All-In with Chamath, Jason, Sacks & Friedberg

E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more

All-In Podcast, LLC 1h 39m 50 months ago

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

0:00 –:––

Website

Show Notes

Tap timecodes to jump

Sacks' DC trip and foreign policy speaking gig

Yield curve inversion, breaking down the current state of the markets, understanding the labor market through birth rate and immigration

How the US can fix its current economic issues, reframing high-skilled immigration

SEC's new proposed rules around SPACs and climate disclosures for public companies: how will both markets be impacted?

Meta used a GOP firm to run a smear campaign against TikTok in the US: dirty, necessary, or both?

Food shortage update

Sacks and Jason reflect on Biden's inflammatory comments on Putin

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.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525

https://www.reuters.com/business/finance/part-us-yield-curve-just-inverted-does-that-mean-recession-is-coming-2022-03-28

https://www.federalreserve.gov/econres/notes/feds-notes/dont-fear-the-yield-curve-reprise-20220325.htm

https://markets.businessinsider.com/news/stocks/restoration-hardware-stock-price-ceo-warns-big-short-economy-inflation-2022-3

https://www.google.com/finance/quote/PATH:NYSE

https://www.theatlantic.com/newsletters/archive/2022/03/american-population-growth-rate-slow/629392

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

https://www.cnbc.com/2022/03/31/2-year-treasury-yield-tops-10-year-rate-a-yield-curve-inversion-that-could-signal-a-recession.html

https://www.wsj.com/articles/joe-bidens-big-new-wealth-tax-white-house-budget-fy-2023-11648504962

https://www.bloomberg.com/news/articles/2022-03-28/manchin-pans-biden-s-proposed-tax-on-unrealized-gains-of-wealthy

https://theliberalpatriot.substack.com/p/democrats-go-directly-to-the-center

https://www.bloomberg.com/news/articles/2022-03-29/spacs-face-fresh-sec-legal-threat-for-overly-bullish-forecasts

https://www.bloomberg.com/opinion/articles/2021-05-27/spacs-can-take-away-the-insiders-advantage-in-ipos-and-markets

https://www.bloomberg.com/opinion/articles/2022-03-22/the-sec-will-regulate-climate

https://www.cnbc.com/2022/03/30/sec-targets-spacs-with-new-rules-about-forecasts-mergers.html

https://www.washingtonpost.com/technology/2022/03/30/facebook-tiktok-targeted-victory/

https://www.agweek.com/news/ukraine-ag-production-could-drop-80-fertilizer-prices-to-cut-food-supply-long-term-uk-expert-says

https://farmdocdaily.illinois.edu/2022/03/wheat-in-2023.html

https://farmdocdaily.illinois.edu/2021/09/information-on-2021-cash-rents-with-implications-for-2022.html

https://www.agweek.com/news/usda-nass-to-livestream-prospective-planting-report

https://www.npr.org/2022/03/28/1089300515/biden-putin-remarks-regime-change

https://www.msn.com/en-us/news/world/putin-s-approval-ratings-soar-amid-russia-s-war-in-ukraine/ar-AAVI29R

This episode is not processed yet. Sign in to queue the transcript and make it useful for search and Q&A.

Free to start

Skim the episode first,
then decide if it is worth listening.

Start free

Google sign-in · No credit card · 10 free transcript credits

E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more

Skim the episode first,then decide if it is worth listening.

Skim the episode first,
then decide if it is worth listening.