Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.2 • 7.1K Ratings
🗓️ 2 August 2024
⏱️ 79 minutes
🧾️ Download transcript
Summary
(0:00) Bestie intros!
(0:38) Election update: Dems energize around Kamala, policy questions remain
(19:33) Trump's NABJ interview: smart or risky?
(33:07) Markets expect rate cut in September, but are we already in a recession?
(40:58) AI buildout causing short-term volatility
(45:46) Assassination of Hamas leader Ismail Haniyeh: are we inching closer to war in the Middle East?
(1:06:17) Bill Ackman withdraws Pershing Square USA IPO
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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.natesilver.net/p/nate-silver-2024-president-election-polls-model
https://x.com/jeffstorobinsky/status/1818722254542590012
https://apnews.com/business/inflation-general-news-31d83873be23c658d66526745482d572
https://x.com/grdecter/status/1819362069797654784
https://www.wsj.com/economy/consumers/inflation-interest-rates-wealth-loans-51d4276e
https://www.foxbusiness.com/economy/initial-us-employment-reports-overstated-jobs
https://www.foxbusiness.com/personal-finance/q1-gdp-slows-inflation-dips
https://www.ft.com/content/bad6ca0b-82fb-4ddb-b6b8-bd09dacd47ae
https://www.google.com/finance/quote/NVDA:NASDAQ
https://www.google.com/finance/quote/META:NASDAQ
https://www.nytimes.com/2024/08/01/world/middleeast/how-hamas-leader-haniyeh-killed-iran-bomb.html
Transcript
Click on a timestamp to play from that location
| 0:00.0 | How many buttons down are you? Oh my God, I have three buttons. Okay, three buttons. |
| 0:06.7 | Three buns. No, look, look, look, |
| 0:09.4 | Is there a button below that we can't see? |
| 0:13.0 | No pants. |
| 0:14.0 | No pants. |
| 0:15.0 | Are you free buttoning and free balling it? |
| 0:20.0 | Is both happening or what? Let your winners slide. |
| 0:25.0 | Rain Man David Sacks. |
| 0:27.0 | And it said, we open source it to the fans |
| 0:32.0 | and they've just gone crazy. |
| 0:34.0 | Love you West TV. |
| 0:35.0 | Hey everybody, welcome back to the online pod. |
| 0:41.0 | This week, our hostess with the mostest. |
| 0:44.0 | J-Cal is out with COVID, getting treated, spending the day in bed. |
| 0:50.0 | We wish him well. We wish him a speedy recovery. We are going to plow forward like all |
| 0:56.0 | championship teams do. This week I think we're going to kick it off with a conversation |
| 1:00.9 | about the election update. |
| 1:03.2 | Obviously, Harris came out, guns ablazing in the media. |
| 1:07.8 | The accolade seemed to be flying, |
| 1:10.3 | and the polling data is starting to become worrisome, it seems, for the Republicans. |
| 1:16.4 | Just this week, Nate Silver released his newest model update. |
| 1:20.6 | The silver bulletin, I think he's got it trademarked as nowadays. |
... |
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