E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast

E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast

0:00 Besties discuss the one-month hiatus

7:03 Markets update: Fed decisions, goals, macro factors, root causes

32:19 Earnings estimate skepticism, labor force, job openings

47:17 How startups should think about the next 18-36 months

56:20 Crypto collapse, next shoe(s) to drop

1:08:41 Russia/Ukraine endgame, escalation, scrutinizing US alliances, sanctions failing

1:33:12 Will 2024 be Biden vs. Trump? Could it be DeSantis vs. Newsom?

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

https://www.google.com/finance/quote/.DJI:INDEXDJX

https://www.cnbc.com/2022/06/10/consumer-price-index-may-2022.html

https://www.longtermtrends.net/home-price-median-annual-income-ratio

https://www.cnbc.com/2021/06/09/tc-energy-terminates-keystone-xl-pipeline-project.html

https://www.reuters.com/business/energy/us-talks-with-allies-russian-oil-price-cap-says-yellen-2022-06-20/

https://www.xe.com/currencycharts/?from=RUB&to=USD&view=1Y

https://www.wsj.com/articles/inflation-bls-price-checkers-who-determine-cpi-11652132333

https://www.chicagofed.org/research/dual-mandate/dual-mandate

https://data.oecd.org/leadind/consumer-confidence-index-cci.htm

https://www.rasmussenreports.com/public_content/politics/top_stories/right_direction_wrong_track_jun20

https://thehill.com/policy/finance/3525909-56-percent-in-new-poll-believe-us-is-in-recession/

https://www.linkedin.com/pulse/reducing-inflation-come-great-cost-stagflation-ray-dalio

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

https://tradingeconomics.com/united-states/job-offers

https://www.socialcapital.com/ideas/2021-annual-letter

https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund

https://www.coinbase.com/price/bitcoin

https://www.coinbase.com/price/ethereum

https://www.coindesk.com/business/2022/06/17/three-arrows-capitalconfirms-heavy-losses-from-lunas-collapse-exploring-potential-options-report

https://www.ft.com/content/19c27ae1-ae72-4668-b3a9-162adc27dffc

https://decrypt.co/103489/solend-whale-108m-loan-nearly-crashed-solana

https://www.justice.gov/usao-sdny/pr/former-employee-nft-marketplace-charged-first-ever-digital-asset-insider-trading-scheme

https://www.ft.com/content/4e211784-83eb-49a2-ba39-8976345a88d5

https://www.washingtonpost.com/world/2022/06/10/ukraine-ammunition-donbas-russia/

https://www.americanpurpose.com/blog/fukuyama/why-ukraine-will-win/

https://www.bloomberg.com/news/articles/2022-03-02/london-listed-russian-stocks-erase-570-billion-in-two-weeks

https://www.bloomberg.com/news/articles/2022-06-20/ruble-soars-to-seven-year-high-in-challenge-to-bank-of-russia

https://www.cnbc.com/2022/06/23/russias-ruble-is-at-strongest-level-in-7-years-despite-sanctions.html

https://www.wsj.com/articles/u-s-push-for-exceptions-in-europes-sanctions-on-russian-oil-gains-traction-11655913796

https://abcnews.go.com/International/wireStory/correction-germany-nuclear-shutdown-story-82051054

https://www.bloomberg.com/news/articles/2022-06-23/catl-unveils-ev-battery-with-one-charge-range-of-1-000-kms

https://nymag.com/intelligencer/2022/06/why-ron-desantis-can-beat-trump-in-2024.html

Episoder(363)

Scott Bessent: Fixing the Fed, Tariffs for National Security, Solving Affordability in 2026

Scott Bessent: Fixing the Fed, Tariffs for National Security, Solving Affordability in 2026

(0:00) Treasury Secretary Scott Bessent joins the show (0:55) Recapping 2025 and the state of the economy (3:13) Tariffs: Leverage, legal challenges, implementation (15:20) Affordability: inflation, B...

22 Des 202556min

Bernie Sanders: Stop All AI, China's EUV Breakthrough, Inflation Down, Golden Age in 2026?

Bernie Sanders: Stop All AI, China's EUV Breakthrough, Inflation Down, Golden Age in 2026?

(0:00) Bestie intros! (0:19) Bernie Sanders calls for AI datacenter moratorium, how to solve the negative perception of AI (17:15) Anti-AI astroturfing: Is the AI sentiment manufactured by special int...

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Tucker Carlson: Rise of Nick Fuentes, Paramount vs. Netflix, Anti-AI Sentiment, Hottest Takes

Tucker Carlson: Rise of Nick Fuentes, Paramount vs. Netflix, Anti-AI Sentiment, Hottest Takes

(0:00) Tucker joins the besties! (4:11) Paramount vs Netflix: bidding war over Warner Bros Discovery (25:40) What's behind the rise of Nick Fuentes and America First? (49:13) Understanding the Anti-AI...

13 Des 20251h 38min

OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?

OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?

(0:00) Bestie intros (0:12) OpenAI declares "Code Red" as competitors eat away ChatGPT market share (28:14) David Sacks vs. New York Times (51:24) New poverty line, America's slow descent into sociali...

6 Des 20251h 14min

Molly's Game Uncensored: The Truth Behind the World's Most Infamous Poker Game

Molly's Game Uncensored: The Truth Behind the World's Most Infamous Poker Game

(0:00) Molly Bloom joins the besties live in Las Vegas! (1:48) Did Jason actually play in "Molly's Game"? (3:23) Molly's background, starting the game, getting strong-armed by a famous actor, getting ...

26 Nov 202538min

Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

(0:00) Bestie intros LIVE from The Venetian Las Vegas (1:13) Epstein Files breakdown (10:06) Biggest Epstein questions: where did his money come from? (14:44) Tether's booming business (23:50) Michael...

22 Nov 20251h 1min

Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

(0:00) Michael Burry's big short against AI (12:00) Why Palantir is so richly valued vs other tech companies (20:07) Home affordability crisis: Mortgage innovation, building, top priorities to win mid...

14 Nov 202555min

Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option

Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option

(0:00) Brad Gerstner joins the show! (0:49) OpenAI's rough week: Altman's controversial comments on BG2, CFO's "federal backstop" faux pas, clarifications (18:33) Why Jensen Huang said "China is going...

7 Nov 20251h 27min

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