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All-In with Chamath, Jason, Sacks & Friedberg

E88: First principle politics, China chaos & outlook, state of private/public markets & 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

4.27.1K Ratings

🗓️ 22 July 2022

⏱️ 104 minutes

🧾️ Download transcript

Summary

0:00 Bestie intros

1:45 First principle politics, analyzing each party's cynicism

48:07 Chaos in China: bank protests, housing protests, slowing economic and population growth, future outlook

1:09:21 Automation and the impact of the information economy

1:16:31 BlackRock loses $1.7T of investor money during H1 2021, state of private and public markets

1:36:36 Amazon acquires One Medical

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://twitter.com/pelositracker_/status/1549535561718714368

https://www.politico.com/news/2022/07/20/biden-pelosi-trip-taiwan-china-military-00047031

https://www.wsj.com/articles/nancy-pelosis-taiwan-education-china-taipei-military-defense-11658265311

https://www.reuters.com/world/us/china-warns-forceful-measures-if-us-house-speaker-pelosi-visits-taiwan-2022-07-19/

https://www.tesla.com/blog/tesla-repays-department-energy-loan-nine-years-early

https://housestockwatcher.com/summary_by_rep/Hon.%20Nancy%20Pelosi

https://www.thedailybeast.com/democrats-quietly-try-to-jam-nancy-pelosi-on-stock-trading-ban

https://poll.qu.edu/poll-release?releaseid=3852

https://www.nytimes.com/2022/07/19/opinion/democrats-far-right-midterms.html

https://www.washingtonpost.com/politics/2022/07/19/trailer-desantis-beats-trump-democrats-bet-maga-more-lessons-latest-fundraising-quarter/

https://www.reuters.com/article/obama-abortion/obama-says-abortion-rights-law-not-a-top-priority-idUKN2946642020090430

https://twitter.com/micsolana/status/1549868945640914951

https://www.washingtonpost.com/opinions/2022/07/18/spanish-language-media-disinformation/

https://www.nytimes.com/2022/07/19/world/asia/china-bank-scandal-protest.html

https://twitter.com/WallStreetSilv/status/1549790086656581640

https://www.nytimes.com/interactive/2019/01/17/world/asia/china-population-crisis.html

https://www.ft.com/content/91441aca-1665-4660-843f-9cf7222becff

https://datacommons.org/place/country/CHN

https://www.bloomberg.com/news/articles/2022-06-22/china-housing-market-slowdown-drags-economy

https://www.wsj.com/articles/chinas-economic-distress-deepens-as-lockdowns-drag-on-11652703162

https://www.bbc.com/future/article/20220531-why-chinas-population-is-shrinking

https://data.worldbank.org/indicator/sp.dyn.tfrt.in?locations=cn

https://www.wsj.com/articles/xi-jinping-aims-to-rein-in-chinese-capitalism-hew-to-maos-socialist-vision-11632150725

https://www.thinkadvisor.com/2022/07/20/how-blackrock-lost-1-7t-of-clients-money/

https://www.nytimes.com/2022/07/21/business/amazon-one-medical-deal.html

https://www.bloomberg.com/news/articles/2022-07-21/ex-coinbase-manager-arrested-in-us-crypto-insider-trading-case

Transcript

Click on a timestamp to play from that location

0:00.0

two days ago, oh here we go, in the piazza I got into a fight. You got into a fight.

0:07.4

I got into a fight like a physical altercation. The physical altercation. Really?

0:12.2

This chick shows up wearing a white wife-beater talking all kinds of shit and I

0:19.8

said, listen lady, you zip it and she just kept drawing and drawing and here she

0:24.7

is again she's back for more and so I was like, listen, have you ever seen a

0:31.4

one-z wife-beater? Look at that little sweetie. Oh, there's your cold open everybody.

0:42.1

That's the good stuff right there. I know I'm not a beagle, I know I'm not a beagle

0:47.1

but I'm even better. I have my own thoughts. Saks, what you're seeing here is

0:50.9

called affection between a parent and a child. Just let me know when it's over.

0:57.9

You're the worst human being in the world. I don't need to watch Jamaat boost

1:05.1

his Q rating by using his kids as props. Okay. Oh, free-brog, where's your puppy

1:11.7

that you saved for being tortured with Kim Kardashian's lip gloss?

1:18.2

We gotta get this guy in because he hasn't been in the show in a while. There he is.

1:22.9

There he is. Oh, Marci. Oh, Jubilee rub. Get the props out of the shot.

1:28.9

Saks, what's up with JD Vance in Ohio? Is he gonna pull up?

1:42.9

I'm going to leave. Saks, what's up with JD Vance in Ohio? Is he gonna pull this thing

1:48.5

off? Or is he getting beat up? I read an article about him getting beat up with the

1:54.1

Peter Teele connection being... He got physically beat up? No, no, like in the post.

1:58.3

No, no, no. No, I think JD should win. He's gonna win, right? Yeah, I think so.

2:02.4

And what about Blake Masters? These are the two guys that Teele was backing. Should we

2:06.7

start the show? What kind of did, yeah? Can I ask you a question? If any of us entered

2:12.5

porn, wouldn't one of our names be Blake Masters? Like, it's just wouldn't it be on the list?

...

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