Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO

Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO

(0:00) Bestie intros!

(0:38) Election update: Dems energize around Kamala, policy questions remain

(19:33) Trump's NABJ interview: smart or risky?

(33:07) Markets expect rate cut in September, but are we already in a recession?

(40:58) AI buildout causing short-term volatility

(45:46) Assassination of Hamas leader Ismail Haniyeh: are we inching closer to war in the Middle East?

(1:06:17) Bill Ackman withdraws Pershing Square USA IPO

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https://twitter.com/friedberg

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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.natesilver.net/p/nate-silver-2024-president-election-polls-model

https://www.foxnews.com/politics/harris-boycotts-netanyahu-snubs-israeli-leaders-wartime-address-give-sorority-speech

https://nypost.com/2024/07/24/us-news/media-change-tune-on-calling-kamala-harris-border-czar-despite-giving-her-the-title

https://x.com/jeffstorobinsky/status/1818722254542590012

https://apnews.com/business/inflation-general-news-31d83873be23c658d66526745482d572

https://x.com/grdecter/status/1819362069797654784

https://www.wsj.com/economy/consumers/inflation-interest-rates-wealth-loans-51d4276e

https://www.foxbusiness.com/economy/initial-us-employment-reports-overstated-jobs

https://www.foxbusiness.com/personal-finance/q1-gdp-slows-inflation-dips

https://finance.yahoo.com/news/amd-stock-jumps-after-earnings-beat-driven-by-ai-chip-sales-202456320.html

https://www.cnbc.com/2024/07/31/nvidia-stock-up-after-microsoft-amd-quell-fears-ai-buildout-too-fast.html

https://www.ft.com/content/bad6ca0b-82fb-4ddb-b6b8-bd09dacd47ae

https://www.google.com/finance/quote/NVDA:NASDAQ

https://www.google.com/finance/quote/META:NASDAQ

https://www.nytimes.com/2024/08/01/world/middleeast/how-hamas-leader-haniyeh-killed-iran-bomb.html

https://archive.nytimes.com/www.nytimes.com/interactive/2012/06/01/world/middleeast/how-a-secret-cyberwar-program-worked.html?hp

https://www.wsj.com/finance/investing/bill-ackman-pulls-investment-fund-ipo-after-shrinking-its-size-85ba1a17

Avsnitt(348)

E110: 2023 Bestie Predictions!

E110: 2023 Bestie Predictions!

(0:00) Bestie New Year catch-up! (2:44) Prediction 1: 2023's biggest political winner (17:25) Prediction 2: 2023's biggest political loser (21:57) Prediction 3: 2023's biggest business winner (30:34) ...

6 Jan 20231h 38min

E109: 2022 Bestie Awards Live from Twitter HQ

E109: 2022 Bestie Awards Live from Twitter HQ

(0:00) Bestie catch up! (3:05) Kicking off the 2022 Bestie Awards (4:12) Biggest winner in politics (9:11) Biggest loser in politics (16:37) Biggest political surprise (23:35) Biggest winner in busine...

24 Dec 20222h 17min

E108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more

E108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more

(0:00) Jason's new gig! (1:05) Twitter's new privacy rules, notable suspension, doxing dynamics (20:48) Nuclear fusion breakthrough and geopolitical ramifications (42:58) Jason and Sacks's big night (...

16 Dec 20221h 29min

E107: The Twitter Files Parts 1-2: shadow banning, story suppression, interference & more

E107: The Twitter Files Parts 1-2: shadow banning, story suppression, interference & more

(0:00) Bestie gut health! (2:17) Twitter Files Part 2: shadow banning and blacklisting entire accounts and topics; how content moderation was handled at other tech giants (33:09) Twitter Files Part 1:...

10 Dec 20221h 13min

E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more

E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more

(0:00) Bestie hangover! (1:05) Analyzing SBF's media tour: his angle, media coverage, and more (21:09) FTX culpability: media, investors, regulators (53:41) Challenging media coverage of other countri...

3 Dec 20221h 41min

E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump

E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump

0:00 Bestie intros! 2:19 Trump announces 2024 presidential bid 26:07 Each bestie names their most important policy issue for 2024 59:03 Big tech belt-tightening, activist investor calls out Google, pr...

19 Nov 20221h 47min

E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more

E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more

(0:00) New bestie game show! (6:20) Election recap: Red wave falls flat, Republican party flips from Trump to DeSantis, a rebuke of extremism (20:47) Coinbase CEO Brian Armstrong joins to break down t...

12 Nov 20221h 25min

E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more

E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more

(0:00) Jason's new brand deal (1:18) Bestie updates (9:12) "Ligma/Johnson" blunder outside of Twitter HQ (15:38) Surge of tech layoffs at Twitter, Stripe, Lyft, Opendoor, Chime and others; preparing f...

5 Nov 20221h 28min

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