All-In PodcastE61: 2022 Predictions! Business, politics, science, tech, crypto, & more
Jason Calacanis on all-In Besties Predict 2022 Power Shifts, Crashes, And Comebacks.
In this episode of All-In Podcast, featuring Jason Calacanis and David Sacks, E61: 2022 Predictions! Business, politics, science, tech, crypto, & more explores all-In Besties Predict 2022 Power Shifts, Crashes, And Comebacks The hosts of the All-In Podcast use a mix of banter and analysis to lay out their 2022 predictions across politics, business, crypto, media, and geopolitics.
At a glance
WHAT IT’S REALLY ABOUT
All-In Besties Predict 2022 Power Shifts, Crashes, And Comebacks
- The hosts of the All-In Podcast use a mix of banter and analysis to lay out their 2022 predictions across politics, business, crypto, media, and geopolitics.
- They forecast major political realignments (DeSantis’ rise, progressive left backlash, Xi and Putin’s positioning, U.S. influence at risk) and expect a red wave in the U.S. midterms with Biden, Trump, and Pelosi as key losers.
- On the business and market side, they highlight small businesses, Stripe, regional ‘rise of the rest,’ and early-stage startups as winners, while calling for a massive shakeout in crypto, pressure on Visa/Mastercard, and asset repricing as Fed liquidity ends.
- They also predict a narrative flip on COVID in mainstream media, intensified culture wars (schools, teachers’ unions, crime), and big breakthroughs in longevity biotech and climate-related energy/nuclear investments, while teasing their own expansion into ‘All-In Media.’
IDEAS WORTH REMEMBERING
7 ideasExpect a U.S. political realignment with DeSantis rising and the progressive left retrenching.
The hosts see Ron DeSantis cruising to re-election in Florida and becoming the GOP frontrunner, while predicting a red wave in the midterms, a damaged Biden, Trump fading, Pelosi retiring, and a broader backlash against progressive policies in cities and Congress.
Geopolitical power may tilt toward authoritarian states even as U.S. soft power is questioned.
Predictions include Putin gaining leverage via energy and China ties, Xi Jinping consolidating ‘ruler for life’ status and exploiting supply-chain dependence, and U.S. global influence potentially weakening amid internal polarization and inflationary pressures.
Small businesses, non-coastal regions, and younger generations could be the big economic winners.
They anticipate policy and antitrust pressure capping mega-cap growth while enabling ‘David vs. Goliath’ SMBs, ‘rise of the rest’ states like Texas and Florida accelerating due to taxes and reshoring, and millennials/Gen Z leveraging crypto, startups, and mobility to build independent wealth.
Crypto faces a brutal shakeout, even as Web3 payments threaten legacy rails.
Several hosts agree that 80–90% of current crypto projects will implode as rates rise and leverage unwinds, yet Chamath argues that well-designed Web3 payment protocols and P2P systems (especially in emerging markets) will erode the Visa/Mastercard duopoly over the next decade.
The Fed’s end to quantitative easing could reprice ‘everything bubble’ assets.
Sacks warns that while rate hikes may be partly priced in, markets haven’t fully internalized the impact of reduced liquidity on inflated assets like collectibles, art, crypto, and growth stocks, making them vulnerable once the “drug” of QE is removed.
School closures and COVID policies created a deep, under-addressed crisis for children.
They argue that learning loss, mental health issues, addiction to screens/games, and social regression—especially among poorer and minority kids—are the most under-reported costs of the pandemic, and commit to championing school choice and accountability for teachers’ unions and school boards.
Biotech and climate tech could see 2022 ‘gold rushes’ in longevity and nuclear/energy.
Friedberg highlights massive capital flows into Yamanaka-factor-based cell reprogramming (Altos Labs, Calico, NewLimit) as a potential ‘fountain of youth’ frontier, while also pointing to China’s aggressive nuclear buildout and energy/defense stocks as winners in a world of rising conflict and climate urgency.
WORDS WORTH SAVING
5 quotesDeSantis... treated the population like adults. He kept businesses open, schools open, and I think the rest of the country is gonna come around to his point of view.
— David Sacks
My biggest business loser for 2022 is Visa and Mastercard... I think this is their peak market cap.
— Chamath Palihapitiya
We have literally put tens of millions of children at risk because of our behavior.
— Chamath Palihapitiya
I think populism is anti-elitism, and... until we have massive taxation and redistribute wealth in a meaningful way, that voice is gonna get any quieter.
— David Friedberg
The media is gonna pull a total 180 on COVID... After pumping out COVID fear porn for two years, they're gonna change their tune next year.
— David Sacks
QUESTIONS ANSWERED IN THIS EPISODE
5 questionsHow accurate were their 2022 predictions in hindsight, particularly around DeSantis, Pelosi, crypto, and Visa/Mastercard?
The hosts of the All-In Podcast use a mix of banter and analysis to lay out their 2022 predictions across politics, business, crypto, media, and geopolitics.
Is the claim that most crypto projects will implode while a few dominate analogous to the dot-com era, or is the underlying technology shift fundamentally different?
They forecast major political realignments (DeSantis’ rise, progressive left backlash, Xi and Putin’s positioning, U.S. influence at risk) and expect a red wave in the U.S. midterms with Biden, Trump, and Pelosi as key losers.
What practical mechanisms could realistically rein in teachers’ unions and accelerate school choice without worsening inequality?
On the business and market side, they highlight small businesses, Stripe, regional ‘rise of the rest,’ and early-stage startups as winners, while calling for a massive shakeout in crypto, pressure on Visa/Mastercard, and asset repricing as Fed liquidity ends.
How should societies balance the ethical arguments against industrial animal agriculture with cultural norms and the current cost/taste advantages of meat?
They also predict a narrative flip on COVID in mainstream media, intensified culture wars (schools, teachers’ unions, crime), and big breakthroughs in longevity biotech and climate-related energy/nuclear investments, while teasing their own expansion into ‘All-In Media.’
If mainstream media narratives on COVID and politics are as malleable as suggested, where should citizens look for trustworthy information and accountability?
EVERY SPOKEN WORD
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