Watch: First principle politics, China chaos & outlook, state of private/public markets & more
(youtube.com)
Bestie intros
1:45 First principle politics, analyzing each party's cynicism
48:07 Chaos in China: bank protests, housing protests, slowing economic and population growth, future outlook
1:09:21 Automation and the impact of the information economy
1:16:31 BlackRock loses $1.7T of investor money during H1 2021, state of private and public markets
1:36:36 Amazon acquires One Medical
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/pelositracker_/st...
https://www.politico.com/news/2022/07...
https://www.wsj.com/articles/nancy-pe...
https://www.reuters.com/world/us/chin...
https://www.tesla.com/blog/tesla-repa...
https://housestockwatcher.com/summary...
https://www.thedailybeast.com/democra...
https://poll.qu.edu/poll-release?rele...
https://www.nytimes.com/2022/07/19/op...
https://www.washingtonpost.com/politi...
https://www.reuters.com/article/obama...
https://twitter.com/micsolana/status/...
https://www.washingtonpost.com/opinio...
https://www.nytimes.com/2022/07/19/wo...
https://twitter.com/WallStreetSilv/st...
https://www.nytimes.com/interactive/2...
https://www.ft.com/content/91441aca-1...
https://datacommons.org/place/country...
https://www.bloomberg.com/news/articl...
https://www.wsj.com/articles/chinas-e...
https://www.bbc.com/future/article/20...
https://data.worldbank.org/indicator/...
https://www.wsj.com/articles/xi-jinpi...
https://www.thinkadvisor.com/2022/07/...
https://www.nytimes.com/2022/07/21/bu...
https://www.bloomberg.com/news/articl...
1:45 First principle politics, analyzing each party's cynicism
48:07 Chaos in China: bank protests, housing protests, slowing economic and population growth, future outlook
1:09:21 Automation and the impact of the information economy
1:16:31 BlackRock loses $1.7T of investor money during H1 2021, state of private and public markets
1:36:36 Amazon acquires One Medical
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/pelositracker_/st...
https://www.politico.com/news/2022/07...
https://www.wsj.com/articles/nancy-pe...
https://www.reuters.com/world/us/chin...
https://www.tesla.com/blog/tesla-repa...
https://housestockwatcher.com/summary...
https://www.thedailybeast.com/democra...
https://poll.qu.edu/poll-release?rele...
https://www.nytimes.com/2022/07/19/op...
https://www.washingtonpost.com/politi...
https://www.reuters.com/article/obama...
https://twitter.com/micsolana/status/...
https://www.washingtonpost.com/opinio...
https://www.nytimes.com/2022/07/19/wo...
https://twitter.com/WallStreetSilv/st...
https://www.nytimes.com/interactive/2...
https://www.ft.com/content/91441aca-1...
https://datacommons.org/place/country...
https://www.bloomberg.com/news/articl...
https://www.wsj.com/articles/chinas-e...
https://www.bbc.com/future/article/20...
https://data.worldbank.org/indicator/...
https://www.wsj.com/articles/xi-jinpi...
https://www.thinkadvisor.com/2022/07/...
https://www.nytimes.com/2022/07/21/bu...
https://www.bloomberg.com/news/articl...
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Francisco Gimeno - BC Analyst Another excellent podcast from the "four besties". Nothing better than four famous experts talking about life and everything else. They don't offer new headlines but offer their opinions on the headlines. What is happening in China with its perceived image of superpower but then giant cracks in its bank system and real estate, for instance, or what is going on with last report of another supergiant, BlackRock, losing so much money (why and what does it means), Amazon acquiring One Medical, the automatisation of economy, and how this is affecting already everything, and many other details. They are able to signal out what is important about this all and why, and what can we expect. In sum, very worthy to be watched.