All-In with Chamath, Jason, Sacks & Friedberg cover image

E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more

All-In with Chamath, Jason, Sacks & Friedberg

Buying Back the Stocks Is Not the Best Thing to Do

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Summary

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Episode notes

Apple has spent 20 billion dollars buying back its own stock in the last year. The company is now worth five times that amount, according to some analysts. Apple could have done more to enter the car market earlier than it has - and made a huge profit from it.

0:00 Bestie intro and Solana Breakpoint talk

4:43 Covering the censored segment from last week, how to value crypto projects and general investing, what to take away from the podcast

30:45 Rivian's >$100B valuation, greatest CNBC hit of all time

42:06 Inflation: reacting to the CPI number, problems with MMT, strategies to curb it

1:01:34 Xi Jinping becomes China's "Supreme Leader"

1:08:35 GE, Toshiba, and J&J break up into separate businesses: is this the end of the conglomerate? Insights from PayPal breaking off from eBay, what buybacks signal

1:24:44 Besties wrap the show

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.wsj.com/articles/us-inflation-consumer-price-index-october-2021-11636491959

https://twitter.com/denverbitcoin/status/1458900776747737093/photo/1

https://www.dtnpf.com/agriculture/web/ag/crops/article/2021/11/10/nitrogen-fertilizer-prices-shatter-1

https://www.wsj.com/articles/u-s-tests-israels-iron-dome-in-guam-as-defense-against-chinese-cruise-missiles-11636455224

https://twitter.com/Sen_JoeManchin/status/1458443966135902221

https://fredblog.stlouisfed.org/2017/02/two-tales-of-federal-debt

https://www.wsj.com/articles/chinas-xi-gains-power-as-communist-party-designates-him-historical-figure-11636635312

https://www.cnbc.com/2021/11/09/ge-to-break-up-into-3-companies-focusing-on-aviation-healthcare-and-energy.html

https://www.wsj.com/articles/toshiba-like-ge-plans-to-split-into-three-parts-11636700609?st=e6zgv5yq433lvr3&reflink=article_imessage_share

https://investor.pypl.com/news-and-events/news-details/2021/Response-to-Market-Rumors-of-Discussions-Between-PayPal-and-Pinterest/default.aspx

https://www.marketwatch.com/story/apple-spent-nearly-20-billion-on-stock-buybacks-in-q4-at-average-prices-below-the-vwap-2021-10-29

https://www.nasdaq.com/articles/which-companies-spend-the-most-in-research-and-development-rd-2021-06-21

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