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E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more

0:00 Sacks' DC trip and foreign policy speaking gig 5:50 Yield curve inversion, breaking down the current state of the markets, understanding the labor market through birth rate and immigration 26:16 How the US can fix its current economic issues, reframing high-skilled immigration 48:54 SEC's new proposed rules around SPACs and climate disclosures for public companies: how will both markets be impacted 1:10:29 Meta used a GOP firm to run a smear campaign against TikTok in the US: dirty, necessary, or both? 1:19:03 Food shortage update 1:24:33 Sacks and Jason reflect on Biden's inflammatory comments on Putin 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.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525 https://www.reuters.com/business/finance/part-us-yield-curve-just-inverted-does-that-mean-recession-is-coming-2022-03-28 https://www.federalreserve.gov/econres/notes/feds-notes/dont-fear-the-yield-curve-reprise-20220325.htm https://markets.businessinsider.com/news/stocks/restoration-hardware-stock-price-ceo-warns-big-short-economy-inflation-2022-3 https://www.google.com/finance/quote/PATH:NYSE https://www.theatlantic.com/newsletters/archive/2022/03/american-population-growth-rate-slow/629392 https://fred.stlouisfed.org/series/CIVPART https://www.cnbc.com/2022/03/31/2-year-treasury-yield-tops-10-year-rate-a-yield-curve-inversion-that-could-signal-a-recession.html https://www.wsj.com/articles/joe-bidens-big-new-wealth-tax-white-house-budget-fy-2023-11648504962 https://www.bloomberg.com/news/articles/2022-03-28/manchin-pans-biden-s-proposed-tax-on-unrealized-gains-of-wealthy https://theliberalpatriot.substack.com/p/democrats-go-directly-to-the-center https://www.bloomberg.com/news/articles/2022-03-29/spacs-face-fresh-sec-legal-threat-for-overly-bullish-forecasts https://www.bloomberg.com/opinion/articles/2021-05-27/spacs-can-take-away-the-insiders-advantage-in-ipos-and-markets https://www.bloomberg.com/opinion/articles/2022-03-22/the-sec-will-regulate-climate https://www.cnbc.com/2022/03/30/sec-targets-spacs-with-new-rules-about-forecasts-mergers.html https://www.washingtonpost.com/technology/2022/03/30/facebook-tiktok-targeted-victory/ https://www.agweek.com/news/ukraine-ag-production-could-drop-80-fertilizer-prices-to-cut-food-supply-long-term-uk-expert-says https://farmdocdaily.illinois.edu/2022/03/wheat-in-2023.html https://farmdocdaily.illinois.edu/2021/09/information-on-2021-cash-rents-with-implications-for-2022.html https://www.agweek.com/news/usda-nass-to-livestream-prospective-planting-report https://www.npr.org/2022/03/28/1089300515/biden-putin-remarks-regime-change https://www.msn.com/en-us/news/world/putin-s-approval-ratings-soar-amid-russia-s-war-in-ukraine/ar-AAVI29R #allin #tech #news

Chamath PalihapitiyahostJason CalacanishostDavid Friedberghost
Apr 1, 20221h 39mWatch on YouTube ↗

Episode Details

EPISODE INFO

Released
April 1, 2022
Duration
1h 39m
Channel
All-In Podcast
Watch on YouTube
▶ Open ↗

EPISODE DESCRIPTION

0:00 Sacks' DC trip and foreign policy speaking gig 5:50 Yield curve inversion, breaking down the current state of the markets, understanding the labor market through birth rate and immigration 26:16 How the US can fix its current economic issues, reframing high-skilled immigration 48:54 SEC's new proposed rules around SPACs and climate disclosures for public companies: how will both markets be impacted 1:10:29 Meta used a GOP firm to run a smear campaign against TikTok in the US: dirty, necessary, or both? 1:19:03 Food shortage update 1:24:33 Sacks and Jason reflect on Biden's inflammatory comments on Putin 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.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525 https://www.reuters.com/business/finance/part-us-yield-curve-just-inverted-does-that-mean-recession-is-coming-2022-03-28 https://www.federalreserve.gov/econres/notes/feds-notes/dont-fear-the-yield-curve-reprise-20220325.htm https://markets.businessinsider.com/news/stocks/restoration-hardware-stock-price-ceo-warns-big-short-economy-inflation-2022-3 https://www.google.com/finance/quote/PATH:NYSE https://www.theatlantic.com/newsletters/archive/2022/03/american-population-growth-rate-slow/629392 https://fred.stlouisfed.org/series/CIVPART https://www.cnbc.com/2022/03/31/2-year-treasury-yield-tops-10-year-rate-a-yield-curve-inversion-that-could-signal-a-recession.html https://www.wsj.com/articles/joe-bidens-big-new-wealth-tax-white-house-budget-fy-2023-11648504962 https://www.bloomberg.com/news/articles/2022-03-28/manchin-pans-biden-s-proposed-tax-on-unrealized-gains-of-wealthy https://theliberalpatriot.substack.com/p/democrats-go-directly-to-the-center https://www.bloomberg.com/news/articles/2022-03-29/spacs-face-fresh-sec-legal-threat-for-overly-bullish-forecasts https://www.bloomberg.com/opinion/articles/2021-05-27/spacs-can-take-away-the-insiders-advantage-in-ipos-and-markets https://www.bloomberg.com/opinion/articles/2022-03-22/the-sec-will-regulate-climate https://www.cnbc.com/2022/03/30/sec-targets-spacs-with-new-rules-about-forecasts-mergers.html https://www.washingtonpost.com/technology/2022/03/30/facebook-tiktok-targeted-victory/ https://www.agweek.com/news/ukraine-ag-production-could-drop-80-fertilizer-prices-to-cut-food-supply-long-term-uk-expert-says https://farmdocdaily.illinois.edu/2022/03/wheat-in-2023.html https://farmdocdaily.illinois.edu/2021/09/information-on-2021-cash-rents-with-implications-for-2022.html https://www.agweek.com/news/usda-nass-to-livestream-prospective-planting-report https://www.npr.org/2022/03/28/1089300515/biden-putin-remarks-regime-change https://www.msn.com/en-us/news/world/putin-s-approval-ratings-soar-amid-russia-s-war-in-ukraine/ar-AAVI29R #allin #tech #news

SPEAKERS

  • Chamath Palihapitiya

    host
  • Jason Calacanis

    host
  • David Friedberg

    host

EPISODE SUMMARY

In this episode of All-In Podcast, featuring Chamath Palihapitiya and Jason Calacanis, E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more explores all-In hosts tackle looming recession, immigration crisis, and capitalism’s future The episode ranges from macroeconomics and foreign policy to immigration, climate regulation, and tech competition, framed through how U.S. policy is shaping growth and stability.

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