All-In with Chamath, Jason, Sacks & Friedberg

E88: First principle politics, China chaos & outlook, state of private/public markets & more

Jul 22, 2022

01:44:02

Creator website

Highlights

AI Chapters

Episode notes

Active vs passive investing

01:51

The role of government

00:49

China's Biggest Problem Is Population

01:21

Is China Facing Demographic Collapse?

01:33

Introduction

2min

Blake Masters

2min

I Think That's the Future of the Republican Party

2min

The Speaker of the House Is the Third Most Important Person in Government, and She'll So Pass the Line

5min

The Government Wants You to Onshore Semi Conductor Manufacturing

2min

Is There a Better Way to Do It?

4min

Is the a Media Largely Biased Against Trump and Gives a Free Pass to the Dams?

2min

Dems Are Appealing to the Donor Class

4min

Do You Think They Could Codify Rod?

3min

10.

Obama Executed on the Platform

3min

11.

I'm Glad That Byton Won the Senate, and I Think Theyain't Nobody.

4min

12.

Are We Keeping Our Government Accountable for Inefficiencies?

5min

13.

The Risks to American Leadership and Ex Nalism

2min

14.

Sacks - I Love You Like a Brother

5min

15.

The Left Is Not Cool, and Here's How It Should Change

4min

16.

The Chinese Economy Is in Chaos Right Now

2min

17.

China's Zero Tolerance Policy on Covid?

3min

18.

The Mortgage Boycots Are Happening in 301 Unfinished Developments in 91 Cities

5min

19.

China's Biggest Problem Is Population

2min

20.

The Chinese Capital Markets Are in Difficult Spot

3min

21.

The Balance of Powers Is Zero

4min

22.

Is China Going to Have a Huge Manufacturing Edge?

4min

23.

The a I and Machine Learning

3min

24.

Stray and You Literally, Yo

4min

25.

Investing in a World Where the Central Banks Are Always Meddling

5min

26.

The Wore Seng Is a Pretty Good Sass Index

2min

27.

Are You Seeing a Freeburg in the Private Markets?

5min

28.

Is There Any Reason to Put Money Into Deals?

4min

29.

The Skill of Private Market Investing

2min

30.

Amazon's Getting Into This Business Model

4min

31.

Is That a Victory?

3min

0:00 Bestie intros

1:45 First principle politics, analyzing each party's cynicism

48:07 Chaos in China: bank protests, housing protests, slowing economic and population growth, future outlook

1:09:21 Automation and the impact of the information economy

1:16:31 BlackRock loses $1.7T of investor money during H1 2021, state of private and public markets

1:36:36 Amazon acquires One Medical

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://twitter.com/pelositracker_/status/1549535561718714368

https://www.politico.com/news/2022/07/20/biden-pelosi-trip-taiwan-china-military-00047031

https://www.wsj.com/articles/nancy-pelosis-taiwan-education-china-taipei-military-defense-11658265311

https://www.reuters.com/world/us/china-warns-forceful-measures-if-us-house-speaker-pelosi-visits-taiwan-2022-07-19/

https://www.tesla.com/blog/tesla-repays-department-energy-loan-nine-years-early

https://housestockwatcher.com/summary_by_rep/Hon.%20Nancy%20Pelosi

https://www.thedailybeast.com/democrats-quietly-try-to-jam-nancy-pelosi-on-stock-trading-ban

https://poll.qu.edu/poll-release?releaseid=3852

https://www.nytimes.com/2022/07/19/opinion/democrats-far-right-midterms.html

https://www.washingtonpost.com/politics/2022/07/19/trailer-desantis-beats-trump-democrats-bet-maga-more-lessons-latest-fundraising-quarter/

https://www.reuters.com/article/obama-abortion/obama-says-abortion-rights-law-not-a-top-priority-idUKN2946642020090430

https://twitter.com/micsolana/status/1549868945640914951

https://www.washingtonpost.com/opinions/2022/07/18/spanish-language-media-disinformation/

https://www.nytimes.com/2022/07/19/world/asia/china-bank-scandal-protest.html

https://twitter.com/WallStreetSilv/status/1549790086656581640

https://www.nytimes.com/interactive/2019/01/17/world/asia/china-population-crisis.html

https://www.ft.com/content/91441aca-1665-4660-843f-9cf7222becff

https://datacommons.org/place/country/CHN

https://www.bloomberg.com/news/articles/2022-06-22/china-housing-market-slowdown-drags-economy

https://www.wsj.com/articles/chinas-economic-distress-deepens-as-lockdowns-drag-on-11652703162

https://www.bbc.com/future/article/20220531-why-chinas-population-is-shrinking

https://data.worldbank.org/indicator/sp.dyn.tfrt.in?locations=cn

https://www.wsj.com/articles/xi-jinping-aims-to-rein-in-chinese-capitalism-hew-to-maos-socialist-vision-11632150725

https://www.thinkadvisor.com/2022/07/20/how-blackrock-lost-1-7t-of-clients-money/

https://www.nytimes.com/2022/07/21/business/amazon-one-medical-deal.html

https://www.bloomberg.com/news/articles/2022-07-21/ex-coinbase-manager-arrested-in-us-crypto-insider-trading-case

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All-In with Chamath, Jason, Sacks & Friedberg

E88: First principle politics, China chaos & outlook, state of private/public markets & more

Active vs passive investing

The role of government

China's Biggest Problem Is Population

Is China Facing Demographic Collapse?

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

AI-poweredpodcast player

Discoverhighlights

Get the Snipd
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highlights

Save any
moment

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