All-In with Chamath, Jason, Sacks & Friedberg

E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more

Jul 14, 2022

01:24:58

Creator website

Highlights

AI Chapters

Episode notes

What's Going on?

01:01

Is there an Opportunity to Do Growth Deals?

01:47

Why did the srilanken government feel compelled to adopt these policies?

01:34

I'm worried that we're in a Sustained Inflationary Environment

01:09

Introduction

2min

Emerging Markets - What Are They Doing?

4min

Emerging Market Debt

2min

What Did Singapore Do?

6min

Why the Srilanken Government Is Implementing These Policies?

6min

The President Is a Figurehead, Right?

1min

Is It the Right That Screws Things Up?

5min

Rilanka Is Not Rich Enough to Impose These Crazy Mandates

2min

What Did the Score Give You?

6min

10.

The Inflationary Crisis in South America

3min

11.

The Inflation Print Day

4min

12.

The Markets Are Turning Over

4min

13.

What Does Koto Do? Is It All Not Me?

2min

14.

The Fed Can Stop Inflation

2min

15.

What Is the Right Price Earnings Ratio?

4min

16.

Hedge Funds Are Mostly Waiting There

3min

17.

What Should I Do With Twelfths of Dollars?

3min

18.

Are You Still Investing?

5min

19.

How to Price a Business Into a Fair Value?

2min

20.

The James Webb Telescope Is a Space Telescope

3min

21.

Why Is It So Important to Capture Spectrographs in Space?

2min

22.

Astro Photography, Doctor Ho and the Foundation Sire

2min

23.

The Most Effective Leader of a Mission, Gregg Robinson

2min

24.

The Next Hubble to Web Telescope?

5min

25.

Don't Cai, Now You're Trying to Team Me Up Here?

2min

26.

What's the Up Date on Ukraine?

4min

0:00 Bestie intros!

1:41 Emerging markets, Sri Lanka break down

36:01 9.1% CPI print

48:15 Current market sentiments from retail and institutional investors

1:05:00 NASA's Webb telescope images

1:15:57 Beagle rescue, Biden admin's lack of private sector experience, Russia's new energy play

BEAGLE RESCUE INFO:

https://www.cnn.com/2022/07/12/us/beagles-virginia-facility-rescue/index.html

https://www.nytimes.com/2022/07/12/us/envigo-beagles-breeder-adoption.html

https://www.humanesociety.org/beaglerescue

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://data.worldbank.org/indicator/NY.GDP.MKTP.KD.ZG?end=2021&locations=VN-US-CN&start=1984&view=chart

https://www.wsj.com/articles/rising-inflation-and-interest-rates-heap-pressure-on-emerging-markets-11655544600

https://www.cnn.com/asia/live-news/sri-lanka-protests-07-13-22-intl/index.html

https://www.reuters.com/markets/europe/emerging-markets-drive-global-debt-record-303-trillion-iif-2022-02-23/

https://worldpopulationreview.com/countries/countries-by-gdp

https://www.reuters.com/markets/commodities/fertiliser-ban-decimates-sri-lankan-crops-government-popularity-ebbs-2022-03-03

https://www.weforum.org/agenda/2016/02/what-next-for-sri-lanka/

https://www.nytimes.com/2021/12/07/world/asia/sri-lanka-organic-farming-fertilizer.html

https://www.bloomberg.com/news/articles/2022-07-05/sri-lanka-aims-to-stop-money-printing-as-inflation-nears-60

https://twitter.com/chamath/status/561467714485514240

https://datareportal.com/reports/digital-2022-sri-lanka

https://michaelshellenberger.substack.com/p/green-dogma-behind-fall-of-sri-lanka

https://www.scmp.com/news/china/diplomacy/article/3134224/why-china-building-gleaming-new-government-facilities-africa

https://www.scmp.com/news/china/diplomacy/article/2186970/how-presidential-palace-burundi-fits-chinas-plans-africa

https://www.forbes.com/sites/rufaskamau/2022/07/11/inflation-protests-span-sri-lanka-albania-argentina-panama-kenya-ghanahow-long-before-they-hit-the-united-states/

https://tradingeconomics.com/united-states/inflation-cpi

https://www.redfin.com/news/data-center/

https://fredblog.stlouisfed.org/2014/04/the-taylor-rule/

https://fred.stlouisfed.org/series/DGS10

https://www.nbcnews.com/data-graphics/compare-photos-nasas-james-webb-space-telescope-hubble-space-telescope-rcna37875

https://www.wsj.com/articles/nasa-james-webb-space-telescope-greg-robinson-images-11657137487

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

https://www.wsj.com/articles/no-business-experience-needed-joe-biden-white-house-officials-committee-to-unleash-prosperity-report-11657661328

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

E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more

What's Going on?

Is there an Opportunity to Do Growth Deals?

Why did the srilanken government feel compelled to adopt these policies?

I'm worried that we're in a Sustained Inflationary Environment

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