Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz

Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz

(0:00) Bestie intros: Jason is back from COVID!

(3:55) Yen carry trade unravels, Japan's unique economic issues

(27:22) Recession odds growing, is the US already in a "lowkey recession"?

(45:46) Why Buffett is selling Apple and massively increasing Berkshire's cash position

(55:54) Major antitrust ruling against Google, predicting outcomes

(1:22:41) Kamala picks Minnesota Governor Tim Walz as her running mate

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.wsj.com/health/wellness/covid-guidelines-2024-cdc-symptoms-contagious-cdefb6b8

https://tradingeconomics.com/japan/interest-rate

https://pebblewriter.com/the-yen-carry-trade-explained

https://www.statista.com/statistics/604424/median-age-of-the-population-in-japan

https://www.reuters.com/markets/asia/japans-nov-core-consumer-inflation-hits-fresh-40-year-high-2022-12-22

https://x.com/GoldmanSachs/status/1793998451291615316

https://www.wsj.com/economy/central-banking/boj-wont-raise-rates-when-markets-are-unstable-deputy-gov-says-6f4bf962

https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html

https://www.wsj.com/finance/the-u-s-government-will-soon-spend-more-on-interest-payments-than-defense-ee6fbeec

https://www.nytimes.com/2024/07/10/business/archegos-bill-hwang-guilty.html

https://www.bloomberg.com/news/articles/2024-08-08/jpmorgan-says-three-quarters-of-global-carry-trades-now-unwound

https://www.cnbc.com/2024/08/02/job-growth-totals-114000-in-july-much-less-than-expected-as-unemployment-rate-rises-to-4point3percent.html

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

https://polymarket.com/event/how-many-fed-rate-cuts-this-year

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

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

https://www.google.com/finance/quote/.IXIC:INDEXNASDAQ

https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-08-07-2024/card/airbnb-stock-slides-after-rental-company-warns-of-slowing-u-s-demand-inf2c6emjcl5KI7KmkfR

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

https://x.com/RealEJAntoni/status/1799085407394845087

https://www.forbes.com/sites/gurufocus/2024/02/15/warren-buffett-bolsters-chevron-stake-revealing-key-q4-moves

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

https://www.ft.com/content/2aa3b542-d4e4-4afb-8d81-89bb734d7b17

https://www.documentcloud.org/documents/25032786-googleruling

https://x.com/Jason/status/1820823406503157764

https://x.com/chamath/status/1817893425137508474

https://www.vox.com/2018/10/31/18039528/tech-employees-politics-liberal-employers-candidates

https://www.natesilver.net/p/tim-walz-is-a-minnesota-nice-choice

https://x.com/NickFondacaro/status/1820840411335737852

https://x.com/KamalaHQ/status/1820918063966962143

https://amp.cnn.com/cnn/2024/08/06/politics/tim-walz-inside-harris-vp-pick

https://www.nytimes.com/2024/08/07/us/politics/vance-walz-military-record.html

https://x.com/PokerGO/status/1818836856890704291

Avsnitt(370)

Supercharging a New FDA: Marty Makary on Science, Power & Patients

Supercharging a New FDA: Marty Makary on Science, Power & Patients

(0:00) Friedberg intros FDA Commissioner Marty Makary (3:21) Inside the 42 major FDA reforms in 10 months (7:51) The China Race: Winning back biotech leadership (13:14) Accelerating drug approvals saf...

15 Jan 1h 29min

Adam Carolla on California's Collapse: Fires, Failed Leadership, and Gyno-Fascism

Adam Carolla on California's Collapse: Fires, Failed Leadership, and Gyno-Fascism

(0:00) David Friedberg introduces Adam Carolla! (1:32) Palisades Fire one year out: the rebuilding crisis in LA (7:39) Gyno-fascism and safety culture (15:49) Media bias and gender dynamics (28:51) DE...

13 Jan 1h 9min

All-In's 2026 Predictions

All-In's 2026 Predictions

(0:00) California exodus, asset seizure tax, Besties to Austin? (12:27) Biggest Political Winner (17:45) Biggest Political Loser (32:15) Biggest Business Winner (40:51) Biggest Business Loser (49:34) ...

10 Jan 1h 31min

Howard Lutnick: How America Can Hit 6% GDP Growth in 2026

Howard Lutnick: How America Can Hit 6% GDP Growth in 2026

(0:00) Commerce Secretary Howard Lutnick tells a hilarious Air Force One story (2:24) Chamath intros Secretary Lutnick (7:28) Full scope of the Commerce Department (12:59) How Trump's tariff agenda wa...

9 Jan 1h 27min

Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026

Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026

(0:00) Guest intros: Jasons introduces Bob Sternfels (McKinsey) and Hemant Taneja (General Catalyst) (2:52) The pace of innovation and why VC's are buying hospitals (9:30) CFOs vs CIOs and unlocking g...

8 Jan 51min

Massive Somali Fraud in Minnesota with Nick Shirley, California Asset Seizure, $20B Groq-Nvidia Deal

Massive Somali Fraud in Minnesota with Nick Shirley, California Asset Seizure, $20B Groq-Nvidia Deal

(0:00) Bestie intros! Nick Shirley joins the show to discuss his recent investigation on potential daycare fraud in Minnesota (3:32) Nick's background, how he got into investigative reporting and YouT...

31 Dec 20251h 43min

All-In x Kill Tony: A Hilarious Holiday Special

All-In x Kill Tony: A Hilarious Holiday Special

(0:00) Intro! (2:47) Tony Hinchcliffe roasts the Besties (15:01) Interview: Kill Tony success, MSG rally, origin story, free speech in Europe (36:03) The Besties play Kill Tony! (50:14) The 2025 Besti...

24 Dec 20251h 18min

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 Dec 202556min

Populärt inom Business & ekonomi

framgangspodden
varvet
rss-jossan-nina
rss-svart-marknad
svd-tech-brief
rss-borsens-finest
badfluence
avanzapodden
uppgang-och-fall
bathina-en-podcast
fill-or-kill
rss-inga-dumma-fragor-om-pengar
rss-dagen-med-di
lastbilspodden
24fragor
tabberaset
rss-kort-lang-analyspodden-fran-di
kapitalet-en-podd-om-ekonomi
rss-veckans-trade
borsmorgon