1 Std. 44 Min.

E88: First principle politics, China chaos & outlook, state of private/public markets & more All-In with Chamath, Jason, Sacks & Friedberg

    • Technologie

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
 

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
 

1 Std. 44 Min.

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