E160: 2024 Predictions! Markets, tech, politics, and more

<p>(0:00) Bestie intros! Pasty Preppers</p> <p>(4:17) 2024's Biggest Political Winner</p> <p>(13:37) 2024's Biggest Political Loser</p> <p>(19:41) 2024's Biggest Business Winner</p> <p>(32:08) 2024's Biggest Business Loser</p> <p>(37:31) 2024's Biggest Business Deal</p> <p>(41:15) 2024's Most Contrarian Belief</p> <p>(51:18) 2024's Best-Performing Asset</p> <p>(56:46) 2024's Worst-Performing Asset</p> <p>(1:06:14) 2024's Most Anticipated Trend</p> <p>(1:12:28) 2024's Most Anticipated Media</p> <p>(1:22:28) Emotional condition heading into 2024</p> <p>Follow the besties:</p> <p><a href= "https://twitter.com/chamath">https://twitter.com/chamath</a></p> <p><a href= "https://twitter.com/Jason">https://twitter.com/Jason</a></p> <p><a href= "https://twitter.com/DavidSacks">https://twitter.com/DavidSacks</a></p> <p><a href= "https://twitter.com/friedberg">https://twitter.com/friedberg</a></p> <p>Follow the pod:</p> <p><a href= "https://twitter.com/theallinpod">https://twitter.com/theallinpod</a></p> <p><a href= "https://linktr.ee/allinpodcast">https://linktr.ee/allinpodcast</a></p> <p>Intro Music Credit:</p> <p><a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a></p> <p><a href= "https://twitter.com/yung_spielburg">https://twitter.com/yung_spielburg</a></p> <p>Intro Video Credit:</p> <p><a href= "https://twitter.com/TheZachEffect">https://twitter.com/TheZachEffect</a></p> <p>Referenced in the show:</p> <p><a href= "https://lmc.icds.ee/lennart-meri-lecture-by-fiona-hill">https://lmc.icds.ee/lennart-meri-lecture-by-fiona-hill</a></p> <p><a href= "https://news.gallup.com/poll/512135/support-third-political-party.aspx"> https://news.gallup.com/poll/512135/support-third-political-party.aspx</a></p> <p><a href= "https://apnews.com/article/robert-kennedy-president-election-utah-ballot-863513ec2bf75d1efc9b202cb8ddcc4a"> https://apnews.com/article/robert-kennedy-president-election-utah-ballot-863513ec2bf75d1efc9b202cb8ddcc4a</a></p> <p><a href= "https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541"> https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541</a></p> <p><a href= "https://geopoliticaleconomy.com/2023/08/10/us-saudi-arabia-sell-oil-dollars-chinese-yuan"> https://geopoliticaleconomy.com/2023/08/10/us-saudi-arabia-sell-oil-dollars-chinese-yuan</a></p> <p><a href= "https://www.reuters.com/world/middle-east/putin-talk-oil-uae-saudi-meet-crown-prince-mohammed-bin-salman-2023-12-06"> https://www.reuters.com/world/middle-east/putin-talk-oil-uae-saudi-meet-crown-prince-mohammed-bin-salman-2023-12-06</a></p> <p><a href= "https://www.facebook.com/watch/?v=853724306532726">https://www.facebook.com/watch/?v=853724306532726</a></p> <p><a href= "https://www.politico.com/news/2023/12/07/californias-budget-deficit-balloons-to-68b-00130624"> https://www.politico.com/news/2023/12/07/californias-budget-deficit-balloons-to-68b-00130624</a></p> <p><a href= "https://www.aljazeera.com/news/2022/10/28/in-grips-of-war-ukraine-faces-gloomy-demographic-future"> https://www.aljazeera.com/news/2022/10/28/in-grips-of-war-ukraine-faces-gloomy-demographic-future</a></p> <p><a href= "https://razumkov.org.ua/en/articles/pension-system-can-ukrainian-pensions-be-saved"> https://razumkov.org.ua/en/articles/pension-system-can-ukrainian-pensions-be-saved</a></p> <p><a href= "https://www.jordannews.jo/Section-20/Middle-East/Israel-won-t-be-able-to-eliminate-Hamas-US-spokesperson-33415"> https://www.jordannews.jo/Section-20/Middle-East/Israel-won-t-be-able-to-eliminate-Hamas-US-spokesperson-33415</a></p> <p><a href= "https://www.forbes.com/sites/rrapier/2023/08/30/us-natural-gas-production-sets-new-record-high"> https://www.forbes.com/sites/rrapier/2023/08/30/us-natural-gas-production-sets-new-record-high</a></p> <p><a href= "https://www.anduril.com/roadrunner">https://www.anduril.com/roadrunner</a></p> <p><a href= "https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480"> https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480</a></p> <p><a href= "https://twitter.com/CeciliaZin/status/1740109465918328844">https://twitter.com/CeciliaZin/status/1740109465918328844</a></p> <p><a href= "https://www.nytimes.com/2023/09/06/business/china-car-exports.html"> https://www.nytimes.com/2023/09/06/business/china-car-exports.html</a></p> <p><a href= "https://img.caixin.com//2023-04-14/168147450347265.jpg">https://img.caixin.com//2023-04-14/168147450347265.jpg</a></p> <p><a href= "https://www.cnn.com/2023/12/21/china/china-russia-relations-record-trade-intl-hnk/index.html"> https://www.cnn.com/2023/12/21/china/china-russia-relations-record-trade-intl-hnk/index.html</a></p> <p><a href= "https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm"> https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm</a></p> <p><a href= "https://thehill.com/opinion/4383282-turkey-is-a-us-ally-but-should-not-be-a-trusted-one"> https://thehill.com/opinion/4383282-turkey-is-a-us-ally-but-should-not-be-a-trusted-one</a></p> <p><a href= "https://foreignpolicy.com/2023/12/06/turkey-nato-membership-alliance-russia-erdogan-sweden-syria"> https://foreignpolicy.com/2023/12/06/turkey-nato-membership-alliance-russia-erdogan-sweden-syria</a></p> <p><a href= "https://apnews.com/article/nato-sweden-turkey-erdogan-stoltenberg-639d70add38ec481253729b0e451f4ea"> https://apnews.com/article/nato-sweden-turkey-erdogan-stoltenberg-639d70add38ec481253729b0e451f4ea</a></p> <p><a href= "https://www.politico.com/news/magazine/2023/12/27/biden-endgame-ukraine-00133211"> https://www.politico.com/news/magazine/2023/12/27/biden-endgame-ukraine-00133211</a></p> <p><a href= "https://www.google.com/finance/quote/URA:NYSEARCA">https://www.google.com/finance/quote/URA:NYSEARCA</a></p> <p><a href= "https://www.telegraph.co.uk/news/2023/12/28/the-west-may-now-have-no-option-but-to-attack-iran"> https://www.telegraph.co.uk/news/2023/12/28/the-west-may-now-have-no-option-but-to-attack-iran</a></p> <p><a href= "https://www.imdb.com/title/tt9218128">https://www.imdb.com/title/tt9218128</a></p> <p><a href= "https://www.imdb.com/title/tt13016388">https://www.imdb.com/title/tt13016388</a></p> <p><a href= "https://www.imdb.com/title/tt11198330">https://www.imdb.com/title/tt11198330</a></p> <p><a href= "https://www.amazon.com/Founders-Paypal-Entrepreneurs-Shaped-Silicon/dp/1501197266"> https://www.amazon.com/Founders-Paypal-Entrepreneurs-Shaped-Silicon/dp/1501197266</a></p>