E160: 2024 Predictions! Markets, tech, politics, and more

E160: 2024 Predictions! Markets, tech, politics, and more

(0:00) Bestie intros! Pasty Preppers

(4:17) 2024's Biggest Political Winner

(13:37) 2024's Biggest Political Loser

(19:41) 2024's Biggest Business Winner

(32:08) 2024's Biggest Business Loser

(37:31) 2024's Biggest Business Deal

(41:15) 2024's Most Contrarian Belief

(51:18) 2024's Best-Performing Asset

(56:46) 2024's Worst-Performing Asset

(1:06:14) 2024's Most Anticipated Trend

(1:12:28) 2024's Most Anticipated Media

(1:22:28) Emotional condition heading into 2024

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

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://lmc.icds.ee/lennart-meri-lecture-by-fiona-hill

https://news.gallup.com/poll/512135/support-third-political-party.aspx

https://apnews.com/article/robert-kennedy-president-election-utah-ballot-863513ec2bf75d1efc9b202cb8ddcc4a

https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541

https://geopoliticaleconomy.com/2023/08/10/us-saudi-arabia-sell-oil-dollars-chinese-yuan

https://www.reuters.com/world/middle-east/putin-talk-oil-uae-saudi-meet-crown-prince-mohammed-bin-salman-2023-12-06

https://www.facebook.com/watch/?v=853724306532726

https://www.politico.com/news/2023/12/07/californias-budget-deficit-balloons-to-68b-00130624

https://www.aljazeera.com/news/2022/10/28/in-grips-of-war-ukraine-faces-gloomy-demographic-future

https://razumkov.org.ua/en/articles/pension-system-can-ukrainian-pensions-be-saved

https://www.jordannews.jo/Section-20/Middle-East/Israel-won-t-be-able-to-eliminate-Hamas-US-spokesperson-33415

https://www.forbes.com/sites/rrapier/2023/08/30/us-natural-gas-production-sets-new-record-high

https://www.anduril.com/roadrunner

https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480

https://twitter.com/CeciliaZin/status/1740109465918328844

https://www.nytimes.com/2023/09/06/business/china-car-exports.html

https://img.caixin.com//2023-04-14/168147450347265.jpg

https://www.cnn.com/2023/12/21/china/china-russia-relations-record-trade-intl-hnk/index.html

https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm

https://thehill.com/opinion/4383282-turkey-is-a-us-ally-but-should-not-be-a-trusted-one

https://foreignpolicy.com/2023/12/06/turkey-nato-membership-alliance-russia-erdogan-sweden-syria

https://apnews.com/article/nato-sweden-turkey-erdogan-stoltenberg-639d70add38ec481253729b0e451f4ea

https://www.politico.com/news/magazine/2023/12/27/biden-endgame-ukraine-00133211

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

https://www.telegraph.co.uk/news/2023/12/28/the-west-may-now-have-no-option-but-to-attack-iran

https://www.imdb.com/title/tt9218128

https://www.imdb.com/title/tt13016388

https://www.imdb.com/title/tt11198330

https://www.amazon.com/Founders-Paypal-Entrepreneurs-Shaped-Silicon/dp/1501197266

Episoder(364)

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

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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?

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19 Des 20251h 30min

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

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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

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