E160: 2024 Predictions! Markets, tech, politics, and more
Episode Date: January 6, 2024(0:00) Bestie intros! Pasty Preppers (4:17) 2024's Biggest Political Winner (13:37) 2024's Biggest Political Loser (19:41) 2024's Biggest Business Win...
Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
212 episodes transcribed(0:00) Bestie intros! Pasty Preppers (4:17) 2024's Biggest Political Winner (13:37) 2024's Biggest Political Loser (19:41) 2024's Biggest Business Win...
(0:00) Welcome to the fourth annual Bestie Awards! (4:14) Biggest Political Winner (10:26) Biggest Political Loser (15:14) Biggest Political Surprise...
(0:00) Bestie intros: Jason comes in hot, All-In's new Chairman Dictator, Holiday party recap, and more (7:54) Understanding the trade disruption in t...
(0:00) Bestie intros: Mullets! (2:56) Recapping Friedberg's holiday party (9:29) Jury rules in favor of Epic Games over Google: How to handle the app...
(0:00) Bestie intro! (3:12) Ivy League antisemitism hearings (21:55) State of the economy for consumers (34:55) Signs of life in SaaS, VC shutdowns, a...
(0:00) Bestie intros! Tucker Carlson joins the show (0:59) Tucker's departure from Fox News (10:49) The state of American society and the importance o...
(0:00) Bestie intros! (1:25) Democratic Presidential Candidate Dean Phillips shares his business background (13:11) Dean's time in Congress: witnessin...
(0:00) Bestie Intros: Sacks keeps receipts! (1:14) Jared Kushner joins the show: background, Trump's campaign validation (13:12) State of Israel vs Ha...
(0:00) Bestie intros, All-In CEO talk, and Chamath's research product (10:49) Ukraine has its “Cronkite Moment” (16:56) Market outlook: are we in for...
(0:00) Bestie intros! (1:16) WW3 risk, is WSJ trying to escalate US vs Iran? (22:02) Nuclear risks (33:28) Best case scenarios for de-escalation (40:3...
(0:00) Bestie intros (0:49) State of Israel/Gaza: Information wars, delayed ground war, domestic political pressures (23:20) Understanding Israel's po...
(0:00) Opening statements on the Hamas terror attacks in Israel (3:49) Contextualizing the attacks and the fallout so far (19:52) Trump administration...
(0:00) Bestie intros: Jason's operation! (1:57) Airtable correction (5:03) McCarthy ousted as Speaker of the House, what the eight defecting Republica...
(0:00) Bestie intros with Coleman Hughes (1:12) Coleman's experience with TED, Understanding TED's ideological shift (15:11) Focusing on class instead...
(0:00) Bestie intros! (3:05) GOP Primary update: polling, acceptable candidates, tentpole issues (11:56) All-In Summit 2023 recap (24:12) IPOs and M&A...
(0:00) Besties welcome former NJ Governor and Republican Presidential Candidate Chris Christie! (2:14) US debt crisis, cutting entitlements (14:03) Le...
(0:00) Chamath's big poker trip (4:32) Addressing the "in the arena" comments (7:16) Biden administration targets Elon's businesses (21:58) Tiger Glob...
(0:00) Bestie intros: Friedberg's interview with NASA Astronaut Woody Hoburg, live from the ISS! (2:58) All-In Tequila update (10:04) Nvidia smashes e...
(0:00) Sacks' big night (2:56) Sacks on spirits (14:27) "Rich Men North of Richmond" goes viral and debuts at #1 on Apple Music, upward mobility issue...
(0:00) Bestie intros: Friedberg's bad haircut (1:17) Welcome BG^2! Biography recommendations and film talk (22:27) VC market update: State of Series A...