All-In with Chamath, Jason, Sacks & Friedberg

E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more

All-In Podcast, LLC 1h 21m 52 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 Intro: Chamath's happy hour and sweater feud

Breaking down the new 6.8% CPI number, reflecting on old inflation takes, jobs report, understanding why CPI is misleading

How growth stocks got overblown, current valuation outlook, government as capital allocators

Deficit trouble: will another president ever try and balance the budget? Areas of positivity in the economy

Better.com's botched layoffs, impact of overcapitalization, macro outlook for founders

Lessons from the Jussie Smollett saga

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://www.cnbc.com/2021/12/10/consumer-price-index-november-2021.html

https://www.bls.gov/opub/ted/2021/consumer-prices-increase-6-2-percent-for-the-year-ended-october-2021.htm

https://www.marketwatch.com/story/what-powell-must-do-next-after-admitting-that-he-was-wrong-about-transitory-inflation-11638460995

https://www.cnn.com/2021/01/27/economy/inflation-federal-reserve-janet-yellen/index.html

https://www.nytimes.com/2021/03/22/opinion/us-inflation-stimulus.html

https://www.nytimes.com/2021/03/10/business/economy/inflation-markets-federal-reserve.html

https://www.axios.com/inflation-consumers-survey-1932e8d0-b01b-4c39-8fb4-4fdb9a96958d.html

http://cdn.cnn.com/cnn/2021/images/12/10/cbo.report.on.build.back.better.pdf

https://www.politico.com/newsletters/playbook-pm/2021/11/10/does-the-wh-owe-larry-summers-an-apology-495052

https://www.cnbc.com/2021/12/03/jobs-report-november-2021.html

https://twitter.com/BillAckman/status/1469438745791410183

https://www.cnbc.com/2021/06/10/stanley-druckenmiller-fed-lulling-investors-into-false-sense-of-security.html

https://www.businessinsider.com/congress-progressives-back-bill-4-day-workweek-remote-work-2021-12

https://youtu.be/-_wvTa8aiu8

https://www.thebalance.com/deficit-by-president-what-budget-deficits-hide-3306151

https://twitter.com/Jason/status/1469370800771715073

https://www.forbes.com/sites/davidjeans/2020/11/20/mortgages-fraud-claims-and-dumb-dolphins-a-tangled-past-haunts-bettercom-ceo-vishal-garg/?sh=6ed46a0110f4

https://youtu.be/pXLx5OY21Bk

https://youtu.be/wZXoErL2124

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E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more

Full transcripts, AI insights,episode chat — free.

Full transcripts, AI insights,
episode chat — free.