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Predictions for the Year Ahead
In this chapter, they discuss their predictions for the year ahead, including concerns about market euphoria and the potential for Apple to make gains in AI.
(0:00) Bestie intros! Pasty Preppers
(4:17) 2024's Biggest Political Winner
(13:37) 2024's Biggest Political Loser
(19:41) 2024's Biggest Business Winner
(32:08) 2024's Biggest Business Loser
(37:31) 2024's Biggest Business Deal
(41:15) 2024's Most Contrarian Belief
(51:18) 2024's Best-Performing Asset
(56:46) 2024's Worst-Performing Asset
(1:06:14) 2024's Most Anticipated Trend
(1:12:28) 2024's Most Anticipated Media
(1:22:28) Emotional condition heading into 2024
Follow the besties:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://lmc.icds.ee/lennart-meri-lecture-by-fiona-hill
https://news.gallup.com/poll/512135/support-third-political-party.aspx
https://geopoliticaleconomy.com/2023/08/10/us-saudi-arabia-sell-oil-dollars-chinese-yuan
https://www.facebook.com/watch/?v=853724306532726
https://www.politico.com/news/2023/12/07/californias-budget-deficit-balloons-to-68b-00130624
https://www.aljazeera.com/news/2022/10/28/in-grips-of-war-ukraine-faces-gloomy-demographic-future
https://razumkov.org.ua/en/articles/pension-system-can-ukrainian-pensions-be-saved
https://www.forbes.com/sites/rrapier/2023/08/30/us-natural-gas-production-sets-new-record-high
https://www.anduril.com/roadrunner
https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480
https://twitter.com/CeciliaZin/status/1740109465918328844
https://www.nytimes.com/2023/09/06/business/china-car-exports.html
https://img.caixin.com//2023-04-14/168147450347265.jpg
https://www.cnn.com/2023/12/21/china/china-russia-relations-record-trade-intl-hnk/index.html
https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm
https://thehill.com/opinion/4383282-turkey-is-a-us-ally-but-should-not-be-a-trusted-one
https://foreignpolicy.com/2023/12/06/turkey-nato-membership-alliance-russia-erdogan-sweden-syria
https://apnews.com/article/nato-sweden-turkey-erdogan-stoltenberg-639d70add38ec481253729b0e451f4ea
https://www.politico.com/news/magazine/2023/12/27/biden-endgame-ukraine-00133211
https://www.google.com/finance/quote/URA:NYSEARCA
https://www.telegraph.co.uk/news/2023/12/28/the-west-may-now-have-no-option-but-to-attack-iran
https://www.imdb.com/title/tt9218128
https://www.imdb.com/title/tt13016388
https://www.imdb.com/title/tt11198330
https://www.amazon.com/Founders-Paypal-Entrepreneurs-Shaped-Silicon/dp/1501197266
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Listen to the best highlights from the podcasts you love and dive into the full episode