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All-In PodcastE83: Market slide continues, and how to address Uvalde
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Episode Details
EPISODE INFO
- Released
- May 27, 2022
- Duration
- 1h 49m
- Channel
- All-In Podcast
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
0:00 Bestie Guestie Brad Gerstner joins the show 1:00 All-In Summit recap and best moments 16:45 State of the markets, $ZM/$SNOW earnings, how much more uncertainty? 29:53 $SNAP drops after miscalculating earnings targets, understanding signs of a true bottom, the end of entitlement 51:10 Down market end game, investor decisions, reasons for optimism, quick reset potential 1:05:17 Sacks explains his concept for "default investable," Besties share thoughts on proactive layoffs and course correction 1:12:27 Addressing Uvalde, legislative disappointment, potential preventative solutions Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg https://twitter.com/altcap 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.google.com/finance/quote/SPY:NYSEARCA https://www.google.com/finance/quote/.DJI:INDEXDJX https://investors.zoom.us/news-releases/news-release-details/zoom-video-communications-reports-financial-results-first https://investors.snowflake.com/news/news-details/2022/Snowflake-Reports-Financial-Results-for-the-First-Quarter-of-Fiscal-2023/default.aspx https://fred.stlouisfed.org/series/T10YIE https://twitter.com/zerohedge/status/1529100065331200005 https://twitter.com/BillAckman/status/1529133144540078083 https://layoffs.fyi https://www.google.com/finance/quote/SNAP:NYSE https://www.cnbc.com/2022/05/24/snaps-down-32percent-and-its-dragging-other-stocks-down-with-it.html https://www.google.com/finance/quote/FB:NASDAQ https://www.google.com/finance/quote/GOOG:NASDAQ https://nypost.com/2022/05/13/netflix-tells-woke-workers-to-quit-if-they-are-offended-culture-memo https://twitter.com/JeffBezos/status/1525309091970699265 https://twitter.com/DavidSacks/status/1529119829080150016 https://twitter.com/DavidSacks/status/1528102541723979776 https://sacks.substack.com/p/the-burn-multiple-51a7e43cb200 https://elections.bradyunited.org/take-action/nra-donations-116th-congress-senators https://en.wikipedia.org/wiki/Mass_shootings_in_the_United_States#/media/File:Total_Deaths_in_US_Mass_Shootings_1982-2021.jpg https://twitter.com/Jason/status/1529843255176663040 https://www.nytimes.com/interactive/2020/04/01/business/coronavirus-gun-sales.html https://twitter.com/Jason/status/1529504198974263296 #allin #tech #news
SPEAKERS
Jason Calacanis
hostBrad Gerstner
guestChamath Palihapitiya
hostDavid Friedberg
hostDavid Sacks
hostNarrator
otherNarrator
other
EPISODE SUMMARY
In this episode of All-In Podcast, featuring Jason Calacanis and Brad Gerstner, E83: Market slide continues, and how to address Uvalde explores Markets Slide, Venture Reset, And Urgent Ideas To Stop Shootings The hosts open by recapping the All-In Summit, highlighting its community-building, diversity efforts, and several dramatic on-stage moments, including a tense but ultimately reconciliatory exchange between Jason Calacanis and Palmer Luckey. They then shift into a deep analysis of the current market downturn, focusing on interest rates, inflation, SaaS valuations, and what founders and investors must do to survive a prolonged reset. A large portion of the discussion centers on startup discipline: free cash flow, cutting burn, realistic valuations, and the likely shakeout of overfunded, weak companies. The episode closes with an emotional but policy-focused segment on the Uvalde school shooting, exploring red-flag laws, early-warning systems, tech-company responsibilities, and the political dysfunction blocking “reasonable” gun reforms.
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