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

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow on X:

https://twitter.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

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)

E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay, future of fintech & more

E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay, future of fintech & more

Show Notes: 0:00 Big week for the besties: Friedberg's new raise, Sacks' new fund & more 16:30 Innovative venture strategies: internal mark ups, venture studios, deployment strategies 30:44 Zymergen's...

6 Aug 20211h 31min

E42: China's tech crackdown, CRISPR breakthrough, practical climate change solutions & more

E42: China's tech crackdown, CRISPR breakthrough, practical climate change solutions & more

Show Notes: 0:00 Quick vaccine passports update 17:15 China's massive tech crackdown: reasons, ramifications, & more 37:37 How will large firms & institutional investors react to the CCP's recent regu...

30 Juli 20211h 17min

E41: Vaccine policy, Big Tech, DeepMind's latest breakthrough, wealth creation, opportunity & more

E41: Vaccine policy, Big Tech, DeepMind's latest breakthrough, wealth creation, opportunity & more

Show Notes: 0:00 Intro & Dog update 5:48 COVID, Vaccine mandates, public vs. private policy 26:26 Collectivism, comparison to cigarettes, Sacks' latest podcast beef 36:56 Vaccine incentives in France ...

23 Juli 20211h 35min

E40: A Bestie gets COVID, Delta breakthrough, Billionaire Space Race & more

E40: A Bestie gets COVID, Delta breakthrough, Billionaire Space Race & more

Show Notes: 0:00 Bestie game show: Who got COVID? How was the experience? 9:30 Delta breakthrough causing concern, potential new approaches, vaccine mandates 24:26 Implications on the economy, will pe...

16 Juli 20211h 18min

E39: West coast super drought & climate crisis, Nuclear virtue signaling, chaos in SF & more

E39: West coast super drought & climate crisis, Nuclear virtue signaling, chaos in SF & more

Show Notes: 0:00 Super drought & climate crisis on the west coast 25:53 Nuclear energy, virtue signaling, cognitive laziness, positive signals of optimism 36:50 Friedberg's "anti-science" theory 44:48...

9 Juli 20211h 10min

E38: Bestie brawl, Robinhood's $70M fine & S-1, Delta variant, future of the political parties, FTC takes losses against big tech & more

E38: Bestie brawl, Robinhood's $70M fine & S-1, Delta variant, future of the political parties, FTC takes losses against big tech & more

Show Notes: 0:00 Jason & Sacks hash out their Twitter beef 20:58 Robinhood $70M FINRA fine signals & S-1 news, plus how GPs think about IPO distributions 35:29 Delta variant: reason for concern or fea...

3 Juli 20211h 26min

E37: NYC rejects far-left mayoral candidates, new developments in lab leak theory, Apple's App Store breakup potential & more

E37: NYC rejects far-left mayoral candidates, new developments in lab leak theory, Apple's App Store breakup potential & more

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....

25 Juni 20211h 19min

E36: New FTC Chair, breaking up big tech, government silent spying, Jon Stewart, wildfires & more

E36: New FTC Chair, breaking up big tech, government silent spying, Jon Stewart, wildfires & more

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....

18 Juni 20211h 27min

Populärt inom Business & ekonomi

badfluence
framgangspodden
rss-jossan-nina
varvet
rss-borsens-finest
uppgang-och-fall
avanzapodden
bathina-en-podcast
fill-or-kill
svd-tech-brief
lastbilspodden
borsmorgon
rss-inga-dumma-fragor-om-pengar
rss-kort-lang-analyspodden-fran-di
rss-den-nya-ekonomin
dynastin
affarsvarlden
rikatillsammans-om-privatekonomi-rikedom-i-livet
market-makers
rss-borslunch