All-In with Chamath, Jason, Sacks & Friedberg
Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks
Zach
So just to wrap this up, I just think that the market doesn't like these fundamentals of the US fiscal picture. You've got rapidly increasing debt service costs. You've got an inflation picture that is murky and may not be going away. And the bond markets are starting to price in higher interest rates for longer. And this is why Paul Tudor Jones is saying all roads lead to inflation.
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