All-In with Chamath, Jason, Sacks & Friedberg

E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more

Dec 11, 2021

01:21:03

Creator website

Highlights

AI Chapters

Episode notes

The Organizational Principle of the People in the Government

05:41

Is the Buildback Better Bill Going to Fight Inflation?

03:39

Keeping Interest Rates Low Is a First Derivative Balancing

03:19

Introduction

3min

The Tomot Sweater

2min

Inflation Numbers, This Is Important, Fols

2min

Conspicuous Consumption

3min

Is the Buildback Better Bill Going to Fight Inflation?

4min

The Great Resignation

4min

Is There a Pandemic of Inflation?

3min

Keeping Interest Rates Low Is a First Derivative Balancing

3min

The Price to Sells Ratio of A

3min

10.

Is This Just Bad Capital Allocation?

6min

11.

Work Less, Work More

3min

12.

The Organizational Principle of the People in the Government

6min

13.

You'll Never Hear a Democratic President

4min

14.

Is the Low Cost Model of Consumption Coming to an End?

3min

15.

Are We Going to Have a Services Economy?

2min

16.

I'm Seeing the End of a Was It Epidemic

2min

17.

The Market Has Changed, and We Have to Move With It

2min

18.

The Loss of Jobs Is the Cost of Capital

5min

19.

Are You Cap Locks on Too Damn Slow?

3min

20.

Two Thousand Eight, Two Thousand Nine Fund Raising Story

4min

21.

The Incentives and Motivations of the Big Investors

2min

22.

I Don't Want to Miss Frieberg's Bony Body

2min

23.

I'll Skip Friedberg for That.

2min

24.

I'm Going to a Poker Game on Monday.

2min

25.

Then, if I Had a Race Attack, They Can't Fire Me.

2min

26.

Is This a Bad Actor?

2min

27.

We Have a Justice System, Right?

3min

28.

Ie, Are These No Knock War Warrants Even Wrong?

2min

0:00 Bestie Intro: Chamath's happy hour and sweater feud

7:11 Breaking down the new 6.8% CPI number, reflecting on old inflation takes, jobs report, understanding why CPI is misleading

23:05 How growth stocks got overblown, current valuation outlook, government as capital allocators

40:12 Deficit trouble: will another president ever try and balance the budget? Areas of positivity in the economy

50:29 Better.com's botched layoffs, impact of overcapitalization, macro outlook for founders

1:11:16 Lessons from the Jussie Smollett saga

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.cnbc.com/2021/12/10/consumer-price-index-november-2021.html

https://www.bls.gov/opub/ted/2021/consumer-prices-increase-6-2-percent-for-the-year-ended-october-2021.htm

https://www.marketwatch.com/story/what-powell-must-do-next-after-admitting-that-he-was-wrong-about-transitory-inflation-11638460995

https://www.cnn.com/2021/01/27/economy/inflation-federal-reserve-janet-yellen/index.html

https://www.nytimes.com/2021/03/22/opinion/us-inflation-stimulus.html

https://www.nytimes.com/2021/03/10/business/economy/inflation-markets-federal-reserve.html

https://www.axios.com/inflation-consumers-survey-1932e8d0-b01b-4c39-8fb4-4fdb9a96958d.html

http://cdn.cnn.com/cnn/2021/images/12/10/cbo.report.on.build.back.better.pdf

https://www.politico.com/newsletters/playbook-pm/2021/11/10/does-the-wh-owe-larry-summers-an-apology-495052

https://www.cnbc.com/2021/12/03/jobs-report-november-2021.html

https://twitter.com/BillAckman/status/1469438745791410183

https://www.cnbc.com/2021/06/10/stanley-druckenmiller-fed-lulling-investors-into-false-sense-of-security.html

https://www.businessinsider.com/congress-progressives-back-bill-4-day-workweek-remote-work-2021-12

https://youtu.be/-_wvTa8aiu8

https://www.thebalance.com/deficit-by-president-what-budget-deficits-hide-3306151

https://twitter.com/Jason/status/1469370800771715073

https://www.forbes.com/sites/davidjeans/2020/11/20/mortgages-fraud-claims-and-dumb-dolphins-a-tangled-past-haunts-bettercom-ceo-vishal-garg/?sh=6ed46a0110f4

https://youtu.be/pXLx5OY21Bk

https://youtu.be/wZXoErL2124

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

All-In with Chamath, Jason, Sacks & Friedberg

E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more

The Organizational Principle of the People in the Government

Is the Buildback Better Bill Going to Fight Inflation?

Keeping Interest Rates Low Is a First Derivative Balancing

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

Discover
highlights

Save any
moment

Share
& Export

AI-powered
podcast player

Discover
highlights