All-In PodcastE83: Market slide continues, and how to address Uvalde
Jason CalacanishostBrad GerstnerguestChamath PalihapitiyahostDavid Friedberghost
CHAPTERS
- 0:00 – 1:00
Bestie Guestie Brad Gerstner joins the show
- 1:00 – 16:45
All-In Summit recap and best moments
- 16:45 – 29:53
State of the markets, $ZM/$SNOW earnings, how much more uncertainty?
- 29:53 – 51:10
$SNAP drops after miscalculating earnings targets, understanding signs of a true bottom, the end of entitlement
- 51:10 – 1:05:17
Down market end game, investor decisions, reasons for optimism, quick reset potential
- 1:05:17 – 1:12:27
Sacks explains his concept for "default investable," Besties share thoughts on proactive layoffs and course correction
- 1:12:27 – 1:49:25
Addressing Uvalde, legislative disappointment, potential preventative solutions
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