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All-In with Chamath, Jason, Sacks & Friedberg

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

Business, Entrepreneurship, Technology

4.010.4K 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

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.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525

https://www.reuters.com/business/finance/part-us-yield-curve-just-inverted-does-that-mean-recession-is-coming-2022-03-28

https://www.federalreserve.gov/econres/notes/feds-notes/dont-fear-the-yield-curve-reprise-20220325.htm

https://markets.businessinsider.com/news/stocks/restoration-hardware-stock-price-ceo-warns-big-short-economy-inflation-2022-3

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.cnbc.com/2022/03/31/2-year-treasury-yield-tops-10-year-rate-a-yield-curve-inversion-that-could-signal-a-recession.html

https://www.wsj.com/articles/joe-bidens-big-new-wealth-tax-white-house-budget-fy-2023-11648504962

https://www.bloomberg.com/news/articles/2022-03-28/manchin-pans-biden-s-proposed-tax-on-unrealized-gains-of-wealthy

https://theliberalpatriot.substack.com/p/democrats-go-directly-to-the-center

https://www.bloomberg.com/news/articles/2022-03-29/spacs-face-fresh-sec-legal-threat-for-overly-bullish-forecasts

https://www.bloomberg.com/opinion/articles/2021-05-27/spacs-can-take-away-the-insiders-advantage-in-ipos-and-markets

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://www.agweek.com/news/ukraine-ag-production-could-drop-80-fertilizer-prices-to-cut-food-supply-long-term-uk-expert-says

https://farmdocdaily.illinois.edu/2022/03/wheat-in-2023.html

https://farmdocdaily.illinois.edu/2021/09/information-on-2021-cash-rents-with-implications-for-2022.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

https://www.msn.com/en-us/news/world/putin-s-approval-ratings-soar-amid-russia-s-war-in-ukraine/ar-AAVI29R

Transcript

Click on a timestamp to play from that location

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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