A
All-In with Chamath, Jason, Sacks & Friedberg
Guest
(0:00) Bestie intros!
(0:38) Election update: Dems energize around Kamala, policy questions remain
(19:33) Trump's NABJ interview: smart or risky?
(33:07) Markets expect rate cut in September, but are we already in a recession?
(40:58) AI buildout causing short-term volatility
(45:46) Assassination of Hamas leader Ismail Haniyeh: are we inching closer to war in the Middle East?
(1:06:17) Bill Ackman withdraws Pershing Square USA IPO
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow on X:
https://twitter.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
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.natesilver.net/p/nate-silver-2024-president-election-polls-model
https://www.foxnews.com/politics/harris-boycotts-netanyahu-snubs-israeli-leaders-wartime-address-give-sorority-speech
https://nypost.com/2024/07/24/us-news/media-change-tune-on-calling-kamala-harris-border-czar-despite-giving-her-the-title
https://apnews.com/business/inflation-general-news-31d83873be23c658d66526745482d572
https://www.wsj.com/economy/consumers/inflation-interest-rates-wealth-loans-51d4276e
https://www.foxbusiness.com/economy/initial-us-employment-reports-overstated-jobs
https://www.foxbusiness.com/personal-finance/q1-gdp-slows-inflation-dips
https://finance.yahoo.com/news/amd-stock-jumps-after-earnings-beat-driven-by-ai-chip-sales-202456320.html
https://www.cnbc.com/2024/07/31/nvidia-stock-up-after-microsoft-amd-quell-fears-ai-buildout-too-fast.html
https://www.ft.com/content/bad6ca0b-82fb-4ddb-b6b8-bd09dacd47ae
https://www.google.com/finance/quote/NVDA:NASDAQ
https://www.google.com/finance/quote/META:NASDAQ
https://www.nytimes.com/2024/08/01/world/middleeast/how-hamas-leader-haniyeh-killed-iran-bomb.html
https://archive.nytimes.com/www.nytimes.com/interactive/2012/06/01/world/middleeast/how-a-secret-cyberwar-program-worked.html?hp
https://www.wsj.com/finance/investing/bill-ackman-pulls-investment-fund-ipo-after-shrinking-its-size-85ba1a17
Continue reading...
(0:38) Election update: Dems energize around Kamala, policy questions remain
(19:33) Trump's NABJ interview: smart or risky?
(33:07) Markets expect rate cut in September, but are we already in a recession?
(40:58) AI buildout causing short-term volatility
(45:46) Assassination of Hamas leader Ismail Haniyeh: are we inching closer to war in the Middle East?
(1:06:17) Bill Ackman withdraws Pershing Square USA IPO
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow on X:
https://twitter.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
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.natesilver.net/p/nate-silver-2024-president-election-polls-model
https://www.foxnews.com/politics/harris-boycotts-netanyahu-snubs-israeli-leaders-wartime-address-give-sorority-speech
https://nypost.com/2024/07/24/us-news/media-change-tune-on-calling-kamala-harris-border-czar-despite-giving-her-the-title
https://apnews.com/business/inflation-general-news-31d83873be23c658d66526745482d572
https://www.wsj.com/economy/consumers/inflation-interest-rates-wealth-loans-51d4276e
https://www.foxbusiness.com/economy/initial-us-employment-reports-overstated-jobs
https://www.foxbusiness.com/personal-finance/q1-gdp-slows-inflation-dips
https://finance.yahoo.com/news/amd-stock-jumps-after-earnings-beat-driven-by-ai-chip-sales-202456320.html
https://www.cnbc.com/2024/07/31/nvidia-stock-up-after-microsoft-amd-quell-fears-ai-buildout-too-fast.html
https://www.ft.com/content/bad6ca0b-82fb-4ddb-b6b8-bd09dacd47ae
https://www.google.com/finance/quote/NVDA:NASDAQ
https://www.google.com/finance/quote/META:NASDAQ
https://www.nytimes.com/2024/08/01/world/middleeast/how-hamas-leader-haniyeh-killed-iran-bomb.html
https://archive.nytimes.com/www.nytimes.com/interactive/2012/06/01/world/middleeast/how-a-secret-cyberwar-program-worked.html?hp
https://www.wsj.com/finance/investing/bill-ackman-pulls-investment-fund-ipo-after-shrinking-its-size-85ba1a17
Continue reading...