E90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more

ℹ️ EPISODE INFO

Released

August 5, 2022

Duration

50m

Channel

All-In Podcast

Watch on YouTube

▶ Open ↗

📝 EPISODE DESCRIPTION

0:00 Bestie intros 2:07 Twitter subpoenas the besties! 16:03 Markets overview: dead cat bounce or have we hit the bottom? 34:10 De-globalization trends, Pelosi's Taiwan visit 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://twitter.com/DavidSacks/status/1554963395660566533 https://davidsacks.medium.com https://ycharts.com/indicators/us_gas_price https://www.macrotrends.net/1369/crude-oil-price-history-chart https://www.newcomer.co/p/folk-songs-and-stock-charts-coatue https://twitter.com/mkraju/status/1554485039710310401 https://upload.wikimedia.org/wikipedia/commons/a/a1/Geographic_Boundaries_of_the_First_and_Second_Island_Chains.png https://www.nytimes.com/2022/08/01/opinion/nancy-pelosi-taiwan-china.html #allin #tech #news

🎤 SPEAKERS

• Jason Calacanis

  host

• David Friedberg

  host

• Chamath Palihapitiya

  host

• Narrator

  other

🧾 EPISODE SUMMARY

In this episode of All-In Podcast, featuring Jason Calacanis and David Friedberg, E90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more explores twitter subpoenas, markets, and Pelosi’s Taiwan gamble dissected all-in The hosts open with banter before David Sacks details an expansive Twitter subpoena demanding his communications and media appearances related to Elon Musk’s attempted Twitter acquisition, which he calls overbroad, harassing, and a waste of Twitter’s money. They then shift to a macroeconomic and markets discussion, debating whether the current rally is a bear-market head fake amid persistent inflation, Fed rate hikes, weakening demand, and global flashpoints. David Friedberg and Chamath Palihapitiya outline systemic risks: energy and food crises, emerging-market instability, deglobalization, and historically high inflation that may require significantly higher interest rates. The episode closes with a geopolitical deep dive into Nancy Pelosi’s Taiwan visit, the U.S.–China–Taiwan triangle, and why Taiwan is such a strategic flashpoint that could one day trigger a U.S.–China conflict.

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