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All-In PodcastMarkets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks
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Episode Details
EPISODE INFO
- Released
- October 25, 2024
- Duration
- 1h 36m
- Channel
- All-In Podcast
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
(0:00) Bestie intros! (3:49) Announcement: Besties are hosting The All-In Holiday Spectacular in San Francisco on December 7th! Get tickets: https://allin.com/events (9:08) Macro and markets: making sense of unique asset diversions (27:23) Gen Z's economic cultural movements (38:28) Reallocating assets for a new period of constraints (53:52) Election update: Data leans Trump as we enter the home stretch (1:19:01) Is Starbucks fixable? Or has it hit market saturation? Get tickets to The All-In Holiday Spectacular: https://allin.com/events Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://allin.com/events https://fred.stlouisfed.org/series/DGS10 https://www.google.com/finance/quote/GCW00:COMEX https://www.google.com/finance/quote/SPY:NYSEARCA https://www.google.com/finance/quote/BTC-USD https://www.cnbc.com/2024/10/22/tudor-jones-is-long-gold-and-bitcoin-as-hedge-fund-titan-believes-all-roads-lead-to-inflation.html https://www.marketwatch.com/story/stanley-druckenmiller-says-hes-shorting-u-s-bonds-and-staying-out-of-china-1fcf751e https://www.cnbc.com/2024/10/10/cpi-inflation-september-2024.html https://fred.stlouisfed.org/series/A091RC1Q027SBEA https://news.bloomberglaw.com/daily-tax-report-international/uk-budget-fears-push-owners-to-close-firms-to-avoid-tax-hikes https://www.banque-france.fr/en/statistics/compagnies/business-failures-france-2024-09 https://www.reuters.com/markets/brazil-inflation-expectations-above-target-says-cenbank-director-picchetti-2024-10-23 https://www.cnbc.com/2024/09/14/more-than-half-of-gen-z-want-to-be-influencers-but-its-constant.html https://pro.morningconsult.com/analyst-reports/influencer-marketing-trends-report https://www.longtermtrends.net/market-cap-to-gdp-the-buffett-indicator https://www.oaktreecapital.com/insights/memo/ruminating-on-asset-allocation https://www.macrotrends.net/2577/sp-500-pe-ratio-price-to-earnings-chart https://www.realclearpolling.com/polls/president/general/2024/trump-vs-harris https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model https://www.nytimes.com/2024/10/23/opinion/election-polls-results-trump-harris.html https://www.cnbc.com/2024/10/24/polymarket-trump-french-election-bet.html https://x.com/scubaryan_/status/1848072120699625968 https://www.cnn.com/2024/10/23/politics/video/border-wall-kamala-harris-cnn-town-hall-digvid https://x.com/justintrudeau/status/1849467713711710699 https://x.com/scubaryan_/status/1848072120699625968 https://awfulannouncing.com/barstool/dave-portnoy-turned-down-kamala-harris-interview.html https://investor.starbucks.com/news/financial-releases/news-details/2024/Starbucks-Reports-Preliminary-Q4-and-Full-Fiscal-Year-2024-Results/default.aspx #allin #tech #news
SPEAKERS
Jason Calacanis
hostDavid Sacks
hostChamath Palihapitiya
hostDavid Friedberg
hostAlvin (server/house staff)
guestNarrator
otherShaan Puri
guestGuest
guestPaul Tudor Jones
guestBill Gurley
guestGuest
guestBrian Niccol (Starbucks CEO, clip)
guestNarrator
other
EPISODE SUMMARY
In this episode of All-In Podcast, featuring Jason Calacanis and David Sacks, Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks explores Markets Price Trump Win, Gen Z Bets Big, Starbucks Stalls The Besties dissect an unusual market environment where long rates are rising, gold and Bitcoin are surging, and equities remain at all‑time highs, arguing this reflects both renewed inflation fears and markets increasingly pricing in a Trump victory. They debate whether this is driven more by the Fed’s aggressive rate cuts, unsustainable U.S. and global debt dynamics, or expectations of divergent economic policies under Trump versus Harris. The conversation then shifts to Gen Z’s changing relationship with work, the rise of ‘Gen Bet’ and influencer ambitions, and how side hustles and trading are reshaping career paths and motivation. They close with an election handicapping segment pointing strongly toward Trump, and a case study in Starbucks’ struggles as a mature, sugar‑centric brand facing GLP‑1 drugs, market saturation, and a broken in‑store experience.
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