E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps

E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps

0:00 Bestie open: Sacks' shopping spree

2:15 Macro outlook: jobs, consumer sentiment, housing, inflation, finding a bottom

39:21 Turkish government finds ~694 million mt of rare earth reserves & EU reclassifies nuclear & natural gas as "green"

48:58 Dutch farmers protests: root causes, how to move forward with smarter legislation

1:09:39 Biden's decline, Bezos responds to Biden's tweet on bringing gas prices down

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://fred.stlouisfed.org/series/JTSJOL

https://www.cnbc.com/2022/07/06/jolts-job-openings-may-2022-.html

https://www.bls.gov/charts/job-openings-and-labor-turnover/hire-seps-rates.htm

https://www.marketwatch.com/story/u-s-job-openings-dip-to-11-3-million-but-labor-market-still-historically-strong-11657122659

https://www.bloomberg.com/news/articles/2022-07-06/fed-sees-more-restrictive-rates-possible-if-inflation-persists

https://www.census.gov/library/stories/2021/12/net-international-migration-at-lowest-levels-in-decades.html

https://www.investing.com/economic-calendar/cb-consumer-confidence-48

https://finance.yahoo.com/news/consumer-confidence-conference-board-june-2022-143536146.html

https://www.mortgagenewsdaily.com/data/existing-home-sales#chart-existing-home-sales-vs-30yr-rate

https://www.marketwatch.com/story/consumer-sentiment-drops-to-record-low-as-inflation-worries-grip-u-s-11656079725

https://www.forbes.com/sites/darreonnadavis/2022/07/05/88-of-americans-say-us-is-on-wrong-track/

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

https://twitter.com/BillAckman/status/1544057786065092609

https://news.metal.com/newscontent/101881567/Turkey-Discovers-694-million-mt-of-Rare-Earth-Element-Reserves-with-Infrastructure-Construction-Starting-This-Year/

https://www.reuters.com/business/sustainable-business/eu-parliament-vote-green-gas-nuclear-rules-2022-07-06/

https://twitter.com/GretaThunberg/status/1544380486654590983

https://mobile.twitter.com/Noahpinion/status/1544573867804348416

https://www.reuters.com/business/sustainable-business/eu-parliament-vote-green-gas-nuclear-rules-2022-07-06/

https://www.bloomberg.com/news/articles/2022-07-01/jpmorgan-sees-stratospheric-380-oil-on-worst-case-russian-cut

https://abcnews.go.com/Business/wireStory/explainer-dutch-farmers-protesting-emissions-85848026

https://www.amazon.com/The-Alchemy-of-Air-Thomas-Hager-audiobook/dp/B0046Y0BP0/ref=sr_1_1

https://www.monmouth.edu/polling-institute/reports/monmouthpoll_us_070522/

https://www.bloomberg.com/news/articles/2022-06-22/eurizon-fund-holds-unloved-assets-to-beat-peers-in-esg-market

https://www.washingtonpost.com/world/2022/07/07/uk-boris-johnson-resignation/

https://twitter.com/POTUS/status/1543263229006254080

https://twitter.com/JeffBezos/status/1543409762867494912

https://twitter.com/JeffBezos/status/1525309091970699265

https://twitter.com/chamath/status/1544370315379109888

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(412)

Eric Weinstein: The State of American Science, Breakthrough Coverups, and the Danger of Physics

Eric Weinstein: The State of American Science, Breakthrough Coverups, and the Danger of Physics

(0:00) Eric Weinstein joins the show! (03:09) Has American science stalled? Cowboy science, Fauci, and the scientific precariat (21:31) Weinstein's fix: Blow a hole in the Civil Rights Act, kill peer ...

26 Aug 1h 30min

Michael Kratsios: Trump's Science Agenda, Anti-Science Claims, Fauci's Damage, DEI & China

Michael Kratsios: Trump's Science Agenda, Anti-Science Claims, Fauci's Damage, DEI & China

(0:00) Michael Kratsios joins the show! (01:56) Is this administration anti-science? The Nature poll, DEI grants, and $8B down the drain  (8:16) Climate science cuts: RCP 8.5 gets pulled and the "clim...

24 Aug 55min

Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up

Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up

(00:00) Besties are back! (00:13) Dario's two-part essay: regulatory capture, doomerism, and the data center backlash (10:25) FINRA for AI vs. MPAA for AI: SROs, thinking tokens, and the "DMV for AI" ...

21 Aug 1h 30min

Flock CEO Garrett Langley on Controversy, "Surveillance State" Claims, and Privacy vs Safety

Flock CEO Garrett Langley on Controversy, "Surveillance State" Claims, and Privacy vs Safety

(0:00) The most controversial company in privacy right now, Flock CEO joins the show! (7:23) License plate data retention: 7 days solves 90% of crimes (13:00) Camera vandalism, felony charges, and pri...

18 Aug 55min

Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback

Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback

(0:00) Gavin Baker joins the show! (2:36) Anthropic IPO report: $2T valuation, $100B+ run rate, October listing (27:32) Zuck's AI manifesto: What it means for Meta and frontier AI (56:41) All-In Summi...

14 Aug 1h 39min

Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats

Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats

(0:00) Jason and Friedberg welcome Rahm Emanuel (1:16) Lessons from working with Clinton and Obama (7:45) China: How to approach conflict, new economic bloc, isolation, and Taiwan (28:49) Europe: Reas...

13 Aug 1h 11min

Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI

Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI

(0:00) Bestie intros! Brad Gerstner fills in for Chamath (2:16) Major shakeups at Google: AI brain drain or better strategy? (20:39) SpaceX's big quarter: Terafab, AI Capex, $1T revenue projection? (4...

8 Aug 1h 15min

Saronic Founders: Autonomous Warships, China's 230X Advantage & Swarms of Robot Ships

Saronic Founders: Autonomous Warships, China's 230X Advantage & Swarms of Robot Ships

(0:00) Saronic founders join the show! (4:56) The Navy's first autonomous rescue in the Strait of Hormuz, and how China out builds America 230-to-1 (13:04) $3B destroyers vs. Marauder (21:25) Killing ...

5 Aug 48min

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