All-In PodcastE61: 2022 Predictions! Business, politics, science, tech, crypto, & more
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
5 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.
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
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