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)

E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning

E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning

(0:00) Bestie intro! (1:15) Macro picture update: 0.25% raise, jobs rip up, wage growth continues to slow (17:52) Interest rates impact on mega-cap company creation (33:58) Mass extinction event comin...

4 Feb 20231h 12min

E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more

E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more

(0:00) David Sacks does bestie intros! (2:49) DOJ sues Google over ads business (23:09) EU probes Microsoft over Slack complaint based on "bundling" Teams (40:27) Pfizer CEO grilled at Davos, studies ...

27 Jan 20231h 38min

E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more

E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more

(0:00) Bestie intro, who gets credit for the podcast? (6:27) Top candidates for the Republican nominee in 2024: DeSantis, Youngkin, Haley; major 2024 issues, balancing the budget (19:13) WEF in Davos:...

20 Jan 20231h 36min

E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem

E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem

(0:00) Bestie intro! (0:43) Reacting to Slate's article on All-In (11:18) SF business owner caught spraying homeless person on camera (29:22) Microsoft to invest $10B into OpenAI with unique terms, ge...

13 Jan 20231h 31min

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

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