4.2 • 7.1K Ratings
🗓️ 14 July 2023
⏱️ 88 minutes
🧾️ Download transcript
(0:00) Addressing the podcast hack
(2:55) Macro picture: inflation cools, what happens to rates, market sentiment, soft landing, tech run-up
(20:34) Consumer sentiment: demand crash coming?
(30:31) BREAKING: Ripple gets big win in SEC case, token rips
(36:33) Lina Khan's losing streak, "spray and pray" strategy, overzealous regulators
(51:08) EV supply/demand mismatch
(1:04:58) Fraught NATO summit, ammo crisis, Sweden joins NATO
(1:18:52) Science Corner: New paper on reversing cellular aging
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Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.wsj.com/articles/consumer-price-index-report-june-inflation-ede7f4b1
https://fortune.com/2023/06/05/larry-summers-floats-idea-half-point-interest-rate-hike-july
https://www.wsj.com/articles/as-inflation-goes-down-soft-landing-odds-improve-5166e6af
https://fred.stlouisfed.org/series/UNRATE
https://www.wsj.com/articles/disney-world-crowds-universal-studios-florida-36b0a579
https://www.statista.com/statistics/290673/auto-loan-rates-usa
https://www.axios.com/2023/07/10/used-cars-prices-us-economy
https://www.macrotrends.net/stocks/charts/DIS/disney/revenue
https://www.wsj.com/articles/microsoft-activision-blizzard-deal-ftc-hearing-d42675f1
https://www.washingtonpost.com/technology/2023/07/13/ftc-openai-chatgpt-sam-altman-lina-khan
https://twitter.com/DavidSacks/status/1678526061154295808
https://www.axios.com/2023/07/10/unsold-electric-cars-are-piling-up-on-dealer-lots
https://mdevelopers.com/blog/technology-adoption-curve-everything-that-you-need-to-know
https://www.investing.com/analysis/brics-countries-planning-new-goldbacked-currency-200639843
https://moderndiplomacy.eu/2023/05/24/more-than-30-countries-want-to-join-the-brics
https://www.google.com/finance/quote/BTC-USD
https://twitter.com/chamath/status/1679141703603703808
https://twitter.com/tobi/status/1679114154756669441
https://www.wsj.com/articles/sweden-races-to-secure-turkish-support-for-nato-bid-2452c14f
https://twitter.com/DavidSacks/status/1679229577732792320
https://www.washingtonpost.com/politics/2023/07/11/zelensky-nato-ukraine-membership-timeline
https://www.nytimes.com/2023/07/12/world/europe/uk-ukraine-ben-wallace.html
https://twitter.com/DavidSacks/status/1678463164864667658
https://edition.cnn.com/2023/07/07/politics/joe-biden-cluster-munitions-ukraine/index.html
https://www.cbsnews.com/news/nato-countries-maps-list-membership-requirements
https://www.theguardian.com/world/2022/jun/29/russia-condemns-nato-invitation-finland-sweden
Click on a timestamp to play from that location
0:00.0 | We don't have a cold open. Well since you guys decided to go rogue and |
0:04.5 | Agreed on a vacation week and then decided freeburg decided he would go rogue |
0:08.4 | It gave me a little extra time when I was whitewater rafting hold on a second |
0:12.1 | Freeberg did not decide to go rogue. You went rogue your two peers decided to go rogue |
0:16.6 | I was taking the week off they both sent on the text stream. We wanted you to show this week |
0:20.5 | And I said sure I'll do it. I mean yes, but I'll do it. You're turn you went rogue |
0:25.6 | Yeah, that's what I said there was no vacation like green to |
0:28.5 | You don't even know your schedule. You're too busy writing 30 tweet storms about Hunter Biden |
0:33.2 | Why would all of a sudden there be a skip week in the middle of July |
0:35.7 | It's just because you were off. No, we said |
0:38.9 | One week off the vacation app. No, I also have to give my producers a week off now and again |
0:44.3 | Because they work into the weekend editing the stuff so you're |
0:46.8 | Editors, but you're saying you can just swap them out. I have two editors. Yes. I give everybody the week off |
0:50.8 | The point is that when one of the you have said no, no is off on a given week the show goes on |
0:57.1 | That's what you always say sure what's going on. But then when you |
1:00.9 | Have a need to go on vacation. No, then you know it gets canceled |
1:04.6 | No, what would have happened was what would have happened was I would have put one of my producers on for that |
1:08.9 | We're gonna give the other one off |
1:09.9 | But because we all said we're gonna be off that week |
1:11.8 | I gave everybody off that week because I said let's take advantage of this. That's what actually happened |
1:15.6 | But that's fine |
1:16.6 | Because you didn't have to us we had to have |
... |
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