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Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz
All-In with Chamath, Jason, Sacks & Friedberg
Navigating Economic Turbulence
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This chapter explores the implications of unwinding yen carry trades and their impact on market chaos and asset selling. It delves into the potential for a U.S. recession, marked by disappointing job growth and consumer demand declines, while also discussing contrasting trends across different economic sectors. The speakers highlight the challenges posed by rising living costs and the sustainability of current economic practices amidst increasing recession probabilities.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode