E53: Wealth tax, dealing with inflation as a capital allocator, big tech earnings, Facebook's rebrand, paternity leave & more
All-In with Chamath, Jason, Sacks & Friedberg
0:00 Bestie intro, child update, Joe Lonsdale's take on paternity leave
20:44 Proposed "Wealth Tax"
35:13 Inflation discussion: corporate and government reactions
52:30 Dealing with inflation as a capital allocator
58:49 Big Tech's outrageous quarterly earnings, why Google is the best business ever, Facebook's "Meta" rebrand
Follow the besties:
Follow the pod:
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
npr.org/sections/money/2019/02/26/698...
treasury.gov/resource-center/data-cha...
npr.org/2021/10/28/1049980529/starbuc...
fred.stlouisfed.org/series/GFDEGDQ188S
markets.businessinsider.com/news/curr...
bloomberg.com/news/articles/2021-10-2...
wsj.com/articles/microsoft-overtakes-...
abc.xyz/investor/static/pdf/2021Q3_al...
Raw Description
<p>0:00 Bestie intro, child update, Joe Lonsdale's take on paternity leave</p> <p>20:44 Proposed "Wealth Tax"</p> <p>35:13 Inflation discussion: corporate and government reactions</p> <p>52:30 Dealing with inflation as a capital allocator</p> <p>58:49 Big Tech's outrageous quarterly earnings, why Google is the best business ever, Facebook's "Meta" rebrand</p> <p>Follow the besties: </p> <p><a href= "https://twitter.com/chamath">https://twitter.com/chamath</a></p> <p><a href= "https://linktr.ee/calacanis">https://linktr.ee/calacanis</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://twitter.com/JTLonsdale/status/1453399478254379008">https://twitter.com/JTLonsdale/status/1453399478254379008</a></p> <p><a href= "https://www.npr.org/sections/money/2019/02/26/698057356/if-a-wealth-tax-is-such-a-good-idea-why-did-europe-kill-theirs"> https://www.npr.org/sections/money/2019/02/26/698057356/if-a-wealth-tax-is-such-a-good-idea-why-did-europe-kill-theirs</a></p> <p><a href= "https://www.treasury.gov/resource-center/data-chart-center/interest-rates/pages/textview.aspx?data=yield"> https://www.treasury.gov/resource-center/data-chart-center/interest-rates/pages/textview.aspx?data=yield</a></p> <p><a href= "https://www.npr.org/2021/10/28/1049980529/starbucks-and-costco-raising-wages-in-the-nationwide-competition-for-workers"> https://www.npr.org/2021/10/28/1049980529/starbucks-and-costco-raising-wages-in-the-nationwide-competition-for-workers</a></p> <p><a href= "https://fred.stlouisfed.org/series/GFDEGDQ188S">https://fred.stlouisfed.org/series/GFDEGDQ188S</a></p> <p><a href= "https://markets.businessinsider.com/news/currencies/crypto-investor-turned-8000-into-5-billion-buying-shiba-inu-2021-10"> https://markets.businessinsider.com/news/currencies/crypto-investor-turned-8000-into-5-billion-buying-shiba-inu-2021-10</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2021-10-29/tesla-s-tsla-hidden-billionaire-how-one-retail-investor-made-7-billion"> https://www.bloomberg.com/news/articles/2021-10-29/tesla-s-tsla-hidden-billionaire-how-one-retail-investor-made-7-billion</a></p> <p><a href= "https://finance.yahoo.com/quote/TOST/">https://finance.yahoo.com/quote/TOST/</a></p> <p><a href= "https://www.wsj.com/articles/microsoft-overtakes-apple-as-most-valuable-company-11635516976"> https://www.wsj.com/articles/microsoft-overtakes-apple-as-most-valuable-company-11635516976</a></p> <p><a href= "https://abc.xyz/investor/static/pdf/2021Q3_alphabet_earnings_release.pdf?cache=f1ba3f6"> https://abc.xyz/investor/static/pdf/2021Q3_alphabet_earnings_release.pdf?cache=f1ba3f6</a></p> <p><a href= "https://twitter.com/Jason/status/1450108244915937284">https://twitter.com/Jason/status/1450108244915937284</a></p> <p><a href= "https://www.theverge.com/22743744/facebook-teen-usage-decline-frances-haugen-leaks"> https://www.theverge.com/22743744/facebook-teen-usage-decline-frances-haugen-leaks</a></p> <p><a href= "https://vm.tiktok.com/TTPdYPqdJ6/">https://vm.tiktok.com/TTPdYPqdJ6/</a></p>
Chapters (1/5)
Show Notes
0:00 Bestie intro, child update, Joe Lonsdale's take on paternity leave
20:44 Proposed "Wealth Tax"
35:13 Inflation discussion: corporate and government reactions
52:30 Dealing with inflation as a capital allocator
58:49 Big Tech's outrageous quarterly earnings, why Google is the best business ever, Facebook's "Meta" rebrand
Follow the besties:
Follow the pod:
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
npr.org/sections/money/2019/02/26/698...
