4.2 • 7.1K Ratings
🗓️ 24 June 2022
⏱️ 102 minutes
🧾️ Download transcript
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/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://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.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://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://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.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://abcnews.go.com/International/wireStory/correction-germany-nuclear-shutdown-story-82051054
https://nymag.com/intelligencer/2022/06/why-ron-desantis-can-beat-trump-in-2024.html
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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