All-In with Chamath, Jason, Sacks & Friedberg

E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more

Oct 1, 2022

01:19:38

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Highlights

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Episode notes

Did we hit the bottom?

02:25

The PCSK9 Inhibitor Is a Wonder Drug

01:37

The Original Sins of the Economic Crisis

02:33

What Are You Eating? Where Your Dustbunnies Are?

01:32

Introduction

1min

The End of an Era of Rapid Growth

3min

Silicon Valley

3min

Is There a Soft Landing in 2023?

2min

Is the Cycle Restarting for Startups?

5min

Startups and Talent - The Best Time to Start a Company

2min

Is Silicon Valley an Industry?

2min

What's Going on With the Roomba?

2min

What Are You Eating? Where Your Dustbunnies Are?

2min

10.

The Stock Market Will Go Up, but It Could Be a Flat Decade

2min

11.

Is There a Central Bank That Perverts a Market?

4min

12.

Is There a Hard Landing Recession?

2min

13.

Do You Think 2023 Will Be Hard Landing?

2min

14.

Tax It, You Can Print More Money

2min

15.

Is There a Buyer of the Debt?

2min

16.

Is There a Demand Decay?

2min

17.

Is the Fed Data Driven?

2min

18.

The Driving in the Review Mirror

2min

19.

Is There a Model?

2min

20.

The Fed Is the Gold Standard of Transparency, Isn't It?

4min

21.

The Original Sins of the Economic Crisis

3min

22.

The Unintended Consequences of SERP

2min

23.

The US Boomers Are Controlling 70 Trillion Dollars

2min

24.

Coolio's Story From the Poem

2min

25.

Coolio - I'm Like, Oh My God. You Got a Smashed.

2min

26.

Shaka Zulu - Happy Birthday, Man

2min

27.

The PCSK9 Inhibitor Is a Wonder Drug

2min

28.

Do You Get Your Dark Chocolate From Goop?

2min

29.

What's the Common Denominator of All These Things?

2min

30.

We Have EXTREMELY EXPLODED Putin

2min

31.

We Cannot Know That He's Bluffing

2min

32.

Is There a Catalyst for Upside in the Market?

2min

33.

The Markets May Not React as Much as They Used to Do Three Months Ago

2min

34.

The Fat Tail Risk

2min

35.

What Are the Second and Third Order Economic Impacts?

2min

36.

Equity Markets, Your Temperature

2min

37.

Is the Rate of Rotation of Chamaas Closet Predicting of IPO Market?

2min

0:00 Bestie intros!

1:36 Big tech starts making cuts, plus what this means for the broader economy and startups

31:09 Global debt numbers, Fed incompetency

54:06 RIP Coolio

1:00:30 Russia / Ukraine update

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.bloomberg.com/news/articles/2022-09-29/meta-announces-hiring-freeze-warns-employees-of-restructuring

https://www.google.com/finance/quote/META:NASDAQ

https://www.google.com/finance/quote/AAPL:NASDAQ

https://www.google.com/finance/quote/GOOG:NASDAQ

https://www.cnbc.com/2022/09/28/stanley-druckenmiller-sees-hard-landing-in-2023-with-a-possible-deeper-recession-than-many-expect.html

https://www.google.com/finance/quote/NFLX:NASDAQ

https://www.mckinsey.com/capabilities/mckinsey-digital/our-insights/if-youre-going-to-build-something-from-scratch-this-might-be-as-good-a-time-as-in-a-decade

https://www.forbes.com/sites/jonathanponciano/2021/05/11/billionaire-investor-druckenmiller-blasts-feds-radical-stimulus-policy-warns-it-risks-stock-bubble-blowing-up

https://www.cnbc.com/2022/09/28/cnbc-transcript-duquesne-family-office-chairman-ceo-stanley-druckenmiller-speaks-with-cnbcs-joe-kernen-live-during-the-cnbc-delivering-alpha-conference-today.html

https://www.xe.com/currencycharts/?from=GBP&to=USD&view=1M

https://www.bls.gov/charts/job-openings-and-labor-turnover/unemp-per-job-opening.htm

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

https://www.wsj.com/articles/a-nation-of-quitters-great-enabling-exodus-working-age-men-parents-stimulus-covid-quit-retirement-bohemian-videogame-11664112795

https://goop.com/subscribe

https://www.reuters.com/world/putin-host-kremlin-ceremony-annexing-parts-ukraine-2022-09-29

https://www.reuters.com/world/europe/zelenskiy-says-ukraine-applying-nato-membership-2022-09-30

https://www.reuters.com/world/europe/qa-nord-stream-gas-sabotage-whos-being-blamed-why-2022-09-30

https://www.aa.com.tr/en/economy/former-polish-foreign-minister-thanks-us-for-damaging-nord-stream-pipeline/2696530

https://www.theamericanconservative.com/should-america-go-all-in-on-ukraine

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All-In with Chamath, Jason, Sacks & Friedberg

E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more

Did we hit the bottom?

The PCSK9 Inhibitor Is a Wonder Drug

The Original Sins of the Economic Crisis

What Are You Eating? Where Your Dustbunnies Are?

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

AI-poweredpodcast player

Discoverhighlights

Get the Snipd
podcast app

AI-powered
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highlights

Save any
moment

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& Export

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