E88: First principle politics, China chaos & outlook, state of private/public markets & more

E88: First principle politics, China chaos & outlook, state of private/public markets & more

0:00 Bestie intros

1:45 First principle politics, analyzing each party's cynicism

48:07 Chaos in China: bank protests, housing protests, slowing economic and population growth, future outlook

1:09:21 Automation and the impact of the information economy

1:16:31 BlackRock loses $1.7T of investor money during H1 2021, state of private and public markets

1:36:36 Amazon acquires One Medical

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://twitter.com/pelositracker_/status/1549535561718714368

https://www.politico.com/news/2022/07/20/biden-pelosi-trip-taiwan-china-military-00047031

https://www.wsj.com/articles/nancy-pelosis-taiwan-education-china-taipei-military-defense-11658265311

https://www.reuters.com/world/us/china-warns-forceful-measures-if-us-house-speaker-pelosi-visits-taiwan-2022-07-19/

https://www.tesla.com/blog/tesla-repays-department-energy-loan-nine-years-early

https://housestockwatcher.com/summary_by_rep/Hon.%20Nancy%20Pelosi

https://www.thedailybeast.com/democrats-quietly-try-to-jam-nancy-pelosi-on-stock-trading-ban

https://poll.qu.edu/poll-release?releaseid=3852

https://www.nytimes.com/2022/07/19/opinion/democrats-far-right-midterms.html

https://www.washingtonpost.com/politics/2022/07/19/trailer-desantis-beats-trump-democrats-bet-maga-more-lessons-latest-fundraising-quarter/

https://www.reuters.com/article/obama-abortion/obama-says-abortion-rights-law-not-a-top-priority-idUKN2946642020090430

https://twitter.com/micsolana/status/1549868945640914951

https://www.washingtonpost.com/opinions/2022/07/18/spanish-language-media-disinformation/

https://www.nytimes.com/2022/07/19/world/asia/china-bank-scandal-protest.html

https://twitter.com/WallStreetSilv/status/1549790086656581640

https://www.nytimes.com/interactive/2019/01/17/world/asia/china-population-crisis.html

https://www.ft.com/content/91441aca-1665-4660-843f-9cf7222becff

https://datacommons.org/place/country/CHN

https://www.bloomberg.com/news/articles/2022-06-22/china-housing-market-slowdown-drags-economy

https://www.wsj.com/articles/chinas-economic-distress-deepens-as-lockdowns-drag-on-11652703162

https://www.bbc.com/future/article/20220531-why-chinas-population-is-shrinking

https://data.worldbank.org/indicator/sp.dyn.tfrt.in?locations=cn

https://www.wsj.com/articles/xi-jinping-aims-to-rein-in-chinese-capitalism-hew-to-maos-socialist-vision-11632150725

https://www.thinkadvisor.com/2022/07/20/how-blackrock-lost-1-7t-of-clients-money/

https://www.nytimes.com/2022/07/21/business/amazon-one-medical-deal.html

https://www.bloomberg.com/news/articles/2022-07-21/ex-coinbase-manager-arrested-in-us-crypto-insider-trading-case

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(376)

Jensen Huang LIVE: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis

Jensen Huang LIVE: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis

(0:00) Jensen Huang joins the show! (0:26) Acquiring Groq and the inference explosion (8:53) Decision making at the world's most valuable company (10:47) Physical AI's $50T market, OpenClaw's future, ...

19 Mars 1h 6min

John Fetterman: The Rogue Democrat Who Broke Party Ranks

John Fetterman: The Rogue Democrat Who Broke Party Ranks

(0:00) David Friedberg welcomes Senator John Fetterman; SAVE Act thoughts (1:08) The broken Democratic Party: TDS, what he stands for, why the party changed, losing bipartisanship, popularity with Rep...

18 Mars 45min

Travis Kalanick & Michael Dell Live from Austin, Texas

Travis Kalanick & Michael Dell Live from Austin, Texas

(0:00) Travis Kalanick: Officially exiting stealth mode, what he's been working on (5:52) How to automate the physical world, markets to go after (11:00) Return to self-driving: Tesla, Waymo, and the ...

17 Mars 1h 15min

Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

(0:00) The Besties welcome Brad Gerstner! (3:48) Economic fallout of the Iran War, escalation scenarios, impact on midterms (19:18) Off ramp strategies, Gulf state involvement, the China angle (27:05)...

13 Mars 1h 20min

Rewriting the Rules: The SEC & CFTC on Crypto, IPOs & the Future of American Markets

Rewriting the Rules: The SEC & CFTC on Crypto, IPOs & the Future of American Markets

(0:00) Jason and Chamath welcome SEC's Paul Atkins and CFTC's Michael Selig (0:53) Atkins on how US markets have changed over his 40 year career (3:04) Top priorities across both agencies: Fixing the ...

11 Mars 1h

Graham Allison on the Global Realignment: Iran, China, Israel, Greenland

Graham Allison on the Global Realignment: Iran, China, Israel, Greenland

(0:00) The Besties welcome legendary Harvard professor Graham Allison (1:14) Iran Conflict: Strategy, Netanyahu's influence, Trump's motivation, redefining Middle East security (11:44) Iran endgame sc...

9 Mars 1h 3min

Exiled Iranian Prince Reza Pahlavi: Transition Plan and the Fight for Iran's Freedom

Exiled Iranian Prince Reza Pahlavi: Transition Plan and the Fight for Iran's Freedom

(0:00) Jason intros Prince Reza Pahlavi (1:09) Pahlavi's take on the war and vision for Iran's future, Democracy, and return (8:53) Trump's surrender conditions, core principles, role in transition an...

7 Mars 47min

Inside the Iran War and the Pentagon's Feud with Anthropic with Under Secretary of War Emil Michael

Inside the Iran War and the Pentagon's Feud with Anthropic with Under Secretary of War Emil Michael

(0:00) The Besties welcome Under Secretary of War Emil Michael (2:30) US war with Iran: Bigger picture and why now? (13:16) Trump's new approach to warfare, AI, drones, rules of engagement (28:39) Isr...

6 Mars 1h 22min

Populärt inom Business & ekonomi

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