All-In with Chamath, Jason, Sacks & Friedberg
Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG
Friedberg
And as a result of the high concentration of the MAG7 and the S&P and in the Qs, the indices look like they're coming down, but Yeah, there's obviously a lot of complexity in what's going on in the economy right now. But I do think that that's been a big trade for PMs, for portfolio managers over the last couple of weeks.
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