105 episodes

Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.

All-In with Chamath, Jason, Sacks & Friedberg Jason Calacanis

    • Technology
    • 5.0 • 1 Rating

Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.

    E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI

    E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI

    0:00 Bestie intros
    3:02 Where Masa and SoftBank went wrong, why VC isn't scaleable, Vision Fund impact
    27:59 Metrics that signify a bubble or the top of a market
    36:46 US macroeconomic picture
    50:45 FBI raids Mar-a-Lago, Trump back in news
    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://group.softbank/system/files/pdf/ir/presentations/2022/earnings-presentation_q1fy2022_01_en.pdf
    https://www.wsj.com/articles/softbank-reports-23-billion-quarterly-loss-as-tech-downturn-hits-11659940047
    https://cloudedjudgement.substack.com/p/clouded-judgement-81222
    https://www.wsj.com/articles/u-s-housing-affordability-in-june-was-the-worst-since-1989-11660312801
    https://fred.stlouisfed.org/series/FIXHAI
    https://www.newyorkfed.org/microeconomics/hhdc
    https://twitter.com/AndrewYang/status/1556987104219090945
    https://twitter.com/andrewcuomo/status/1556990308424028163
    https://twitter.com/elonmusk/status/1546669610509799424
    https://twitter.com/michaeljburry/status/1557934401505308672

    • 1 hr 9 min
    E90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more

    E90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more

    0:00 Bestie intros
    2:07 Twitter subpoenas the besties!
    16:03 Markets overview: dead cat bounce or have we hit the bottom?
    34:10 De-globalization trends, Pelosi's Taiwan visit 
    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/DavidSacks/status/1554963395660566533
    https://davidsacks.medium.com
    https://ycharts.com/indicators/us_gas_price
    https://www.macrotrends.net/1369/crude-oil-price-history-chart
    https://www.newcomer.co/p/folk-songs-and-stock-charts-coatue
    https://twitter.com/mkraju/status/1554485039710310401
    https://upload.wikimedia.org/wikipedia/commons/a/a1/Geographic_Boundaries_of_the_First_and_Second_Island_Chains.png
    https://www.nytimes.com/2022/08/01/opinion/nancy-pelosi-taiwan-china.html

    • 50 min
    E89: GDP growth negative in Q2, $SHOP layoffs, Alzheimer's fraud, Ginkgo acquires Zymergen & more

    E89: GDP growth negative in Q2, $SHOP layoffs, Alzheimer's fraud, Ginkgo acquires Zymergen & more

    0:00 Bestie intros!
    2:19 GDP growth is negative for a second consecutive quarter, but is the US actually in a recession? How has the White House controlled the narrative?
    22:45 Looking at COVID trends with a post-COVID view: e-commerce, remote work, and how they correlate
    36:33 "Inflation Reduction Act", how government subsidies can stifle innovation
    59:50 Alzheimer's fraud, Ginkgo acquires Zymergen for $300M
    1:17:36 Democrats backing MAGA candidates in primaries vs. more moderate republicans: savvy and cynical or too risky?
    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://www.bea.gov/news/2022/gross-domestic-product-second-quarter-2022-advance-estimate#:~:text=Real%20gross%20domestic%20product%20
    https://news.shopify.com/changes-to-shopifys-team
    https://www.google.com/finance/quote/TDOC:NYSE
    https://www.wsj.com/articles/whats-in-joe-manchin-and-chuck-schumers-reconciliation-deal-on-climate-health-and-tax-policy-11658973323
    https://twitter.com/jamiedupree/status/1552406981637545993
    https://www.nytimes.com/2022/07/24/world/africa/congo-oil-gas-auction.html
    https://www.science.org/content/article/potential-fabrication-research-images-threatens-key-theory-alzheimers-disease
    https://www.nature.com/articles/s41380-022-01661-0
    https://www.pharmaceutical-technology.com/news/ginkgo-acquire-zymergen/
    https://www.nytimes.com/2022/07/26/us/politics/democrats-john-gibbs-peter-meijer.html
    https://twitter.com/ConanOBrien/status/1552358211986006019
    https://twitter.com/maga_cy/status/1552360064693915648
     

