24:18 SurveyMonkey Chief Research Officer Jon Cohen joins the show to talk about polling updates from 2016 to 2020, understanding the race so far, electoral college & more

41:51 Biden losing Florida, tax policy, cultural repudiation of the elites in 2020

50:43 Chamath on the stupidity of the establishment, socialism, Democratic ideology for 2024 if Biden loses

55:40 Mid-show predictions, Jason goes off on Trump

1:07:58 What will happen in the time until we have a clear winner, Trump as a middle finger

1:17:55 Brad Gerstner joins the show to talk about stock futures, what the Democrats keep getting wrong - coastal elites losing touch with normal people, rebuking lockdowns

1:38:24 Reviewing the race swing state by swing state

1:47:28 Bill Gurley joins the show to talk about divisiveness, urban/rural rapture & more

1:55:53 Pete Buttigieg as the future of the Democratic Party, Chamath calls out the democratic leaders

2:00:43 Reconciling middle America & the coastal elites, respecting each other's differences, understanding Prop 22

2:11:34 Diagnosing states that flipped from Biden to Trump, anti-business California state propositions failing, union impact on legislation

2:23:01 Senate races, market talk, which Democratic candidate had the best chance of beating Trump, voting for character over policy

2:34:32 Jason & Sacks debate Russian election interference legitimacy

2:41:34 Sacks unveils his Trump Derangement Score tracker, updated outcome scenarios & more

2:51:51 Trump declaring victory could tank markets, live reaction to Joe Biden's election night address

Transcript

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0:00.0	Hello everybody, welcome. We are live at the all-in headquarters and the all-in podcast is now live.
0:08.4	We have 63 people watching already and bear with us while we get the besties on the line. I'll be
0:15.3	doing my introductions in just a moment after I tweet this. But it is an eventful night and we had
0:23.6	to start early because it's looking like this could be another shocker and I am not being facetious
0:36.0	here. I am not happy about this obviously but Trump looks like he's been underestimated again. This
0:45.4	is not a blowout. We are going live early. This could be a shocker folks.
0:59.0	Okay, so with me early on the pod is regular David Friedberg. David, you're watching this early
1:06.8	action and what's your early reaction to what we're seeing. You know, Trump's moved.
1:18.9	Nothing definitive yet but he's moved in the results and he's moving markets. We're seeing 4x
1:26.0	markets show a sharp indication that Trump has a real shot at winning here, treasury markets,
1:36.0	and as Phil Helmet will share with us betting markets as well. It is more of a nail-biter than
1:44.7	a game 7 of the Warriors' calves. So here we go. This is a hell of a nail-biter guys and I'm just
1:51.1	going to say this. The UK market said at first he was 5-2. You could get Trump at 5-2, 2-1. Then it
1:59.5	hit 5-4 and I thought that was quite crazy. You're watching CNN, you're watching these networks
2:05.3	and they're saying, oh my god, Biden's winning this. No, they're not even in the right neighborhood.
2:09.5	I'll never watch a network again on election night. And now the market from 5 minutes ago, 368
2:16.0	million pounds wagered, 368 million pounds. Trump is now a 3-10 favorite.
2:25.1	Okay, so for people who are not gamblers, let's read dollars. You bet $3.
2:33.2	No, no, Jason, you have to understand. If you bet $13, okay, you don't get $13, you only get
2:39.4	$10 back. Okay, now if you want to bet Biden, it's $7 to 4. So if I bet $70,
2:45.7	if I bet $40, I can get $70 back on Biden. Now the shocker is right around 628 PM,
2:55.1	the betting odds, the markets have been in Biden's favor for three straight months.
	...

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