All-In PodcastE87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more
Episode Details
EPISODE INFO
- Released
- July 14, 2022
- Duration
- 1h 24m
- Channel
- All-In Podcast
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
0:00 Bestie intros! 1:41 Emerging markets, Sri Lanka break down 36:01 9.1% CPI print 48:15 Current market sentiments from retail and institutional investors 1:05:00 NASA's Webb telescope images 1:15:57 Beagle rescue, Biden admin's lack of private sector experience, Russia's new energy play BEAGLE RESCUE INFO: https://www.cnn.com/2022/07/12/us/beagles-virginia-facility-rescue/index.html https://www.nytimes.com/2022/07/12/us/envigo-beagles-breeder-adoption.html https://www.humanesociety.org/beaglerescue 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://data.worldbank.org/indicator/NY.GDP.MKTP.KD.ZG?end=2021&locations=VN-US-CN&start=1984&view=chart https://www.wsj.com/articles/rising-inflation-and-interest-rates-heap-pressure-on-emerging-markets-11655544600 https://www.cnn.com/asia/live-news/sri-lanka-protests-07-13-22-intl/index.html https://www.reuters.com/markets/europe/emerging-markets-drive-global-debt-record-303-trillion-iif-2022-02-23/ https://worldpopulationreview.com/countries/countries-by-gdp https://www.reuters.com/markets/commodities/fertiliser-ban-decimates-sri-lankan-crops-government-popularity-ebbs-2022-03-03 https://www.weforum.org/agenda/2016/02/what-next-for-sri-lanka/ https://www.nytimes.com/2021/12/07/world/asia/sri-lanka-organic-farming-fertilizer.html https://www.bloomberg.com/news/articles/2022-07-05/sri-lanka-aims-to-stop-money-printing-as-inflation-nears-60 https://twitter.com/chamath/status/561467714485514240 https://datareportal.com/reports/digital-2022-sri-lanka https://michaelshellenberger.substack.com/p/green-dogma-behind-fall-of-sri-lanka https://www.scmp.com/news/china/diplomacy/article/3134224/why-china-building-gleaming-new-government-facilities-africa https://www.scmp.com/news/china/diplomacy/article/2186970/how-presidential-palace-burundi-fits-chinas-plans-africa https://www.forbes.com/sites/rufaskamau/2022/07/11/inflation-protests-span-sri-lanka-albania-argentina-panama-kenya-ghanahow-long-before-they-hit-the-united-states/ https://tradingeconomics.com/united-states/inflation-cpi https://www.redfin.com/news/data-center/ https://fredblog.stlouisfed.org/2014/04/the-taylor-rule/ https://fred.stlouisfed.org/series/DGS10 https://www.nbcnews.com/data-graphics/compare-photos-nasas-james-webb-space-telescope-hubble-space-telescope-rcna37875 https://www.wsj.com/articles/nasa-james-webb-space-telescope-greg-robinson-images-11657137487 https://www.google.com/finance/quote/NOTV:NASDAQ https://www.wsj.com/articles/no-business-experience-needed-joe-biden-white-house-officials-committee-to-unleash-prosperity-report-11657661328 #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, E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more explores emerging markets unravel, Sri Lanka collapses, and inflation fears deepen The hosts open by examining mounting stress in emerging and frontier markets, focusing on how global debt, rising U.S. rates, and inflation are pushing countries like Sri Lanka toward default and social collapse. They use Sri Lanka as a case study in bad policy, corruption, ESG-driven missteps, and the dangers of rapid “green” transitions in poor nations already on the brink. In parallel, they discuss surging U.S. inflation, the Fed’s likely rate path, and what that means for markets, venture investing, and recession risk. The episode closes with segments on the James Webb Space Telescope’s scientific significance, ethical concerns over animal testing highlighted by a mass beagle rescue, and a brief geopolitical update on Europe’s energy vulnerability amid the Ukraine war.
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