Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz
01:44:29 Share

(0:00) Bestie intros: Jason is back from COVID!

(3:55) Yen carry trade unravels, Japan's unique economic issues

(27:22) Recession odds growing, is the US already in a "lowkey recession"?

(45:46) Why Buffett is selling Apple and massively increasing Berkshire's cash position

(55:54) Major antitrust ruling against Google, predicting outcomes

(1:22:41) Kamala picks Minnesota Governor Tim Walz as her running mate

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Referenced in the show:

https://www.wsj.com/health/wellness/covid-guidelines-2024-cdc-symptoms-contagious-cdefb6b8)

https://tradingeconomics.com/japan/interest-rate)

https://pebblewriter.com/the-yen-carry-trade-explained)

https://www.statista.com/statistics/604424/median-age-of-the-population-in-japan)

https://www.reuters.com/markets/asia/japans-nov-core-consumer-inflation-hits-fresh-40-year-high-2022-12-22)

https://x.com/GoldmanSachs/status/1793998451291615316)

https://www.wsj.com/economy/central-banking/boj-wont-raise-rates-when-markets-are-unstable-deputy-gov-says-6f4bf962)

https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html)

https://www.wsj.com/finance/the-u-s-government-will-soon-spend-more-on-interest-payments-than-defense-ee6fbeec)

https://www.nytimes.com/2024/07/10/business/archegos-bill-hwang-guilty.html)

https://www.bloomberg.com/news/articles/2024-08-08/jpmorgan-says-three-quarters-of-global-carry-trades-now-unwound)

https://www.cnbc.com/2024/08/02/job-growth-totals-114000-in-july-much-less-than-expected-as-unemployment-rate-rises-to-4point3percent.html)

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

https://polymarket.com/event/how-many-fed-rate-cuts-this-year)

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

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

https://www.google.com/finance/quote/.IXIC:INDEXNASDAQ)

https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-08-07-2024/card/airbnb-stock-slides-after-rental-company-warns-of-slowing-u-s-demand-inf2c6emjcl5KI7KmkfR)

https://www.google.com/finance/quote/ABNB:NASDAQ)

https://x.com/RealEJAntoni/status/1799085407394845087)

https://www.forbes.com/sites/gurufocus/2024/02/15/warren-buffett-bolsters-chevron-stake-revealing-key-q4-moves)

https://www.google.com/finance/quote/AAPL:NASDAQ)

https://www.ft.com/content/2aa3b542-d4e4-4afb-8d81-89bb734d7b17)

https://www.documentcloud.org/documents/25032786-googleruling)

https://x.com/Jason/status/1820823406503157764)

https://x.com/chamath/status/1817893425137508474)

https://www.vox.com/2018/10/31/18039528/tech-employees-politics-liberal-employers-candidates)

https://www.natesilver.net/p/tim-walz-is-a-minnesota-nice-choice)

https://x.com/NickFondacaro/status/1820840411335737852)

https://x.com/KamalaHQ/status/1820918063966962143)

https://amp.cnn.com/cnn/2024/08/06/politics/tim-walz-inside-harris-vp-pick)

https://www.nytimes.com/2024/08/07/us/politics/vance-walz-military-record.html)

https://x.com/PokerGO/status/1818836856890704291)