E83: Market slide continues, and how to address Uvalde
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.0 • 10.4K Ratings
🗓️ 27 May 2022
⏱️ 109 minutes
🧾️ Download transcript
Summary
0:00 Bestie Guestie Brad Gerstner joins the show
1:00 All-In Summit recap and best moments
16:45 State of the markets, $ZM/$SNOW earnings, how much more uncertainty?
29:53 $SNAP drops after miscalculating earnings targets, understanding signs of a true bottom, the end of entitlement
51:10 Down market end game, investor decisions, reasons for optimism, quick reset potential
1:05:17 Sacks explains his concept for "default investable," Besties share thoughts on proactive layoffs and course correction
1:12:27 Addressing Uvalde, legislative disappointment, potential preventative solutions
Follow the besties:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.google.com/finance/quote/SPY:NYSEARCA
https://www.google.com/finance/quote/.DJI:INDEXDJX
https://fred.stlouisfed.org/series/T10YIE
https://twitter.com/zerohedge/status/1529100065331200005
https://twitter.com/BillAckman/status/1529133144540078083
https://www.google.com/finance/quote/SNAP:NYSE
https://www.cnbc.com/2022/05/24/snaps-down-32percent-and-its-dragging-other-stocks-down-with-it.html
https://www.google.com/finance/quote/FB:NASDAQ
https://www.google.com/finance/quote/GOOG:NASDAQ
https://nypost.com/2022/05/13/netflix-tells-woke-workers-to-quit-if-they-are-offended-culture-memo
https://twitter.com/JeffBezos/status/1525309091970699265
https://twitter.com/DavidSacks/status/1529119829080150016
https://twitter.com/DavidSacks/status/1528102541723979776
https://sacks.substack.com/p/the-burn-multiple-51a7e43cb200
https://elections.bradyunited.org/take-action/nra-donations-116th-congress-senators
https://twitter.com/Jason/status/1529843255176663040
https://www.nytimes.com/interactive/2020/04/01/business/coronavirus-gun-sales.html
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Hey, everybody, welcome to another episode of the All in Podcast. |
| 0:05.3 | It's been a crazy couple of weeks here. |
| 0:07.8 | We had the All in Summit and boy, was it amazing? |
| 0:11.8 | Our Bestie, David Freiber couldn't make it today. |
| 0:15.0 | He had some personal things he had to attend to. |
| 0:17.7 | So joining us again is Brad Gershner. |
| 0:20.8 | Welcome back to the fifth Bestie on his... |
| 0:24.5 | Is this your fourth appearance now, including the All in Summit? |
| 0:27.1 | I think you've been on four times now. |
| 0:29.2 | Very good. |
| 0:30.2 | Alright, that's about 5% of the episodes. |
| 0:32.2 | I think that's a nice little chip in your valve there. |
| 0:37.8 | I mean, unworthy replacement to Friedberg, but I do what I can do. |
| 0:41.0 | Nobody can replace Friedberg. |
| 0:42.5 | That is the truth. |
| 0:43.5 | Just going around the horn here, Tremoff, did you have a favorite moment on stage, a |
| 1:04.5 | favorite moment off stage? |
| 1:06.1 | What is your general impressions of the All in Summit 2022? |
| 1:10.7 | I thought the people I met were really impressive. |
| 1:16.8 | I really enjoyed meeting people and learning what they did. |
| 1:21.7 | I also thought you and your team organized really an incredible event. |
| 1:28.3 | I forgot how good you are at these things, but I give you a lot of credit. |
... |
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