meta_pixel
Tapesearch Logo
Log in
All-In with Chamath, Jason, Sacks & Friedberg

E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more

All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC

Business, Entrepreneurship, Technology

4.010.4K Ratings

🗓️ 19 March 2022

⏱️ 75 minutes

🧾️ Download transcript

Summary

0:00 Jason's new "family office" and Sacks' new strategy

2:39 Understanding where all sides stand in the Russia/Ukraine War three weeks in

15:21 Sanctions risking a major food shortage: possible solutions, how we got here, creating distributed manufacturing and supply chains, capitalist incentives flipping

34:59 Breaking down the second- and third-order effects of the massive sanctions on Russia; best case/worst case outcomes for this new form of economic warfare, deglobalization

49:26 US economy big picture outlook: inflation, rising rates, decreasing uncertainty potentially a bullish sign in public markets; how that flows to private markets

1:02:06 Rewriting foreign policy playbooks

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.nytimes.com/2022/03/16/us/politics/russia-troop-deaths.html

https://www.axios.com/zelensky-russian-invasion-ukraine-ea623eb5-4a14-4458-9640-af981081e4a4.html

https://www.independent.co.uk/news/world/americas/russia-ukraine-invasion-francis-fukuyama-b2035413.html

https://twitter.com/davidfrum/status/1504601558184517637

https://uscnpm.org/2022/03/12/hu-wei-russia-ukraine-war-china-choice/

https://www.washingtonpost.com/national-security/2022/03/16/ukraine-zelensky-information-war/

https://twitter.com/RichardHanania/status/1504824837964926981

https://twitter.com/ClintEhrlich/status/1504618754784735232

https://www.ft.com/content/7b341e46-d375-4817-be67-802b7fa77ef1

https://www.nbcnews.com/science/environment/first-drought-now-war-global-wheat-supplies-peril-rcna19298

https://www.agweb.com/news/policy/politics/if-you-think-fertilizer-prices-are-bad-now-heres-why-china-could-make

https://www.eia.gov/outlooks/steo/images/Fig4.png

https://www.agriculture.com/news/business/skyrocketing-fertilizer-prices-gouge-farmer-profits-groups-blame-consolidation

https://www.marketwatch.com/investing/future/cu22

https://twitter.com/ianbremmer/status/1504214235114577926

https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm

https://www.cnbc.com/2022/03/10/there-are-more-than-11-million-open-jobs-in-america-right-now.html

https://www.nytimes.com/live/2022/03/16/business/fed-meeting-interest-rates

https://twitter.com/DavidSacks/status/1503989745939980292

https://www.bbc.com/news/world-europe-26079957

https://www.usnews.com/news/world/articles/2021-06-16/the-latest-kremlin-official-says-summit-will-not-be-easy

https://www.bloomberg.com/news/articles/2021-06-14/biden-says-ukraine-has-work-to-do-on-corruption-to-get-into-nato

https://theintercept.com/2022/03/15/ukraine-russia-war-sovereignty-negotiations/

https://www.cnn.com/2021/09/01/politics/ukraine-volodymyr-zelensky-biden-white-house/index.html

https://www.whitehouse.gov/briefing-room/statements-releases/2021/09/01/joint-statement-on-the-u-s-ukraine-strategic-partnership/

https://www.state.gov/u-s-ukraine-charter-on-strategic-partnership/

https://www.amazon.com/Changing-World-Order-Nations-Succeed/dp/1982160276/

https://www.salon.com/2021/01/19/who-is-victoria-nuland-a-really-bad-idea-as-a-key-player-in-bidens-foreign-policy-team/

Transcript

Click on a timestamp to play from that location

0:00.0

I now have a chief of staff. He's pretty great. He's worked for me for a while and he's doing a great job

0:04.4

But it's actually really helped. I will say that and then I started a family office. Wow congrats

0:09.6

What does that mean you have a place in your home that you call an office?

0:14.4

You know like the great-grandpa you were fidgeting right? Is it office? Is that some family office? Yes

0:19.0

The family goes in there to talk about office time

0:21.0

Where does Jade put the stickies? I'd say we're out of granola bars in the fan office

0:43.1

Hey everybody welcome to another episode of the all-in podcast episode 72 part do with us today

0:50.4

Again the Prince of panic attacks the Sultan of science David Friedberg

0:59.3

Yes, Ed also Zephyr of Ziloft

1:03.8

And also as you're hearing cackling the Duke of degeneracy

1:07.8

The dictator himself from Bob Bolly Hoppati and of course everybody's favorite the rainman himself the drunk history channel uncle

1:17.6

David sacks

1:18.9

I mean David I follow you on Twitter. You're tweeting 50 times a day. Oh, I was thinking the same thing when do you work?

1:26.7

What has happened to you you you won't meet with startups anymore? I bring you startups you say you know what?

1:31.3

I'm no longer gonna meet with you like stuck in your room. I just I don't do first meetings

1:36.7

That is the end of your career. No, no mistake

1:40.6

No, it preserves it preserves my energy. There's nothing more draining than endlessly spending your day in first meetings

1:46.0

No, why don't you just have a short first meeting like a 15-minute first meeting? Well, that's what you know

1:50.8

We have a team for is that love it

1:53.6

They don't because we know exactly what we're looking for sass investing is very metrics driven and so the first meeting

1:59.4

That's exactly so it's like

2:01.7

You know the first meeting we just find out do they meet our basic threshold for love it for growth and yeah exactly

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from All-In Podcast, LLC, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of All-In Podcast, LLC and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.