All-In with Chamath, Jason, Sacks & Friedberg

E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more

Apr 1, 2022

01:39:11

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Highlights

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Episode notes

Is the Reaction of Potential Recession Inappropriate?

01:57

Carbon Offset Markets

01:33

How Do We Factor In The Labor Market?

04:22

Is There a Sugar Tax?

01:40

Introduction

3min

We Need More Restraints and Tots to Us Interventionism

3min

The Predictive Signal of Recessions

4min

Is There a Recession?

5min

How Do We Factor in the Labor Market?

4min

Is There a Substitutional Effect?

3min

The Yul Kurve Inversion Is Predictable

4min

Isn't It Time to Shut the Borders Down?

2min

Equity and Progress in the United States Is a Big Thing, Right?

4min

10.

Prihteiti's Very Hard

2min

11.

Is There a Solution to Get America Behind Excellence?

2min

12.

The Most Controversial Bucket

4min

13.

The Wealth Tax, That Ain't Right

4min

14.

The Democratic Party Is Getting Shlacked in November

1min

15.

The Democrat Party Is a Professional Class Party and the Republicans Are a Working Class Party

6min

16.

Climate Disclosures for Public Trade Companies?

2min

17.

What's the Difference Between a Blank Jack Company and a Company Forecast?

3min

18.

Capitalism, I Don't Think It's a Corner Stone

3min

19.

Are You Paying That Cost?

2min

20.

Is There a Sugar Tax?

2min

21.

Carbon Sequestration Mechanisms Are Absolute B S

5min

22.

Investing in a Start Up?

2min

23.

Is Facebook a Punching Bag?

4min

24.

Should a Chinese Company Have a Social Network?

2min

25.

Is There a Way to Allow a Non American Company to Thrive in China?

3min

26.

The Problem of the Export Market in Africa

5min

27.

The White House Walked This Back, but a Good and Take Your a Victory Lap.

1min

28.

We're Trying to Resolve This Thing, and Then You Give Puden Exactly the Ammunition He Wants.

2min

29.

I Don't Seeesis, I'm a Realist Beautifl Tas First.

4min

30.

What Are You Solving For?

2min

31.

How Do You Vitalize a Late Stage Empire?

3min

32.

O U Yut. I'm, Go on Tilt.

2min

0:00 Sacks' DC trip and foreign policy speaking gig

5:50 Yield curve inversion, breaking down the current state of the markets, understanding the labor market through birth rate and immigration

26:16 How the US can fix its current economic issues, reframing high-skilled immigration

48:54 SEC's new proposed rules around SPACs and climate disclosures for public companies: how will both markets be impacted?

1:10:29 Meta used a GOP firm to run a smear campaign against TikTok in the US: dirty, necessary, or both?

1:19:03 Food shortage update

1:24:33 Sacks and Jason reflect on Biden's inflammatory comments on Putin

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.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525

https://www.reuters.com/business/finance/part-us-yield-curve-just-inverted-does-that-mean-recession-is-coming-2022-03-28

https://www.federalreserve.gov/econres/notes/feds-notes/dont-fear-the-yield-curve-reprise-20220325.htm

https://markets.businessinsider.com/news/stocks/restoration-hardware-stock-price-ceo-warns-big-short-economy-inflation-2022-3

https://www.google.com/finance/quote/PATH:NYSE

https://www.theatlantic.com/newsletters/archive/2022/03/american-population-growth-rate-slow/629392

https://fred.stlouisfed.org/series/CIVPART

https://www.cnbc.com/2022/03/31/2-year-treasury-yield-tops-10-year-rate-a-yield-curve-inversion-that-could-signal-a-recession.html

https://www.wsj.com/articles/joe-bidens-big-new-wealth-tax-white-house-budget-fy-2023-11648504962

https://www.bloomberg.com/news/articles/2022-03-28/manchin-pans-biden-s-proposed-tax-on-unrealized-gains-of-wealthy

https://theliberalpatriot.substack.com/p/democrats-go-directly-to-the-center

https://www.bloomberg.com/news/articles/2022-03-29/spacs-face-fresh-sec-legal-threat-for-overly-bullish-forecasts

https://www.bloomberg.com/opinion/articles/2021-05-27/spacs-can-take-away-the-insiders-advantage-in-ipos-and-markets

https://www.bloomberg.com/opinion/articles/2022-03-22/the-sec-will-regulate-climate

https://www.cnbc.com/2022/03/30/sec-targets-spacs-with-new-rules-about-forecasts-mergers.html

https://www.washingtonpost.com/technology/2022/03/30/facebook-tiktok-targeted-victory/

https://www.agweek.com/news/ukraine-ag-production-could-drop-80-fertilizer-prices-to-cut-food-supply-long-term-uk-expert-says

https://farmdocdaily.illinois.edu/2022/03/wheat-in-2023.html

https://farmdocdaily.illinois.edu/2021/09/information-on-2021-cash-rents-with-implications-for-2022.html

https://www.agweek.com/news/usda-nass-to-livestream-prospective-planting-report

https://www.npr.org/2022/03/28/1089300515/biden-putin-remarks-regime-change

https://www.msn.com/en-us/news/world/putin-s-approval-ratings-soar-amid-russia-s-war-in-ukraine/ar-AAVI29R

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All-In with Chamath, Jason, Sacks & Friedberg

E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more

Is the Reaction of Potential Recession Inappropriate?

Carbon Offset Markets

How Do We Factor In The Labor Market?

Is There a Sugar Tax?

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

AI-poweredpodcast player

Discoverhighlights

Get the Snipd
podcast app

AI-powered
podcast player

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highlights

Save any
moment

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& Export

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highlights