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E11: Election Night Special featuring Phil Hellmuth, Bill Gurley, Brad Gerstner & more!

Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Follow the bestie guesties: https://twitter.com/bgurley https://twitter.com/phil_hellmuth https://twitter.com/altcap https://twitter.com/jcpolls Show Notes: 0:00 The besties & Phil Hellmuth on Trump’s early lead, live betting odds, the Latinx reversal 10:09 Sacks intros political expert Michael Newman on vote tally timing discrepancies, why some states skew a certain way early & more 20:33 Assessing the 180 in the gambling markets & equity markets towards a pro-Trump outcome 24:18 SurveyMonkey Chief Research Officer Jon Cohen joins the show to talk about polling updates from 2016 to 2020, understanding the race so far, electoral college & more 41:51 Biden losing Florida, tax policy, cultural repudiation of the elites in 2020 50:43 Chamath on the stupidity of the establishment, socialism, Democratic ideology for 2024 if Biden loses 55:40 Mid-show predictions, Jason goes off on Trump 1:07:58 What will happen in the time until we have a clear winner, Trump as a middle finger 1:17:55 Brad Gerstner joins the show to talk about stock futures, what the Democrats keep getting wrong - coastal elites losing touch with normal people, rebuking lockdowns 1:38:24 Reviewing the race swing state by swing state 1:47:28 Bill Gurley joins the show to talk about divisiveness, urban/rural rapture & more 1:55:53 Pete Buttigieg as the future of the Democratic Party, Chamath calls out the democratic leaders 2:00:43 Reconciling middle America & the coastal elites, respecting each other’s differences, understanding Prop 22 2:11:34 Diagnosing states that flipped from Biden to Trump, anti-business California state propositions failing, union impact on legislation 2:23:01 Senate races, market talk, which Democratic candidate had the best chance of beating Trump, voting for character over policy 2:34:32 Jason & Sacks debate Russian election interference legitimacy 2:41:34 Sacks unveils his Trump Derangement Score tracker, updated outcome scenarios & more 2:51:51 Trump declaring victory could tank markets, live reaction to Joe Biden’s election night address #allin #election #news

Jason CalacanishostChamath PalihapitiyahostPhil HellmuthguestDavid FriedberghostJohn CouvillonguestJonah Gottlieb (election / betting analyst friend of Sacks; exact identity less certain)guestJ. C. Polls (John Couvillon / pollster guest referenced in description)guestGuest (farmer / lockdown-impact commentator, name not clearly stated)guestHost (short interjection, likely one of the four besties)hostBrad GerstnerguestAntonio García MartínezguestBill GurleyguestAlex Tabarrok (or similar policy/econ analyst; exact identity uncertain, but guest commentator)guestJoe Bidenguest
Nov 4, 20202h 59mWatch on YouTube ↗

CHAPTERS

  1. 0:00 – 10:09

    The besties & Phil Hellmuth on Trump’s early lead, live betting odds, the Latinx reversal

  2. 10:09 – 20:33

    Sacks intros political expert Michael Newman on vote tally timing discrepancies, why some states skew a certain way early & more

  3. 20:33 – 24:18

    Assessing the 180 in the gambling markets & equity markets towards a pro-Trump outcome

  4. 24:18 – 41:51

    SurveyMonkey Chief Research Officer Jon Cohen joins the show to talk about polling updates from 2016 to 2020, understanding the race so far, electoral college & more

  5. 41:51 – 50:43

    Biden losing Florida, tax policy, cultural repudiation of the elites in 2020

  6. 50:43 – 55:40

    Chamath on the stupidity of the establishment, socialism, Democratic ideology for 2024 if Biden loses

  7. 55:40 – 1:07:58

    Mid-show predictions, Jason goes off on Trump

  8. 1:07:58 – 1:17:55

    What will happen in the time until we have a clear winner, Trump as a middle finger

  9. 1:17:55 – 1:38:24

    Brad Gerstner joins the show to talk about stock futures, what the Democrats keep getting wrong - coastal elites losing touch with normal people, rebuking lockdowns

  10. 1:38:24 – 1:47:28

    Reviewing the race swing state by swing state

  11. 1:47:28 – 1:55:53

    Bill Gurley joins the show to talk about divisiveness, urban/rural rapture & more

  12. 1:55:53 – 2:00:43

    Pete Buttigieg as the future of the Democratic Party, Chamath calls out the democratic leaders

  13. 2:00:43 – 2:11:34

    Reconciling middle America & the coastal elites, respecting each other’s differences, understanding Prop 22

  14. 2:11:34 – 2:23:01

    Diagnosing states that flipped from Biden to Trump, anti-business California state propositions failing, union impact on legislation

  15. 2:23:01 – 2:34:32

    Senate races, market talk, which Democratic candidate had the best chance of beating Trump, voting for character over policy

  16. 2:34:32 – 2:41:34

    Jason & Sacks debate Russian election interference legitimacy

  17. 2:41:34 – 2:51:51

    Sacks unveils his Trump Derangement Score tracker, updated outcome scenarios & more

  18. 2:51:51 – 2:59:57

    Trump declaring victory could tank markets, live reaction to Joe Biden’s election night address

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