All-In with Chamath, Jason, Sacks & Friedberg
Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO
Fri, 02 Aug 2024
(0:00) Bestie intros! (0:38) Election update: Dems energize around Kamala, policy questions remain (19:33) Trump's NABJ interview: smart or risky? (33:07) Markets expect rate cut in September, but are we already in a recession? (40:58) AI buildout causing short-term volatility (45:46) Assassination of Hamas leader Ismail Haniyeh: are we inching closer to war in the Middle East? (1:06:17) Bill Ackman withdraws Pershing Square USA IPO Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.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://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model https://www.foxnews.com/politics/harris-boycotts-netanyahu-snubs-israeli-leaders-wartime-address-give-sorority-speech https://nypost.com/2024/07/24/us-news/media-change-tune-on-calling-kamala-harris-border-czar-despite-giving-her-the-title https://x.com/jeffstorobinsky/status/1818722254542590012 https://apnews.com/business/inflation-general-news-31d83873be23c658d66526745482d572 https://x.com/grdecter/status/1819362069797654784 https://www.wsj.com/economy/consumers/inflation-interest-rates-wealth-loans-51d4276e https://www.foxbusiness.com/economy/initial-us-employment-reports-overstated-jobs https://www.foxbusiness.com/personal-finance/q1-gdp-slows-inflation-dips https://finance.yahoo.com/news/amd-stock-jumps-after-earnings-beat-driven-by-ai-chip-sales-202456320.html https://www.cnbc.com/2024/07/31/nvidia-stock-up-after-microsoft-amd-quell-fears-ai-buildout-too-fast.html https://www.ft.com/content/bad6ca0b-82fb-4ddb-b6b8-bd09dacd47ae https://www.google.com/finance/quote/NVDA:NASDAQ https://www.google.com/finance/quote/META:NASDAQ https://www.nytimes.com/2024/08/01/world/middleeast/how-hamas-leader-haniyeh-killed-iran-bomb.html https://archive.nytimes.com/www.nytimes.com/interactive/2012/06/01/world/middleeast/how-a-secret-cyberwar-program-worked.html?hp https://www.wsj.com/finance/investing/bill-ackman-pulls-investment-fund-ipo-after-shrinking-its-size-85ba1a17
Full Episode
How good do I look? I'm so sun-kissed.
How many buttons down are you? Oh my God, I have three buttons. Look at this. Three buttons. No, look, look, look, look. Is there a button below that we can't see?
No pants. There's no pants.
Are you free-buttoning and free-balling it? Is it both happening or what?
Let your winners ride.
Rain Man, David Sackerson.
Hey everybody, welcome back to the All In Pod. This week, our hostess with the mostess, J-Cal is out with COVID, getting treated, spending the day in bed. We wish him well. We wish him a speedy recovery. We are going to plow forward like all championship teams do. This week, I think we're going to kick it off with a conversation about the election update.
Obviously, Harris came out, guns a-blazing in the media. The accolades seem to be flying. And the polling data is starting to become worrisome, it seems, for the Republicans. Just this week, Nate Silver released his newest model update, the Silver Bulletin. I think he's got it trademarked as nowadays.
And in the model, he tries to estimate what does the polling data show us with respect to the Electoral College elections? and the popular vote in the upcoming presidential election. Harris currently has a 42.5% probability of winning the electoral college, Trump 56.9%, Kennedy coming in at 0%.
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