All-In with Chamath, Jason, Sacks & Friedberg
Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks
Zach
I think the hard one is around equities because equities are at an all-time high. Part of the reason why they're at an all-time high is because the Fed telegraphed that we'd have big rate cuts this year. Remember, at the beginning of this year, they said there would be seven rate cuts. Those expectations have kept coming down.
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