    • 1 hr 27 min
    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
     

    • 1 hr 44 min
    E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more

    E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more

    0:00 Bestie intros!
    1:41 Emerging markets, Sri Lanka break down
    36:01 9.1% CPI print
    48:15 Current market sentiments from retail and institutional investors
    1:05:00 NASA's Webb telescope images
    1:15:57 Beagle rescue, Biden admin's lack of private sector experience, Russia's new energy play
    BEAGLE RESCUE INFO:
    https://www.cnn.com/2022/07/12/us/beagles-virginia-facility-rescue/index.html
    https://www.nytimes.com/2022/07/12/us/envigo-beagles-breeder-adoption.html
    https://www.humanesociety.org/beaglerescue
    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://data.worldbank.org/indicator/NY.GDP.MKTP.KD.ZG?end=2021&locations=VN-US-CN&start=1984&view=chart
    https://www.wsj.com/articles/rising-inflation-and-interest-rates-heap-pressure-on-emerging-markets-11655544600
    https://www.cnn.com/asia/live-news/sri-lanka-protests-07-13-22-intl/index.html
    https://www.reuters.com/markets/europe/emerging-markets-drive-global-debt-record-303-trillion-iif-2022-02-23/
    https://worldpopulationreview.com/countries/countries-by-gdp
    https://www.reuters.com/markets/commodities/fertiliser-ban-decimates-sri-lankan-crops-government-popularity-ebbs-2022-03-03
    https://www.weforum.org/agenda/2016/02/what-next-for-sri-lanka/
    https://www.nytimes.com/2021/12/07/world/asia/sri-lanka-organic-farming-fertilizer.html
    https://www.bloomberg.com/news/articles/2022-07-05/sri-lanka-aims-to-stop-money-printing-as-inflation-nears-60
    https://twitter.com/chamath/status/561467714485514240
    https://datareportal.com/reports/digital-2022-sri-lanka
    https://michaelshellenberger.substack.com/p/green-dogma-behind-fall-of-sri-lanka
    https://www.scmp.com/news/china/diplomacy/article/3134224/why-china-building-gleaming-new-government-facilities-africa
    https://www.scmp.com/news/china/diplomacy/article/2186970/how-presidential-palace-burundi-fits-chinas-plans-africa
    https://www.forbes.com/sites/rufaskamau/2022/07/11/inflation-protests-span-sri-lanka-albania-argentina-panama-kenya-ghanahow-long-before-they-hit-the-united-states/
    https://tradingeconomics.com/united-states/inflation-cpi
    https://www.redfin.com/news/data-center/
    https://fredblog.stlouisfed.org/2014/04/the-taylor-rule/
    https://fred.stlouisfed.org/series/DGS10
    https://www.nbcnews.com/data-graphics/compare-photos-nasas-james-webb-space-telescope-hubble-space-telescope-rcna37875
    https://www.wsj.com/articles/nasa-james-webb-space-telescope-greg-robinson-images-11657137487
    https://www.google.com/finance/quote/NOTV:NASDAQ
    https://www.wsj.com/articles/no-business-experience-needed-joe-biden-white-house-officials-committee-to-unleash-prosperity-report-11657661328

    • 1 hr 24 min
    E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps

    E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps

    0:00 Bestie open: Sacks' shopping spree
    2:15 Macro outlook: jobs, consumer sentiment, housing, inflation, finding a bottom
    39:21 Turkish government finds ~694 million mt of rare earth reserves & EU reclassifies nuclear & natural gas as "green"
    48:58 Dutch farmers protests: root causes, how to move forward with smarter legislation
    1:09:39 Biden's decline, Bezos responds to Biden's tweet on bringing gas prices down
    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://fred.stlouisfed.org/series/JTSJOL
    https://www.cnbc.com/2022/07/06/jolts-job-openings-may-2022-.html
    https://www.bls.gov/charts/job-openings-and-labor-turnover/hire-seps-rates.htm
    https://www.marketwatch.com/story/u-s-job-openings-dip-to-11-3-million-but-labor-market-still-historically-strong-11657122659
    https://www.bloomberg.com/news/articles/2022-07-06/fed-sees-more-restrictive-rates-possible-if-inflation-persists
    https://www.census.gov/library/stories/2021/12/net-international-migration-at-lowest-levels-in-decades.html
    https://www.investing.com/economic-calendar/cb-consumer-confidence-48
    https://finance.yahoo.com/news/consumer-confidence-conference-board-june-2022-143536146.html
    https://www.mortgagenewsdaily.com/data/existing-home-sales#chart-existing-home-sales-vs-30yr-rate
    https://www.marketwatch.com/story/consumer-sentiment-drops-to-record-low-as-inflation-worries-grip-u-s-11656079725
    https://www.forbes.com/sites/darreonnadavis/2022/07/05/88-of-americans-say-us-is-on-wrong-track/
    https://thehill.com/policy/finance/3525909-56-percent-in-new-poll-believe-us-is-in-recession/
    https://twitter.com/BillAckman/status/1544057786065092609
    https://news.metal.com/newscontent/101881567/Turkey-Discovers-694-million-mt-of-Rare-Earth-Element-Reserves-with-Infrastructure-Construction-Starting-This-Year/
    https://www.reuters.com/business/sustainable-business/eu-parliament-vote-green-gas-nuclear-rules-2022-07-06/
    https://twitter.com/GretaThunberg/status/1544380486654590983
    https://mobile.twitter.com/Noahpinion/status/1544573867804348416
    https://www.reuters.com/business/sustainable-business/eu-parliament-vote-green-gas-nuclear-rules-2022-07-06/
    https://www.bloomberg.com/news/articles/2022-07-01/jpmorgan-sees-stratospheric-380-oil-on-worst-case-russian-cut
    https://abcnews.go.com/Business/wireStory/explainer-dutch-farmers-protesting-emissions-85848026
    https://www.amazon.com/The-Alchemy-of-Air-Thomas-Hager-audiobook/dp/B0046Y0BP0/ref=sr_1_1
    https://www.monmouth.edu/polling-institute/reports/monmouthpoll_us_070522/
    https://www.bloomberg.com/news/articles/2022-06-22/eurizon-fund-holds-unloved-assets-to-beat-peers-in-esg-market
    https://www.washingtonpost.com/world/2022/07/07/uk-boris-johnson-resignation/
    https://twitter.com/POTUS/status/1543263229006254080
    https://twitter.com/JeffBezos/status/1543409762867494912
    https://twitter.com/JeffBezos/status/1525309091970699265
    https://twitter.com/chamath/status/1544370315379109888

    • 1 hr 23 min

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