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All-In PodcastE137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
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Episode Details
EPISODE INFO
- Released
- July 14, 2023
- Duration
- 1h 28m
- Channel
- All-In Podcast
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
(0:00) Addressing the podcast hack (2:55) Macro picture: inflation cools, what happens to rates, market sentiment, soft landing, tech run-up (20:34) Consumer sentiment: demand crash coming? (30:31) BREAKING: Ripple gets big win in SEC case, token rips (36:33) Lina Khan's losing streak, "spray and pray" strategy, overzealous regulators (51:08) EV supply/demand mismatch (1:04:58) Fraught NATO summit, ammo crisis, Sweden joins NATO (1:18:52) Science Corner: New paper on reversing cellular aging Follow the besties: 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 Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.wsj.com/articles/consumer-price-index-report-june-inflation-ede7f4b1 https://fortune.com/2023/06/05/larry-summers-floats-idea-half-point-interest-rate-hike-july https://www.wsj.com/articles/as-inflation-goes-down-soft-landing-odds-improve-5166e6af https://fred.stlouisfed.org/series/UNRATE https://www.wsj.com/articles/disney-world-crowds-universal-studios-florida-36b0a579 https://www.statista.com/statistics/290673/auto-loan-rates-usa https://www.axios.com/2023/07/10/used-cars-prices-us-economy https://www.macrotrends.net/stocks/charts/DIS/disney/revenue https://www.reuters.com/legal/us-judge-says-sec-lawsuit-vs-ripple-labs-can-proceed-trial-some-claims-2023-07-13 https://www.wsj.com/articles/microsoft-activision-blizzard-deal-ftc-hearing-d42675f1 https://www.ftc.gov/advice-guidance/competition-guidance/guide-antitrust-laws/single-firm-conduct/predatory-or-below-cost-pricing https://www.washingtonpost.com/technology/2023/07/13/ftc-openai-chatgpt-sam-altman-lina-khan https://twitter.com/DavidSacks/status/1678526061154295808 https://www.axios.com/2023/07/10/unsold-electric-cars-are-piling-up-on-dealer-lots https://mdevelopers.com/blog/technology-adoption-curve-everything-that-you-need-to-know https://www.investing.com/analysis/brics-countries-planning-new-goldbacked-currency-200639843 https://timesofindia.indiatimes.com/blogs/economic-policy/how-brics-countries-have-overtaken-the-g7-in-gdp-based-on-ppps https://moderndiplomacy.eu/2023/05/24/more-than-30-countries-want-to-join-the-brics https://www.google.com/finance/quote/BTC-USD https://twitter.com/chamath/status/1679141703603703808 https://twitter.com/tobi/status/1679114154756669441 https://www.wsj.com/articles/sweden-races-to-secure-turkish-support-for-nato-bid-2452c14f https://twitter.com/DavidSacks/status/1679229577732792320 https://www.theguardian.com/world/2023/jun/14/ukraine-will-not-be-offered-timeline-for-nato-membership-at-summit-in-july https://www.washingtonpost.com/politics/2023/07/11/zelensky-nato-ukraine-membership-timeline https://www.nytimes.com/2023/07/12/world/europe/uk-ukraine-ben-wallace.html https://www.wsj.com/articles/american-munitions-shortage-ukraine-joe-biden-pentagon-defense-military-congress-4e6d6576 https://twitter.com/DavidSacks/status/1678463164864667658 https://www.dailymail.co.uk/news/article-12276665/President-claims-Zelensky-NEEDS-cluster-munitions-running-ammunition.html https://edition.cnn.com/2023/07/07/politics/joe-biden-cluster-munitions-ukraine/index.html https://www.reuters.com/world/europe/russia-says-it-may-use-similar-weapons-if-us-supplies-cluster-bombs-ukraine-2023-07-11 https://www.cbsnews.com/news/nato-countries-maps-list-membership-requirements https://www.theguardian.com/world/2022/jun/29/russia-condemns-nato-invitation-finland-sweden https://www.aging-us.com/article/204896/pdf #allin #tech #news
SPEAKERS
Chamath Palihapitiya
hostJason Calacanis
hostDavid Friedberg
hostDavid Sacks
hostNarrator
otherNarrator
otherNarrator
otherGuest
guestGuest
guest
EPISODE SUMMARY
In this episode of All-In Podcast, featuring Chamath Palihapitiya and Jason Calacanis, E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth explores Inflation cools, markets surge, regulators stumble, and aging rewired The hosts debate whether cooling inflation and resilient consumer spending signal a soft landing or mask deeper structural pressures that will keep interest rates higher for longer, while also parsing implications for equities, SaaS, and EV demand.
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