E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more

E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more

0:00 Bestie Intro: Chamath's happy hour and sweater feud

7:11 Breaking down the new 6.8% CPI number, reflecting on old inflation takes, jobs report, understanding why CPI is misleading

23:05 How growth stocks got overblown, current valuation outlook, government as capital allocators

40:12 Deficit trouble: will another president ever try and balance the budget? Areas of positivity in the economy

50:29 Better.com's botched layoffs, impact of overcapitalization, macro outlook for founders

1:11:16 Lessons from the Jussie Smollett saga

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.ee/allinpodcast

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.cnbc.com/2021/12/10/consumer-price-index-november-2021.html

https://www.bls.gov/opub/ted/2021/consumer-prices-increase-6-2-percent-for-the-year-ended-october-2021.htm

https://www.marketwatch.com/story/what-powell-must-do-next-after-admitting-that-he-was-wrong-about-transitory-inflation-11638460995

https://www.cnn.com/2021/01/27/economy/inflation-federal-reserve-janet-yellen/index.html

https://www.nytimes.com/2021/03/22/opinion/us-inflation-stimulus.html

https://www.nytimes.com/2021/03/10/business/economy/inflation-markets-federal-reserve.html

https://www.axios.com/inflation-consumers-survey-1932e8d0-b01b-4c39-8fb4-4fdb9a96958d.html

http://cdn.cnn.com/cnn/2021/images/12/10/cbo.report.on.build.back.better.pdf

https://www.politico.com/newsletters/playbook-pm/2021/11/10/does-the-wh-owe-larry-summers-an-apology-495052

https://www.cnbc.com/2021/12/03/jobs-report-november-2021.html

https://twitter.com/BillAckman/status/1469438745791410183

https://www.cnbc.com/2021/06/10/stanley-druckenmiller-fed-lulling-investors-into-false-sense-of-security.html

https://www.businessinsider.com/congress-progressives-back-bill-4-day-workweek-remote-work-2021-12

https://youtu.be/-_wvTa8aiu8

https://www.thebalance.com/deficit-by-president-what-budget-deficits-hide-3306151

https://twitter.com/Jason/status/1469370800771715073

https://www.forbes.com/sites/davidjeans/2020/11/20/mortgages-fraud-claims-and-dumb-dolphins-a-tangled-past-haunts-bettercom-ceo-vishal-garg/?sh=6ed46a0110f4

https://youtu.be/pXLx5OY21Bk

https://youtu.be/wZXoErL2124

Episoder(357)

Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV

Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV

(0:00) Bestie intros (0:23) AI updates: On-prem comeback, token budgets surpass salaries (19:19) Prediction markets: Super Bowl insider trading, how to police? (28:44) All-In Liquidity: The ultimate i...

13 Feb 1h 13min

CZ's Untold Story: The Rise, Fall, and Redemption of Binance's Founder

CZ's Untold Story: The Rise, Fall, and Redemption of Binance's Founder

(0:00) From China to Canada (6:13) CZ's Early Career: Shockingly Normal (17:39) First Company in Shanghai (23:08) Discovering Bitcoin (30:11) Going All-In on Crypto (41:27) Founding Binance (1:03:57) ...

10 Feb 1h 57min

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick

(0:00) Besties intros: Brad Gerstner joins the show (3:16) Epstein Files (15:45) SaaS stocks crash out (35:11) Moltbook panic (47:37) Trump selects Kevin Warsh as new Fed Chair, replacing Jerome Powel...

7 Feb 1h 19min

ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping

ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping

(0:00) Bestie intros + quick Davos recap (9:55) ICE chaos in Minneapolis: aftermath and reactions to the two recent deaths (45:54) Clawdbot takeover: Jason demos his OpenClawd instances, Kimi K2.5, en...

30 Jan 1h 30min

The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026

The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026

(0:00) Intro (0:50) Circle CEO Jeremy Allaire on stablecoins post-GENIUS Act, interest rate impact, growth in 2026, and the future of money in an AI world (52:33) CrowdStrike CEO George Kurtz on cyber...

25 Jan 2h 14min

Dr. Mehmet Oz on Fixing American Healthcare + Fraud | Live from Davos

Dr. Mehmet Oz on Fixing American Healthcare + Fraud | Live from Davos

(0:00) The Besties introduce Dr. Oz (3:26) Trump's vision for healthcare in America (13:26) AI & self-directed healthcare (30:10) The future of GLP-1s and affordability (35:06) The Medical Fraud Crisi...

24 Jan 1h 5min

Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!

Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!

(0:00) Intro (0:37) Coinbase CEO, Brian Armstrong on Crypto Adoption (38:51) Cerebras CEO, Andrew Feldman on Compute Power (1:18:50) Gecko Robotics CEO, Jake Loosararian on AI and Physical Robots This...

23 Jan 1h 35min

Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition

Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition

(0:00) Introducing David Sacks and Michael Kratsios, moderated by Maria Bartiromo (1:21) The cost of infrastructure build-out, energy challenges (12:41) Where AI will be most impactful (22:39) The Chi...

23 Jan 47min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
livet-pa-veien-med-jan-erik-larssen
finansredaksjonen
pengepodden-2
pengesnakk
utbytte
tid-er-penger-en-podcast-med-peter-warren
morgenkaffen-med-finansavisen
rss-sunn-okonomi
stormkast-med-valebrokk-stordalen
lederpodden
rss-markedspuls-2
liberal-halvtime
rss-politisk-preik
lederskap-nhhs-podkast-om-ledelse