All-In with Chamath, Jason, Sacks & Friedberg

E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps

Jul 8, 2022

01:23:33

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Highlights

AI Chapters

Episode notes

Recognizing Insights from Market Behaviors

01:16

The Tractor As a Weapon

01:46

Are You Using a Pecapita Number?

02:17

What Kind of Job Loss Do We Expect?

03:47

Introduction

2min

A Job Openings for Every One Person in the United States

4min

The Pandemic and the Stimulus That Followed

6min

San Francisco Real Estate: The Only Reason It's Stable Is Because Tenants Sign Long Term Leases

4min

What Are the Cascading Facts?

3min

Is There a Down Tick in Demand?

3min

Are You Using a Pecapita Number?

2min

Are We Still in the First Phase of the Supply Side Issues?

3min

What Kind of Job Loss Do We Expect?

4min

10.

I Think We're in the Early Phases of a Two Phase Recession

3min

11.

The Three Rocks in a Pond, and How Do They Interact?

3min

12.

Facebook Is Not the Best Company in the World, Right?

4min

13.

We're Always Surprising Ourself

3min

14.

Is the Carbon Economy a Wake Up Call?

3min

15.

Farming Situation

3min

16.

Ammonia - The Primary Fertilizer

2min

17.

Ammonia Production in the Netherlands

3min

18.

Climate Change

4min

19.

Is There a Technology Transition Possible?

3min

20.

The Right Economic Incentives for Climate Change

3min

21.

What Are You Worried About?

4min

22.

The Association Isn't What's Best for You, You Know?

3min

23.

The President Is Not Going to Run for the White House, Is He?

2min

24.

Ouch Inflation Is Far Too Important a Problem for the White House to Keep Making Statements Like This

4min

25.

Is It True That Pilhelm Introduced You to the Deal?

5min

0:00 Bestie open: Sacks' shopping spree

2:15 Macro outlook: jobs, consumer sentiment, housing, inflation, finding a bottom

39:21 Turkish government finds ~694 million mt of rare earth reserves & EU reclassifies nuclear & natural gas as "green"

48:58 Dutch farmers protests: root causes, how to move forward with smarter legislation

1:09:39 Biden's decline, Bezos responds to Biden's tweet on bringing gas prices down

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

https://www.cnbc.com/2022/07/06/jolts-job-openings-may-2022-.html

https://www.bls.gov/charts/job-openings-and-labor-turnover/hire-seps-rates.htm

https://www.marketwatch.com/story/u-s-job-openings-dip-to-11-3-million-but-labor-market-still-historically-strong-11657122659

https://www.bloomberg.com/news/articles/2022-07-06/fed-sees-more-restrictive-rates-possible-if-inflation-persists

https://www.census.gov/library/stories/2021/12/net-international-migration-at-lowest-levels-in-decades.html

https://www.investing.com/economic-calendar/cb-consumer-confidence-48

https://finance.yahoo.com/news/consumer-confidence-conference-board-june-2022-143536146.html

https://www.mortgagenewsdaily.com/data/existing-home-sales#chart-existing-home-sales-vs-30yr-rate

https://www.marketwatch.com/story/consumer-sentiment-drops-to-record-low-as-inflation-worries-grip-u-s-11656079725

https://www.forbes.com/sites/darreonnadavis/2022/07/05/88-of-americans-say-us-is-on-wrong-track/

https://thehill.com/policy/finance/3525909-56-percent-in-new-poll-believe-us-is-in-recession/

https://twitter.com/BillAckman/status/1544057786065092609

https://news.metal.com/newscontent/101881567/Turkey-Discovers-694-million-mt-of-Rare-Earth-Element-Reserves-with-Infrastructure-Construction-Starting-This-Year/

https://www.reuters.com/business/sustainable-business/eu-parliament-vote-green-gas-nuclear-rules-2022-07-06/

https://twitter.com/GretaThunberg/status/1544380486654590983

https://mobile.twitter.com/Noahpinion/status/1544573867804348416

https://www.reuters.com/business/sustainable-business/eu-parliament-vote-green-gas-nuclear-rules-2022-07-06/

https://www.bloomberg.com/news/articles/2022-07-01/jpmorgan-sees-stratospheric-380-oil-on-worst-case-russian-cut

https://abcnews.go.com/Business/wireStory/explainer-dutch-farmers-protesting-emissions-85848026

https://www.amazon.com/The-Alchemy-of-Air-Thomas-Hager-audiobook/dp/B0046Y0BP0/ref=sr_1_1

https://www.monmouth.edu/polling-institute/reports/monmouthpoll_us_070522/

https://www.bloomberg.com/news/articles/2022-06-22/eurizon-fund-holds-unloved-assets-to-beat-peers-in-esg-market

https://www.washingtonpost.com/world/2022/07/07/uk-boris-johnson-resignation/

https://twitter.com/POTUS/status/1543263229006254080

https://twitter.com/JeffBezos/status/1543409762867494912

https://twitter.com/JeffBezos/status/1525309091970699265

https://twitter.com/chamath/status/1544370315379109888

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All-In with Chamath, Jason, Sacks & Friedberg

E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps

Recognizing Insights from Market Behaviors

The Tractor As a Weapon

Are You Using a Pecapita Number?

What Kind of Job Loss Do We Expect?

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

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Discoverhighlights

Get the Snipd
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highlights

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moment

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