treasury.gov/resource-center/data-cha...
npr.org/2021/10/28/1049980529/starbuc...
fred.stlouisfed.org/series/GFDEGDQ188S
markets.businessinsider.com/news/curr...
bloomberg.com/news/articles/2021-10-2...
wsj.com/articles/microsoft-overtakes-...
abc.xyz/investor/static/pdf/2021Q3_al...
Raw Description
<p>0:00 Bestie intro, child update, Joe Lonsdale's take on paternity leave</p> <p>20:44 Proposed "Wealth Tax"</p> <p>35:13 Inflation discussion: corporate and government reactions</p> <p>52:30 Dealing with inflation as a capital allocator</p> <p>58:49 Big Tech's outrageous quarterly earnings, why Google is the best business ever, Facebook's "Meta" rebrand</p> <p>Follow the besties: </p> <p><a href= "https://twitter.com/chamath">https://twitter.com/chamath</a></p> <p><a href= "https://linktr.ee/calacanis">https://linktr.ee/calacanis</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://twitter.com/JTLonsdale/status/1453399478254379008">https://twitter.com/JTLonsdale/status/1453399478254379008</a></p> <p><a href= "https://www.npr.org/sections/money/2019/02/26/698057356/if-a-wealth-tax-is-such-a-good-idea-why-did-europe-kill-theirs"> https://www.npr.org/sections/money/2019/02/26/698057356/if-a-wealth-tax-is-such-a-good-idea-why-did-europe-kill-theirs</a></p> <p><a href= "https://www.treasury.gov/resource-center/data-chart-center/interest-rates/pages/textview.aspx?data=yield"> https://www.treasury.gov/resource-center/data-chart-center/interest-rates/pages/textview.aspx?data=yield</a></p> <p><a href= "https://www.npr.org/2021/10/28/1049980529/starbucks-and-costco-raising-wages-in-the-nationwide-competition-for-workers"> https://www.npr.org/2021/10/28/1049980529/starbucks-and-costco-raising-wages-in-the-nationwide-competition-for-workers</a></p> <p><a href= "https://fred.stlouisfed.org/series/GFDEGDQ188S">https://fred.stlouisfed.org/series/GFDEGDQ188S</a></p> <p><a href= "https://markets.businessinsider.com/news/currencies/crypto-investor-turned-8000-into-5-billion-buying-shiba-inu-2021-10"> https://markets.businessinsider.com/news/currencies/crypto-investor-turned-8000-into-5-billion-buying-shiba-inu-2021-10</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2021-10-29/tesla-s-tsla-hidden-billionaire-how-one-retail-investor-made-7-billion"> https://www.bloomberg.com/news/articles/2021-10-29/tesla-s-tsla-hidden-billionaire-how-one-retail-investor-made-7-billion</a></p> <p><a href= "https://finance.yahoo.com/quote/TOST/">https://finance.yahoo.com/quote/TOST/</a></p> <p><a href= "https://www.wsj.com/articles/microsoft-overtakes-apple-as-most-valuable-company-11635516976"> https://www.wsj.com/articles/microsoft-overtakes-apple-as-most-valuable-company-11635516976</a></p> <p><a href= "https://abc.xyz/investor/static/pdf/2021Q3_alphabet_earnings_release.pdf?cache=f1ba3f6"> https://abc.xyz/investor/static/pdf/2021Q3_alphabet_earnings_release.pdf?cache=f1ba3f6</a></p> <p><a href= "https://twitter.com/Jason/status/1450108244915937284">https://twitter.com/Jason/status/1450108244915937284</a></p> <p><a href= "https://www.theverge.com/22743744/facebook-teen-usage-decline-frances-haugen-leaks"> https://www.theverge.com/22743744/facebook-teen-usage-decline-frances-haugen-leaks</a></p> <p><a href= "https://vm.tiktok.com/TTPdYPqdJ6/">https://vm.tiktok.com/TTPdYPqdJ6/</a></p>