All-In with Chamath, Jason, Sacks & Friedberg

E28: Current state of public & private markets, Archegos debacle, US debt issues, wealth tax & more

Apr 1, 2021

01:20:58

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Episode notes

Is the Wealth Tax a Thing?

01:26

Is That Really What's Happened in China?

03:32

Do Price Levels Affect My Returns as a v C?

01:47

Introduction

2min

Ind Spacks - I'm a Better for It.

3min

The Market Is Going to Hold People Acannibal

2min

Managing Year to Date Risk in a Hedge Fund

2min

Sex, Notisye, It's a Very Frothy Time

3min

Do Price Levels Affect My Returns as a v C?

2min

The Price Levels Can Bounce in Your Favor

2min

Market Place, or Would You Do It Now?

3min

I Want to Talk About Me, Saks?

4min

10.

What Is an Equity Swap?

3min

11.

What's Going On?

3min

12.

How Much Leverage Do You Really Need?

2min

13.

Stress Tests Against the Banks

2min

14.

Levered Up? What Happened With Lt C M's Casete?

2min

15.

I'm Not Going to Do Thing, but I Think It's Necessary

2min

16.

Can I Just Count Up the Bill for Just This Year?

3min

17.

The Debt Service Is Now Worse Than Spain and Portugal

2min

18.

Are We Breaking the Glass in Case or Emergency?

2min

19.

We're Not in a Recession, Right?

4min

20.

The Future of American Manufacturing Is Here, Right?

2min

21.

What Are These Even Doing in an Intra Structure Bill?

2min

22.

What Is the Federal Tax Rate?

2min

23.

Capital Gains Taxes

4min

24.

Is That Really What's Happened in China?

4min

25.

Are We Moving Away From Markets?

4min

26.

The Most Crazy Part of the California Wealth Tax

3min

27.

Is the Wealth Tax a Thing?

1min

28.

I'm a Little Torn on This Topic, and I'll Tell You Why.

3min

29.

Live Poker in New York City

3min

30.

I'm Your Friend and I Love You and Love You

4min

31.

What's the Datto Say?

3min

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

Referenced in the show:

Axios - Changes to capital gains taxes omitted from Biden's infrastructure plan

https://www.axios.com/biden-infrastructure-plan-capital-gains-taxes-318224d2-84f8-4c48-b5db-bbcec5fdd74f.html

Cal Matters - A wealth tax could sabotage California’s recovery

https://calmatters.org/commentary/my-turn/2021/03/a-wealth-tax-could-sabotage-californias-recovery

Healthline - COVID-19 Vaccines May Help Stop Virus Transmission: Here’s What We Know

https://www.healthline.com/health-news/covid-19-vaccines-may-help-stop-virus-transmission-heres-what-we-know

Show Notes:

0:00 Besties intro, state of the public & private markets

18:54 Chamath receives inspiring note re: last week’s longevity talk

21:17 Archegos debacle, issues with trading on margin

32:26 Biden’s infrastructure bill, US government becoming overleveraged

45:45 Potential tax hikes, inefficient deployment of capital, California wealth tax impact

52:59 Trade off between freedom & equality, how free markets spur innovation, generational changes

1:05:14 Is a wealth tax constitutional? Vaccine update

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All-In with Chamath, Jason, Sacks & Friedberg

E28: Current state of public & private markets, Archegos debacle, US debt issues, wealth tax & more

Is the Wealth Tax a Thing?

Is That Really What's Happened in China?

Do Price Levels Affect My Returns as a v C?

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

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Discoverhighlights

Get the Snipd
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