All-In with Chamath, Jason, Sacks & Friedberg

E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more

All-In with Chamath, Jason, Sacks & Friedberg

E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more

All-In Podcast, LLC 1h 33m 26 months ago

Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.

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Show Notes

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() Bestie intros!

() Markets rip on strong economic data

() Media's broken business model, death spiral

() Texas defies the Biden Admin on the Southern Border after SCOTUS votes in favor of the federal government

() Ethics of publishing non-public financial data

() Fintech's reckoning

() ARkStorm 2.0

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

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.cnbc.com/2024/01/25/gdp-q4-2023-the-us-economy-grew-at-a-3point3percent-pace-in-the-fourth-quarter.html

https://www.barrons.com/livecoverage/stock-market-today-012524

https://abcnews.go.com/Business/dow-closes-above-38000-record-high/story?id=106576234

https://www.cnbc.com/2024/01/11/cpi-inflation-report-december-2023-consumer-prices-rose-0point3percent-in-december-higher-than-expected-pushing-the-annual-rate-to-3point4percent.html

https://www.nytimes.com/2024/01/05/business/economy/jobs-report-december-2023.html

https://finance.yahoo.com/news/gas-prices-national-average-hit-by-mid-winter-blahs-on-way-to-3gallon-165833984.html

https://www.cnbc.com/2024/01/24/tesla-tsla-earnings-q4-2023.html

https://www.federalreserve.gov/newsevents/pressreleases/monetary20240124a.htm

https://www.bloomberg.com/news/articles/2024-01-23/china-mulls-stock-market-rescue-package-backed-by-278-billion

https://twitter.com/paulkrugman/status/1750529905627128154

https://fiscaldata.treasury.gov/americas-finance-guide/national-debt

https://twitter.com/RealEJAntoni/status/1750537238578930101

https://news.gallup.com/poll/266807/percentage-americans-owns-stock.aspx

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

https://www.forbes.com/sites/bradadgate/2023/12/19/media-companies-have-slashed-over-20000-jobs-in-2023

https://twitter.com/maxwelltani/status/1750507633247678531

https://www.nytimes.com/2024/01/23/business/media/los-angeles-times-layoffs-newsroom.html

https://www.nytimes.com/2023/11/01/business/media/conde-nast-business.html

https://www.cnn.com/2024/01/23/business/conde-nast-staffers-walkout-layoffs/index.html

https://www.latimes.com/entertainment-arts/business/story/2024-01-18/la-times-guild-calls-for-one-day-walkout-to-protest-looming-staff-cuts

https://www.nytimes.com/2024/01/19/business/media/sports-illustrated-mass-layoffs.html

https://www.npr.org/2024/01/18/1225446347/pitchfork-faces-layoffs-and-restructuring-under-conde-nast

https://fortune.com/2023/11/30/yet-another-media-company-is-laying-off-workers-as-the-industrys-retrenchment-hits-vox-media-for-the-second-time-this-year

https://variety.com/2023/digital/news/jezebel-shutting-down-go-media-layoffs-1235785877

https://www.npr.org/2023/05/15/1173260377/vice-media-bankruptcy

https://twitter.com/BillAckman/status/1750537848447533207

https://trends.google.com/trends/explore?date=today%205-y&geo=US&q=wsj.com,Businessinsider.com,twitter.com,nyt.com&hl=en

https://www.latimes.com/california/story/2021-08-20/recall-candidate-larry-elder-is-a-threat-to-black-californians

https://www.cbp.gov/newsroom/stats/nationwide-encounters

https://www.wsj.com/us-news/illegal-immigration-record-border-6db29cad

https://www.cbsnews.com/news/migrant-crossings-u-s-southern-border-record-monthly-high-december

https://www.scotusblog.com/2024/01/court-allows-border-patrol-to-cut-texas-razor-wire-along-rio-grande

https://www.texastribune.org/2024/01/22/texas-border-supreme-court-immigration

https://gov.texas.gov/uploads/files/press/Border_Statement_1.24.2024.pdf

https://nypost.com/2023/08/19/biden-sells-border-wall-parts-to-thwart-gop-push-to-use-them

https://www.nytimes.com/2023/09/07/nyregion/adams-migrants-destroy-nyc.html

https://www.cbsnews.com/news/cbs-news-opinion-poll-americans-border-crisis

https://www.foxbusiness.com/politics/california-offer-illegal-immigrants-free-healthcare-deficit-soars-population-shrinks

https://einvestingforbeginners.com/average-gross-profit-margin-by-industry

https://twitter.com/TexasLindsay_/status/1750427983448256552

https://twitter.com/WhidbeyWXGuy/status/1750006365790282175

https://twitter.com/US_Stormwatch/status/1749669643634233384

https://twitter.com/Weather_West/status/1750619800840110131

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