Drug overdoses and firearmelated are spiking massively. In san francisco, you can't get chasebudin to enforce a gun charge. A young kid named kelvin chu got killed because his his killer was arrested weeks before on gun charges in chase of eugine. Just let him go. And ted cruwz thinks this is about the back door being unlocked. The incompetence is stunning, and it has to stopye.
0:00 Bestie Guestie Brad Gerstner joins the show
1:00 All-In Summit recap and best moments
16:45 State of the markets, $ZM/$SNOW earnings, how much more uncertainty?
29:53 $SNAP drops after miscalculating earnings targets, understanding signs of a true bottom, the end of entitlement
51:10 Down market end game, investor decisions, reasons for optimism, quick reset potential
1:05:17 Sacks explains his concept for "default investable," Besties share thoughts on proactive layoffs and course correction
1:12:27 Addressing Uvalde, legislative disappointment, potential preventative solutions
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
https://twitter.com/altcap
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.google.com/finance/quote/SPY:NYSEARCA
https://www.google.com/finance/quote/.DJI:INDEXDJX
https://investors.zoom.us/news-releases/news-release-details/zoom-video-communications-reports-financial-results-first
https://investors.snowflake.com/news/news-details/2022/Snowflake-Reports-Financial-Results-for-the-First-Quarter-of-Fiscal-2023/default.aspx
https://fred.stlouisfed.org/series/T10YIE
https://twitter.com/zerohedge/status/1529100065331200005
https://twitter.com/BillAckman/status/1529133144540078083
https://layoffs.fyi
https://www.google.com/finance/quote/SNAP:NYSE
https://www.cnbc.com/2022/05/24/snaps-down-32percent-and-its-dragging-other-stocks-down-with-it.html
https://www.google.com/finance/quote/FB:NASDAQ
https://www.google.com/finance/quote/GOOG:NASDAQ
https://nypost.com/2022/05/13/netflix-tells-woke-workers-to-quit-if-they-are-offended-culture-memo
https://twitter.com/JeffBezos/status/1525309091970699265
https://twitter.com/DavidSacks/status/1529119829080150016
https://twitter.com/DavidSacks/status/1528102541723979776
https://sacks.substack.com/p/the-burn-multiple-51a7e43cb200
https://elections.bradyunited.org/take-action/nra-donations-116th-congress-senators
https://en.wikipedia.org/wiki/Mass_shootings_in_the_United_States#/media/File:Total_Deaths_in_US_Mass_Shootings_1982-2021.jpg
https://twitter.com/Jason/status/1529843255176663040
https://www.nytimes.com/interactive/2020/04/01/business/coronavirus-gun-sales.html
https://twitter.com/Jason/status/1529504198974263296
