AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Introduction
The all in podcast is back with a new episode. This week, Jarrett ponders the future of his investment portfolio. He also talks to David friedberg about what he's been up to this year. And finally, Jarrett takes you on a tour of New York City and its nightlife.
1:35 Reflecting on bad investment decisions and markup dynamics
15:20 Rising tensions between US and Russia over Ukraine, Putin's demands, NATO negotiations as the underreported key piece, Obama's savvy Russia dealings
39:16 Bill Ackman buys the Netflix dip, Tesla and Microsoft crush earnings, the Fed signals rate hikes
55:18 Altos Labs raises $3B in the largest Seed round ever, incredible Yamanaka factors breakthrough, dynamics of a richly capitalized bio-moonshot
1:04:08 The Stripe Mafia, Bolt CEO punches up, reflecting on old emails
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://www.bloomberg.com/opinion/articles/2013-05-30/bitcoin-the-perfect-schmuck-insurance
https://twitter.com/DavidSacks/status/1480716684038049796
https://medium.com/@jason/do-the-work-skip-the-party-8f2864560195#724a--share-10-78
https://www.nytimes.com/2022/01/16/world/europe/russia-ukraine-invasion.html
https://www.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525
https://www.history.com/news/nato-article-5-meaning-history-world-war-2
https://www.latimes.com/opinion/op-ed/la-oe-shifrinson-russia-us-nato-deal--20160530-snap-story.html
https://www.worldometers.info/gdp/gdp-by-country
https://www.wsj.com/articles/william-ackman-takes-stake-in-netflix-11643236690
https://www.microsoft.com/en-us/Investor/earnings/FY-2022-Q2/press-release-webcast
https://www.cnbc.com/2022/01/26/fed-decision-january-2022-.html
https://www.tcv.com/tcv-insights/netflix-case-study
https://www.cnbc.com/2021/11/16/peloton-files-to-sell-1-billion-in-stock-offering-shares-drop.html
https://www.biorxiv.org/content/10.1101/2022.01.20.477063v1.full.pdf
https://twitter.com/theryanking/status/1485784823641755648
https://twitter.com/shaunmmaguire/status/1486082835974811650
https://twitter.com/Jason/status/1486113945790214146
https://twitter.com/shaunmmaguire/status/1486114773209006080
https://twitter.com/Jason/status/1486121975311339520
https://my.pitchbook.com/profile/107633-08/company/profile#deal-history/102358-00T
Listen to all your favourite podcasts with AI-powered features
Listen to the best highlights from the podcasts you love and dive into the full episode
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
Listen to all your favourite podcasts with AI-powered features
Listen to the best highlights from the podcasts you love and dive into the full episode