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The Backstop for the United States
Is there any candidate who will get spending under control or is it just okay? RFK you think okay and then the reason is because he's so against the military industrial complex. He wants to pass an executive order that bans Pharmaceutical advertising those things would have a pretty large ripple effect in the economy and in spending and in entitlements.
(0:00) Addressing the podcast hack
(2:55) Macro picture: inflation cools, what happens to rates, market sentiment, soft landing, tech run-up
(20:34) Consumer sentiment: demand crash coming?
(30:31) BREAKING: Ripple gets big win in SEC case, token rips
(36:33) Lina Khan's losing streak, "spray and pray" strategy, overzealous regulators
(51:08) EV supply/demand mismatch
(1:04:58) Fraught NATO summit, ammo crisis, Sweden joins NATO
(1:18:52) Science Corner: New paper on reversing cellular aging
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Follow the pod:
https://twitter.com/theallinpod
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Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.wsj.com/articles/consumer-price-index-report-june-inflation-ede7f4b1
https://fortune.com/2023/06/05/larry-summers-floats-idea-half-point-interest-rate-hike-july
https://www.wsj.com/articles/as-inflation-goes-down-soft-landing-odds-improve-5166e6af
https://fred.stlouisfed.org/series/UNRATE
https://www.wsj.com/articles/disney-world-crowds-universal-studios-florida-36b0a579
https://www.statista.com/statistics/290673/auto-loan-rates-usa
https://www.axios.com/2023/07/10/used-cars-prices-us-economy
https://www.macrotrends.net/stocks/charts/DIS/disney/revenue
https://www.wsj.com/articles/microsoft-activision-blizzard-deal-ftc-hearing-d42675f1
https://www.washingtonpost.com/technology/2023/07/13/ftc-openai-chatgpt-sam-altman-lina-khan
https://twitter.com/DavidSacks/status/1678526061154295808
https://www.axios.com/2023/07/10/unsold-electric-cars-are-piling-up-on-dealer-lots
https://mdevelopers.com/blog/technology-adoption-curve-everything-that-you-need-to-know
https://www.investing.com/analysis/brics-countries-planning-new-goldbacked-currency-200639843
https://moderndiplomacy.eu/2023/05/24/more-than-30-countries-want-to-join-the-brics
https://www.google.com/finance/quote/BTC-USD
https://twitter.com/chamath/status/1679141703603703808
https://twitter.com/tobi/status/1679114154756669441
https://www.wsj.com/articles/sweden-races-to-secure-turkish-support-for-nato-bid-2452c14f
https://twitter.com/DavidSacks/status/1679229577732792320
https://www.washingtonpost.com/politics/2023/07/11/zelensky-nato-ukraine-membership-timeline
https://www.nytimes.com/2023/07/12/world/europe/uk-ukraine-ben-wallace.html
https://twitter.com/DavidSacks/status/1678463164864667658
https://edition.cnn.com/2023/07/07/politics/joe-biden-cluster-munitions-ukraine/index.html
https://www.cbsnews.com/news/nato-countries-maps-list-membership-requirements
https://www.theguardian.com/world/2022/jun/29/russia-condemns-nato-invitation-finland-sweden
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