All-In with Chamath, Jason, Sacks & Friedberg
Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks
Zach
Separately, another financial legend, Stan Druckenmiller, gave an interview where he has something like a 20% short position, meaning 20% of his holdings are short US Treasuries right now. So he's betting that there are long-term inflation pressures and that rates are going to have to rise.
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