E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.0 • 10.4K Ratings
🗓️ 1 April 2022
⏱️ 99 minutes
🧾️ Download transcript
Summary
0:00 Sacks' DC trip and foreign policy speaking gig
5:50 Yield curve inversion, breaking down the current state of the markets, understanding the labor market through birth rate and immigration
26:16 How the US can fix its current economic issues, reframing high-skilled immigration
48:54 SEC's new proposed rules around SPACs and climate disclosures for public companies: how will both markets be impacted?
1:10:29 Meta used a GOP firm to run a smear campaign against TikTok in the US: dirty, necessary, or both?
1:19:03 Food shortage update
1:24:33 Sacks and Jason reflect on Biden's inflammatory comments on Putin
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Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525
https://www.google.com/finance/quote/PATH:NYSE
https://www.theatlantic.com/newsletters/archive/2022/03/american-population-growth-rate-slow/629392
https://fred.stlouisfed.org/series/CIVPART
https://www.wsj.com/articles/joe-bidens-big-new-wealth-tax-white-house-budget-fy-2023-11648504962
https://theliberalpatriot.substack.com/p/democrats-go-directly-to-the-center
https://www.bloomberg.com/opinion/articles/2022-03-22/the-sec-will-regulate-climate
https://www.cnbc.com/2022/03/30/sec-targets-spacs-with-new-rules-about-forecasts-mergers.html
https://www.washingtonpost.com/technology/2022/03/30/facebook-tiktok-targeted-victory/
https://farmdocdaily.illinois.edu/2022/03/wheat-in-2023.html
https://www.agweek.com/news/usda-nass-to-livestream-prospective-planting-report
https://www.npr.org/2022/03/28/1089300515/biden-putin-remarks-regime-change
Transcript
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| 0:00.0 | I mean Jason and Saks look like fucking two accounts who've just been fired from Lehman |
| 0:05.0 | brothers in 2008. Absolutely. Absolutely. We're carrying our boxes out to the street and |
| 0:09.0 | getting a taxi. Saks does look appropriate for his setting. How long you in DC for? Saks |
| 0:14.3 | a pill in and out one day. What are you doing? Yeah, I'm fine. I'm tonight for the fundraiser |
| 0:18.6 | tomorrow morning. Well, who's the fundraiser? We want to tell everybody? Big boy. Yeah, it's |
| 0:23.4 | a name for the whole joke. I'm hosting a fundraiser for a Democrat. Blue State. He's trolling |
| 0:27.1 | everybody with his blue state. Put your red tie on. Put your red tie. You ever red tie |
| 0:30.3 | with your sex? I wore a blue tie today. Really? Oh, you're trolling? Full troll is on. |
| 0:35.3 | What a little troll artist. All right. Let's get started. |
| 0:57.5 | All right, everybody. Welcome to another episode of the All in podcast with us back from |
| 1:03.0 | his Tahoe vacation. You were certainly missed even though the episode was record setting. |
| 1:08.6 | The queen of Kenwa himself will reboot your physique with his Munich. Put the mana in |
| 1:13.4 | the Kana. And he sure pal from North cow, the Sultan of science. David Friedberg. How |
| 1:18.9 | are you doing, brother? You're all sequence of these things. This is great. You do actually |
| 1:23.6 | do work for this podcast. You can keep this going every week. It'll be amazing. I just |
| 1:28.2 | felt like getting a plug in for Munich and Kana. That was my if I could get to him for |
| 1:31.9 | follow. Okay, go ahead. He's back with us again. The Zarr of AR, the savant of sass. |
| 1:42.0 | He puts the ass and ass burgers. He's the sucker. He's a sucker for Tucker, the rainmail |
| 1:47.0 | himself. David sex. That's so good. All right. Next up, the dictator, agitator and our |
| 1:55.6 | frequent collaborator. He's back to back with the SPACs, a trendsetter with the sweaters. |
| 2:01.6 | The future he can foresee a Tremoth polyhapatia. We got you, everybody. It's not as good |
| 2:08.5 | as David's. I got to say. Well, there's a lot to go with Asperger's Tucker. I mean, he's |
... |
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