E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast
01:41:58 Share

0:00 Besties discuss the one-month hiatus

7:03 Markets update: Fed decisions, goals, macro factors, root causes

32:19 Earnings estimate skepticism, labor force, job openings

47:17 How startups should think about the next 18-36 months

56:20 Crypto collapse, next shoe(s) to drop

1:08:41 Russia/Ukraine endgame, escalation, scrutinizing US alliances, sanctions failing

1:33:12 Will 2024 be Biden vs. Trump? Could it be DeSantis vs. Newsom?

Follow the besties:

https://twitter.com/chamath)

https://linktr.ee/calacanis)

https://twitter.com/DavidSacks)

https://twitter.com/friedberg)

Follow the pod:

https://twitter.com/theallinpod)

https://linktr.ee/allinpodcast)

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.google.com/finance/quote/SPY:NYSEARCA)

https://www.google.com/finance/quote/.DJI:INDEXDJX)

https://www.cnbc.com/2022/06/10/consumer-price-index-may-2022.html)

https://www.longtermtrends.net/home-price-median-annual-income-ratio)

https://www.cnbc.com/2021/06/09/tc-energy-terminates-keystone-xl-pipeline-project.html)

https://www.reuters.com/business/energy/us-talks-with-allies-russian-oil-price-cap-says-yellen-2022-06-20/)

https://www.xe.com/currencycharts/?from=RUB&to=USD&view=1Y)

https://www.wsj.com/articles/inflation-bls-price-checkers-who-determine-cpi-11652132333)

https://www.chicagofed.org/research/dual-mandate/dual-mandate)

https://data.oecd.org/leadind/consumer-confidence-index-cci.htm)

https://www.rasmussenreports.com/public_content/politics/top_stories/right_direction_wrong_track_jun20)

https://thehill.com/policy/finance/3525909-56-percent-in-new-poll-believe-us-is-in-recession/)

https://www.linkedin.com/pulse/reducing-inflation-come-great-cost-stagflation-ray-dalio)

https://fred.stlouisfed.org/series/CIVPART)

https://tradingeconomics.com/united-states/job-offers)

https://www.socialcapital.com/ideas/2021-annual-letter)

https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund)

https://www.coinbase.com/price/bitcoin)

https://www.coinbase.com/price/ethereum)

https://www.coindesk.com/business/2022/06/17/three-arrows-capitalconfirms-heavy-losses-from-lunas-collapse-exploring-potential-options-report

https://www.ft.com/content/19c27ae1-ae72-4668-b3a9-162adc27dffc)

https://decrypt.co/103489/solend-whale-108m-loan-nearly-crashed-solana)

https://www.justice.gov/usao-sdny/pr/former-employee-nft-marketplace-charged-first-ever-digital-asset-insider-trading-scheme)

https://www.ft.com/content/4e211784-83eb-49a2-ba39-8976345a88d5)

https://www.washingtonpost.com/world/2022/06/10/ukraine-ammunition-donbas-russia/)

https://www.americanpurpose.com/blog/fukuyama/why-ukraine-will-win/)

https://www.bloomberg.com/news/articles/2022-03-02/london-listed-russian-stocks-erase-570-billion-in-two-weeks)

https://www.bloomberg.com/news/articles/2022-06-20/ruble-soars-to-seven-year-high-in-challenge-to-bank-of-russia)

https://www.cnbc.com/2022/06/23/russias-ruble-is-at-strongest-level-in-7-years-despite-sanctions.html)

https://www.wsj.com/articles/u-s-push-for-exceptions-in-europes-sanctions-on-russian-oil-gains-traction-11655913796)

https://abcnews.go.com/International/wireStory/correction-germany-nuclear-shutdown-story-82051054)

https://www.bloomberg.com/news/articles/2022-06-23/catl-unveils-ev-battery-with-one-charge-range-of-1-000-kms)

https://nymag.com/intelligencer/2022/06/why-ron-desantis-can-beat-trump-in-2024.html)