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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 ↗

Episode Details

EPISODE INFO

Released
November 4, 2020
Duration
2h 59m
Channel
All-In Podcast
Watch on YouTube
▶ Open ↗

EPISODE DESCRIPTION

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

SPEAKERS

  • Jason Calacanis

    host
  • Chamath Palihapitiya

    host
  • Phil Hellmuth

    guest
  • David Friedberg

    host
  • John Couvillon

    guest
  • Jonah Gottlieb (election / betting analyst friend of Sacks; exact identity less certain)

    guest
  • J. C. Polls (John Couvillon / pollster guest referenced in description)

    guest
  • Guest (farmer / lockdown-impact commentator, name not clearly stated)

    guest
  • Host (short interjection, likely one of the four besties)

    host
  • Brad Gerstner

    guest
  • Antonio García Martínez

    guest
  • Bill Gurley

    guest
  • Alex Tabarrok (or similar policy/econ analyst; exact identity uncertain, but guest commentator)

    guest
  • Joe Biden

    guest

EPISODE SUMMARY

In this episode of All-In Podcast, featuring Jason Calacanis and Chamath Palihapitiya, E11: Election Night Special featuring Phil Hellmuth, Bill Gurley, Brad Gerstner & more! explores all-In Besties Live-Analyze 2020 Election Shock, Polling Collapse, Realignment This live All-In Podcast “Election Night Special” tracks the 2020 U.S. presidential race in real time as results, betting odds, and markets swing dramatically from an expected Biden win toward a potential Trump upset and back to a near coin flip. Regular hosts Jason Calacanis, Chamath Palihapitiya, David Sacks, and David Friedberg are joined by guests Phil Hellmuth, Bill Gurley, Brad Gerstner, pollster Jon Cohen, and others to dissect polls, betting markets, and state-by-state vote tallies.

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