 20211h 12min

E45: Theranos & VC fraud risks, China bans video games, Texas SB8, Apple app store, CA fires, Rogan

E45: Theranos & VC fraud risks, China bans video games, Texas SB8, Apple app store, CA fires, Rogan

Show Notes: 00:00 Besties recap, it's Chamath's Birthday, Callin app 08:58 What should protocol be for conferences & live events? 12:58 Fake it before you make it, the Elizabeth Holmes Theranos trial ...

4 Syys 20211h 24min

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