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)

E44: USA's Afghanistan embarrassment, China's new algo laws, future of robots + Italy recap!

E44: USA's Afghanistan embarrassment, China's new algo laws, future of robots + Italy recap!

Show Notes: 0:00 Intro & Italy recap 12:06 An embarrassment in Afghanistan: breaking down how it happened 34:49 China's potential checkmate in Afghanistan, CCP cracking down on IPOs & algos 1:00:27 Re...

28 Elo 20211h 36min

E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay, future of fintech & more

E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay, future of fintech & more

Show Notes: 0:00 Big week for the besties: Friedberg's new raise, Sacks' new fund & more 16:30 Innovative venture strategies: internal mark ups, venture studios, deployment strategies 30:44 Zymergen's...

6 Elo 20211h 31min

E42: China's tech crackdown, CRISPR breakthrough, practical climate change solutions & more

E42: China's tech crackdown, CRISPR breakthrough, practical climate change solutions & more

Show Notes: 0:00 Quick vaccine passports update 17:15 China's massive tech crackdown: reasons, ramifications, & more 37:37 How will large firms & institutional investors react to the CCP's recent regu...

30 Heinä 20211h 17min

E41: Vaccine policy, Big Tech, DeepMind's latest breakthrough, wealth creation, opportunity & more

E41: Vaccine policy, Big Tech, DeepMind's latest breakthrough, wealth creation, opportunity & more

Show Notes: 0:00 Intro & Dog update 5:48 COVID, Vaccine mandates, public vs. private policy 26:26 Collectivism, comparison to cigarettes, Sacks' latest podcast beef 36:56 Vaccine incentives in France ...

23 Heinä 20211h 35min

E40: A Bestie gets COVID, Delta breakthrough, Billionaire Space Race & more

E40: A Bestie gets COVID, Delta breakthrough, Billionaire Space Race & more

Show Notes: 0:00 Bestie game show: Who got COVID? How was the experience? 9:30 Delta breakthrough causing concern, potential new approaches, vaccine mandates 24:26 Implications on the economy, will pe...

16 Heinä 20211h 18min

E39: West coast super drought & climate crisis, Nuclear virtue signaling, chaos in SF & more

E39: West coast super drought & climate crisis, Nuclear virtue signaling, chaos in SF & more

Show Notes: 0:00 Super drought & climate crisis on the west coast 25:53 Nuclear energy, virtue signaling, cognitive laziness, positive signals of optimism 36:50 Friedberg's "anti-science" theory 44:48...

9 Heinä 20211h 10min

E38: Bestie brawl, Robinhood's $70M fine & S-1, Delta variant, future of the political parties, FTC takes losses against big tech & more

E38: Bestie brawl, Robinhood's $70M fine & S-1, Delta variant, future of the political parties, FTC takes losses against big tech & more

Show Notes: 0:00 Jason & Sacks hash out their Twitter beef 20:58 Robinhood $70M FINRA fine signals & S-1 news, plus how GPs think about IPO distributions 35:29 Delta variant: reason for concern or fea...

3 Heinä 20211h 26min

E37: NYC rejects far-left mayoral candidates, new developments in lab leak theory, Apple's App Store breakup potential & more

E37: NYC rejects far-left mayoral candidates, new developments in lab leak theory, Apple's App Store breakup potential & more

Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr....

25 Kesä 20211h 19min

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