(0:00) Bestie intros: Jason is again from COVID!
(3:55) Yen carry commerce unravels, Japan’s distinctive financial points
(27:22) Recession odds rising, is the US already in a “lowkey recession”?
(45:46) Why Buffett is promoting Apple and massively rising Berkshire’s money place
(55:54) Main antitrust ruling in opposition to Google, predicting outcomes
(1:22:41) Kamala picks Minnesota Governor Tim Walz as her operating mate
Comply with the besties:
Tweets by chamath
Tweets by Jason
Tweets by DavidSacks
Tweets by friedberg
Comply with on X:
Tweets by theallinpod
Comply with on Instagram:
https://www.instagram.com/theallinpod
Comply with on TikTok:
@theallinpod
Comply with on LinkedIn:
https://www.linkedin.com/firm/allinpod
Intro Music Credit score:
https://rb.gy/tppkzl
Tweets by Yung_Spielburg
Intro Video Credit score:
Tweets by TheZachEffect
Referenced within the present:
https://www.wsj.com/well being/wellness/covid-guidelines-2024-cdc-symptoms-contagious-cdefb6b8
https://tradingeconomics.com/japan/interest-rate
https://www.statista.com/statistics/604424/median-age-of-the-population-in-japan
https://www.reuters.com/markets/asia/japans-nov-core-consumer-inflation-hits-fresh-40-year-high-2022-12-22
https://x.com/GoldmanSachs/standing/1793998451291615316
https://www.wsj.com/financial system/central-banking/boj-wont-raise-rates-when-markets-are-unstable-deputy-gov-says-6f4bf962
https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html
https://www.wsj.com/finance/the-u-s-government-will-soon-spend-more-on-interest-payments-than-defense-ee6fbeec
https://www.nytimes.com/2024/07/10/enterprise/archegos-bill-hwang-guilty.html
https://www.bloomberg.com/information/articles/2024-08-08/jpmorgan-says-three-quarters-of-global-carry-trades-now-unwound
https://www.cnbc.com/2024/08/02/job-growth-totals-114000-in-july-much-less-than-expected-as-unemployment-rate-rises-to-4point3percent.html
https://fred.stlouisfed.org/collection/UNRATE
https://polymarket.com/occasion/how-many-fed-rate-cuts-this-year
https://www.google.com/finance/quote/.DJI:INDEXDJX
https://www.google.com/finance/quote/SPY:NYSEARCA
https://www.google.com/finance/quote/.IXIC:INDEXNASDAQ
https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-08-07-2024/card/airbnb-stock-slides-after-rental-company-warns-of-slowing-u-s-demand-inf2c6emjcl5KI7KmkfR
https://www.google.com/finance/quote/ABNB:NASDAQ
https://x.com/RealEJAntoni/standing/1799085407394845087
https://www.forbes.com/websites/gurufocus/2024/02/15/warren-buffett-bolsters-chevron-stake-revealing-key-q4-moves
https://www.google.com/finance/quote/AAPL:NASDAQ
https://www.ft.com/content material/2aa3b542-d4e4-4afb-8d81-89bb734d7b17
https://www.documentcloud.org/paperwork/25032786-googleruling
https://x.com/Jason/standing/1820823406503157764
https://x.com/chamath/standing/1817893425137508474
https://www.vox.com/2018/10/31/18039528/tech-employees-politics-liberal-employers-candidates
https://www.natesilver.web/p/tim-walz-is-a-minnesota-nice-choice
https://x.com/NickFondacaro/standing/1820840411335737852
https://x.com/KamalaHQ/standing/1820918063966962143
https://amp.cnn.com/cnn/2024/08/06/politics/tim-walz-inside-harris-vp-pick
https://x.com/PokerGO/standing/1818836856890704291
#allin #tech #information
supply
