E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more

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

4.2 • 7.1K Ratings

🗓️ 14 July 2022

⏱️ 85 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

0:00 Bestie intros!

1:41 Emerging markets, Sri Lanka break down

36:01 9.1% CPI print

48:15 Current market sentiments from retail and institutional investors

1:05:00 NASA's Webb telescope images

1:15:57 Beagle rescue, Biden admin's lack of private sector experience, Russia's new energy play

BEAGLE RESCUE INFO:

https://www.cnn.com/2022/07/12/us/beagles-virginia-facility-rescue/index.html

https://www.nytimes.com/2022/07/12/us/envigo-beagles-breeder-adoption.html

https://www.humanesociety.org/beaglerescue

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://data.worldbank.org/indicator/NY.GDP.MKTP.KD.ZG?end=2021&locations=VN-US-CN&start=1984&view=chart

https://www.wsj.com/articles/rising-inflation-and-interest-rates-heap-pressure-on-emerging-markets-11655544600

https://www.cnn.com/asia/live-news/sri-lanka-protests-07-13-22-intl/index.html

https://www.reuters.com/markets/europe/emerging-markets-drive-global-debt-record-303-trillion-iif-2022-02-23/

https://worldpopulationreview.com/countries/countries-by-gdp

https://www.reuters.com/markets/commodities/fertiliser-ban-decimates-sri-lankan-crops-government-popularity-ebbs-2022-03-03

https://www.weforum.org/agenda/2016/02/what-next-for-sri-lanka/

https://www.nytimes.com/2021/12/07/world/asia/sri-lanka-organic-farming-fertilizer.html

https://www.bloomberg.com/news/articles/2022-07-05/sri-lanka-aims-to-stop-money-printing-as-inflation-nears-60

https://twitter.com/chamath/status/561467714485514240

https://datareportal.com/reports/digital-2022-sri-lanka

https://michaelshellenberger.substack.com/p/green-dogma-behind-fall-of-sri-lanka

https://www.scmp.com/news/china/diplomacy/article/3134224/why-china-building-gleaming-new-government-facilities-africa

https://www.scmp.com/news/china/diplomacy/article/2186970/how-presidential-palace-burundi-fits-chinas-plans-africa

https://www.forbes.com/sites/rufaskamau/2022/07/11/inflation-protests-span-sri-lanka-albania-argentina-panama-kenya-ghanahow-long-before-they-hit-the-united-states/

https://tradingeconomics.com/united-states/inflation-cpi

https://www.redfin.com/news/data-center/

https://fredblog.stlouisfed.org/2014/04/the-taylor-rule/

https://fred.stlouisfed.org/series/DGS10

https://www.nbcnews.com/data-graphics/compare-photos-nasas-james-webb-space-telescope-hubble-space-telescope-rcna37875

https://www.wsj.com/articles/nasa-james-webb-space-telescope-greg-robinson-images-11657137487

https://www.google.com/finance/quote/NOTV:NASDAQ

https://www.wsj.com/articles/no-business-experience-needed-joe-biden-white-house-officials-committee-to-unleash-prosperity-report-11657661328

Transcript

Click on a timestamp to play from that location

0:00.0	Wait, that's not even a sweater, that's a sweatshirt.
0:02.4	No, I'm not even casual.
0:04.0	It looks like polyester or something.
0:05.8	Okay, quick, free brick.
0:06.8	Come on the video where you're wearing the same thing as J.C.
0:08.8	also we can make a quick joke and make more runs.
0:12.8	I mean, you guys are so predictably dumb to give you.
0:16.0	It's so itchy.
0:17.2	Do you ever rash?
0:19.6	Jason made me buy this outfit and I put it on and I'm like,
0:22.7	itching, I'm about to take this thing off.
0:24.4	Polyester, wool, polyurethane.
0:27.5	What's that made about?
0:29.0	You're like your winners, ride.
0:31.6	Bring man David side.
0:34.5	I'm going home.
0:37.5	And I said we open source it to the fans and they've just got
0:40.7	the reason why we got you guys.
0:42.5	We know you can walk.
0:44.6	I'm going home.
0:46.3	Okay, everybody, welcome back to the All-In-Pod episode 87.
0:50.2	Here we go.
	...

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