All-In PodcastE86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps
Episode Details
EPISODE INFO
- Released
- July 8, 2022
- Duration
- 1h 23m
- Channel
- All-In Podcast
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
0:00 Bestie open: Sacks' shopping spree 2:15 Macro outlook: jobs, consumer sentiment, housing, inflation, finding a bottom 39:21 Turkish government finds ~694 million mt of rare earth reserves & EU reclassifies nuclear & natural gas as "green" 48:58 Dutch farmers protests: root causes, how to move forward with smarter legislation 1:09:39 Biden's decline, Bezos responds to Biden's tweet on bringing gas prices down 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://fred.stlouisfed.org/series/JTSJOL https://www.cnbc.com/2022/07/06/jolts-job-openings-may-2022-.html https://www.bls.gov/charts/job-openings-and-labor-turnover/hire-seps-rates.htm https://www.marketwatch.com/story/u-s-job-openings-dip-to-11-3-million-but-labor-market-still-historically-strong-11657122659 https://www.bloomberg.com/news/articles/2022-07-06/fed-sees-more-restrictive-rates-possible-if-inflation-persists https://www.census.gov/library/stories/2021/12/net-international-migration-at-lowest-levels-in-decades.html https://www.investing.com/economic-calendar/cb-consumer-confidence-48 https://finance.yahoo.com/news/consumer-confidence-conference-board-june-2022-143536146.html https://www.mortgagenewsdaily.com/data/existing-home-sales#chart-existing-home-sales-vs-30yr-rate https://www.marketwatch.com/story/consumer-sentiment-drops-to-record-low-as-inflation-worries-grip-u-s-11656079725 https://www.forbes.com/sites/darreonnadavis/2022/07/05/88-of-americans-say-us-is-on-wrong-track/ https://thehill.com/policy/finance/3525909-56-percent-in-new-poll-believe-us-is-in-recession/ https://twitter.com/BillAckman/status/1544057786065092609 https://news.metal.com/newscontent/101881567/Turkey-Discovers-694-million-mt-of-Rare-Earth-Element-Reserves-with-Infrastructure-Construction-Starting-This-Year/ https://www.reuters.com/business/sustainable-business/eu-parliament-vote-green-gas-nuclear-rules-2022-07-06/ https://twitter.com/GretaThunberg/status/1544380486654590983 https://mobile.twitter.com/Noahpinion/status/1544573867804348416 https://www.reuters.com/business/sustainable-business/eu-parliament-vote-green-gas-nuclear-rules-2022-07-06/ https://www.bloomberg.com/news/articles/2022-07-01/jpmorgan-sees-stratospheric-380-oil-on-worst-case-russian-cut https://abcnews.go.com/Business/wireStory/explainer-dutch-farmers-protesting-emissions-85848026 https://www.amazon.com/The-Alchemy-of-Air-Thomas-Hager-audiobook/dp/B0046Y0BP0/ref=sr_1_1 https://www.monmouth.edu/polling-institute/reports/monmouthpoll_us_070522/ https://www.bloomberg.com/news/articles/2022-06-22/eurizon-fund-holds-unloved-assets-to-beat-peers-in-esg-market https://www.washingtonpost.com/world/2022/07/07/uk-boris-johnson-resignation/ https://twitter.com/POTUS/status/1543263229006254080 https://twitter.com/JeffBezos/status/1543409762867494912 https://twitter.com/JeffBezos/status/1525309091970699265 https://twitter.com/chamath/status/1544370315379109888 #allin #tech #news
SPEAKERS
Chamath Palihapitiya
hostJason Calacanis
hostDavid Friedberg
hostNarrator
other
EPISODE SUMMARY
In this episode of All-In Podcast, featuring Chamath Palihapitiya and Jason Calacanis, E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps explores all-In Besties Dissect Inflation, Jobs, Housing, Energy, And Dutch Farmers The hosts analyze the evolving macro environment, arguing the U.S. is in a complex, multi-phase downturn combining a supply-side shock from COVID with looming demand destruction driven by Fed rate hikes and inflation. They explore labor market distortions, record job openings, shifting work patterns, and how consumer sentiment diverges from current spending behavior. A major focus is on housing, commercial real estate (especially San Francisco), and systemic risks from office vacancies and falling asset values. They also debate energy policy, rare earths, the EU’s nuclear pivot, and the Dutch farmer protests as examples of technocratic overreach, climate policy missteps, and the growing gap between elites and working-class concerns.
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