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18min chapter
Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz
All-In with Chamath, Jason, Sacks & Friedberg
Navigating Economic Black Swans and Tech Monopolies
This chapter explores the political and economic landscape, emphasizing the risks associated with undisclosed bad news and the inherent surprises of 'black swans.' It focuses on Berkshire Hathaway's investment strategies, particularly its diminishing stake in Apple and the regulatory challenges faced by tech giants like Apple and Google. The discussion also examines recent legal developments against Google and their implications for innovation and competition in the tech industry.
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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