All-In with Chamath, Jason, Sacks & Friedberg
E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more
Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
Show Notes
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Jason's new "family office" and Sacks' new strategy Understanding where all sides stand in the Russia/Ukraine War three weeks in
Sanctions risking a major food shortage: possible solutions, how we got here, creating distributed manufacturing and supply chains, capitalist incentives flipping
Breaking down the second- and third-order effects of the massive sanctions on Russia; best case/worst case outcomes for this new form of economic warfare, deglobalization
US economy big picture outlook: inflation, rising rates, decreasing uncertainty potentially a bullish sign in public markets; how that flows to private markets
Rewriting foreign policy playbooks
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