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All-In with Chamath, Jason, Sacks & Friedberg

E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast

All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC

Alllin, Coronavirus, Calacanis, Palihapitiya, Health, Sacks, Friedberg, Allin, Entrepreneurship, Covid19, Gambling, Grow, Investing, Iq, Tips, Tech, Business, Jason, Startups, Poker, Technology, Money, Learn, Davidsacks, Davidfriedberg, Chamath

4.27.1K Ratings

🗓️ 24 June 2022

⏱️ 102 minutes

🧾️ Download transcript

Summary

0:00 Besties discuss the one-month hiatus

7:03 Markets update: Fed decisions, goals, macro factors, root causes

32:19 Earnings estimate skepticism, labor force, job openings

47:17 How startups should think about the next 18-36 months

56:20 Crypto collapse, next shoe(s) to drop

1:08:41 Russia/Ukraine endgame, escalation, scrutinizing US alliances, sanctions failing

1:33:12 Will 2024 be Biden vs. Trump? Could it be DeSantis vs. Newsom?

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.google.com/finance/quote/SPY:NYSEARCA

https://www.google.com/finance/quote/.DJI:INDEXDJX

https://www.cnbc.com/2022/06/10/consumer-price-index-may-2022.html

https://www.longtermtrends.net/home-price-median-annual-income-ratio

https://www.cnbc.com/2021/06/09/tc-energy-terminates-keystone-xl-pipeline-project.html

https://www.reuters.com/business/energy/us-talks-with-allies-russian-oil-price-cap-says-yellen-2022-06-20/

https://www.xe.com/currencycharts/?from=RUB&to=USD&view=1Y

https://www.wsj.com/articles/inflation-bls-price-checkers-who-determine-cpi-11652132333

https://www.chicagofed.org/research/dual-mandate/dual-mandate

https://data.oecd.org/leadind/consumer-confidence-index-cci.htm

https://www.rasmussenreports.com/public_content/politics/top_stories/right_direction_wrong_track_jun20

https://thehill.com/policy/finance/3525909-56-percent-in-new-poll-believe-us-is-in-recession/

https://www.linkedin.com/pulse/reducing-inflation-come-great-cost-stagflation-ray-dalio

https://fred.stlouisfed.org/series/CIVPART

https://tradingeconomics.com/united-states/job-offers

https://www.socialcapital.com/ideas/2021-annual-letter

https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund

https://www.coinbase.com/price/bitcoin

https://www.coinbase.com/price/ethereum

https://www.coindesk.com/business/2022/06/17/three-arrows-capitalconfirms-heavy-losses-from-lunas-collapse-exploring-potential-options-report

https://www.ft.com/content/19c27ae1-ae72-4668-b3a9-162adc27dffc

https://decrypt.co/103489/solend-whale-108m-loan-nearly-crashed-solana

https://www.justice.gov/usao-sdny/pr/former-employee-nft-marketplace-charged-first-ever-digital-asset-insider-trading-scheme

https://www.ft.com/content/4e211784-83eb-49a2-ba39-8976345a88d5

https://www.washingtonpost.com/world/2022/06/10/ukraine-ammunition-donbas-russia/

https://www.americanpurpose.com/blog/fukuyama/why-ukraine-will-win/

https://www.bloomberg.com/news/articles/2022-03-02/london-listed-russian-stocks-erase-570-billion-in-two-weeks

https://www.bloomberg.com/news/articles/2022-06-20/ruble-soars-to-seven-year-high-in-challenge-to-bank-of-russia

https://www.cnbc.com/2022/06/23/russias-ruble-is-at-strongest-level-in-7-years-despite-sanctions.html

https://www.wsj.com/articles/u-s-push-for-exceptions-in-europes-sanctions-on-russian-oil-gains-traction-11655913796

https://abcnews.go.com/International/wireStory/correction-germany-nuclear-shutdown-story-82051054

https://www.bloomberg.com/news/articles/2022-06-23/catl-unveils-ev-battery-with-one-charge-range-of-1-000-kms

https://nymag.com/intelligencer/2022/06/why-ron-desantis-can-beat-trump-in-2024.html

Transcript

Click on a timestamp to play from that location

0:00.0

Jake, you look a little grifty. You okay? Yeah me. I'm great. I'm great. You look half a million richer today

0:07.4

What's it like to be half a million richer? Jake, you look like a failed hostage sticker

0:13.6

Left it up boys left it up boys left it up boys

0:16.8

When you see my other projects drop you're gonna be crying again, okay? I can't wait

0:22.4

Why don't you take yes for an answer Jake? Oh, I've taken this for an answer

0:26.4

Welcome to the all-in podcast with three miserable rich bastards who pull up the ladder behind them

0:32.3

Do you want to explain why it took us a month to produce a new episode Jake?

0:36.8

What about the new hold on a second attorney. Let me give you guys the TLDR

0:43.1

Jake hell thought the all-in pod was his and then he realized it wasn't

0:48.8

No, if you guys want to go there. We go there. I'm totally transparent. I

0:52.9

Requested I requested to own six percent more of the all-in podcast. No, no, no back up to the summit back up to when you wanted to kick me off the show

1:00.9

No back up before that where we really got are we really doing this?

1:04.2

Yeah, we're gonna do it. Okay, if you want to do it we do it

1:07.2

We can't talk about this for 45 minutes because what happened so boring so plan the summit we plan the summit

1:13.0

Jake hell doesn't like how I was concerned about the summit and I bitch at him and you know

1:16.9

I was negative to him finish the summit

1:19.3

Jake hell wants to kick me off the show. Yes Brad Gersner bill girly would have higher rates

1:25.2

The boy was going to be in jay cow getting into it. It wasn't it was actually started with freeberg and Jake

1:30.7

Out getting into it. I wanted me off the show. All right. I'll do I get to explain the series of answers now. Okay, wanted me off the show

1:39.3

True false, Jake hell I felt

1:41.8

That minute if freeberg if freeberg wasn't enjoying his time here and was going to constantly

1:49.9

Complain every week about every detail why the show is not good

...

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