E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more

<p>0:00 Sacks' DC trip and foreign policy speaking gig</p> <p>5:50 Yield curve inversion, breaking down the current state of the markets, understanding the labor market through birth rate and immigration</p> <p>26:16 How the US can fix its current economic issues, reframing high-skilled immigration</p> <p>48:54 SEC's new proposed rules around SPACs and climate disclosures for public companies: how will both markets be impacted?</p> <p>1:10:29 Meta used a GOP firm to run a smear campaign against TikTok in the US: dirty, necessary, or both?</p> <p>1:19:03 Food shortage update</p> <p>1:24:33 Sacks and Jason reflect on Biden's inflammatory comments on Putin</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://www.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525"> https://www.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525</a></p> <p><a href= "https://www.reuters.com/business/finance/part-us-yield-curve-just-inverted-does-that-mean-recession-is-coming-2022-03-28"> https://www.reuters.com/business/finance/part-us-yield-curve-just-inverted-does-that-mean-recession-is-coming-2022-03-28</a></p> <p><a href= "https://www.federalreserve.gov/econres/notes/feds-notes/dont-fear-the-yield-curve-reprise-20220325.htm"> https://www.federalreserve.gov/econres/notes/feds-notes/dont-fear-the-yield-curve-reprise-20220325.htm</a></p> <p><a href= "https://markets.businessinsider.com/news/stocks/restoration-hardware-stock-price-ceo-warns-big-short-economy-inflation-2022-3"> https://markets.businessinsider.com/news/stocks/restoration-hardware-stock-price-ceo-warns-big-short-economy-inflation-2022-3</a></p> <p><a href= "https://www.google.com/finance/quote/PATH:NYSE">https://www.google.com/finance/quote/PATH:NYSE</a></p> <p><a href= "https://www.theatlantic.com/newsletters/archive/2022/03/american-population-growth-rate-slow/629392"> https://www.theatlantic.com/newsletters/archive/2022/03/american-population-growth-rate-slow/629392</a></p> <p><a href= "https://fred.stlouisfed.org/series/CIVPART">https://fred.stlouisfed.org/series/CIVPART</a></p> <p><a href= "https://www.cnbc.com/2022/03/31/2-year-treasury-yield-tops-10-year-rate-a-yield-curve-inversion-that-could-signal-a-recession.html"> https://www.cnbc.com/2022/03/31/2-year-treasury-yield-tops-10-year-rate-a-yield-curve-inversion-that-could-signal-a-recession.html</a></p> <p><a href= "https://www.wsj.com/articles/joe-bidens-big-new-wealth-tax-white-house-budget-fy-2023-11648504962"> https://www.wsj.com/articles/joe-bidens-big-new-wealth-tax-white-house-budget-fy-2023-11648504962</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2022-03-28/manchin-pans-biden-s-proposed-tax-on-unrealized-gains-of-wealthy"> https://www.bloomberg.com/news/articles/2022-03-28/manchin-pans-biden-s-proposed-tax-on-unrealized-gains-of-wealthy</a></p> <p><a href= "https://theliberalpatriot.substack.com/p/democrats-go-directly-to-the-center"> https://theliberalpatriot.substack.com/p/democrats-go-directly-to-the-center</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2022-03-29/spacs-face-fresh-sec-legal-threat-for-overly-bullish-forecasts"> https://www.bloomberg.com/news/articles/2022-03-29/spacs-face-fresh-sec-legal-threat-for-overly-bullish-forecasts</a></p> <p><a href= "https://www.bloomberg.com/opinion/articles/2021-05-27/spacs-can-take-away-the-insiders-advantage-in-ipos-and-markets"> https://www.bloomberg.com/opinion/articles/2021-05-27/spacs-can-take-away-the-insiders-advantage-in-ipos-and-markets</a></p> <p><a href= "https://www.bloomberg.com/opinion/articles/2022-03-22/the-sec-will-regulate-climate"> https://www.bloomberg.com/opinion/articles/2022-03-22/the-sec-will-regulate-climate</a></p> <p><a href= "https://www.cnbc.com/2022/03/30/sec-targets-spacs-with-new-rules-about-forecasts-mergers.html"> https://www.cnbc.com/2022/03/30/sec-targets-spacs-with-new-rules-about-forecasts-mergers.html</a></p> <p><a href= "https://www.washingtonpost.com/technology/2022/03/30/facebook-tiktok-targeted-victory/"> https://www.washingtonpost.com/technology/2022/03/30/facebook-tiktok-targeted-victory/</a></p> <p><a href= "https://www.agweek.com/news/ukraine-ag-production-could-drop-80-fertilizer-prices-to-cut-food-supply-long-term-uk-expert-says"> https://www.agweek.com/news/ukraine-ag-production-could-drop-80-fertilizer-prices-to-cut-food-supply-long-term-uk-expert-says</a></p> <p><a href= "https://farmdocdaily.illinois.edu/2022/03/wheat-in-2023.html">https://farmdocdaily.illinois.edu/2022/03/wheat-in-2023.html</a></p> <p><a href= "https://farmdocdaily.illinois.edu/2021/09/information-on-2021-cash-rents-with-implications-for-2022.html"> https://farmdocdaily.illinois.edu/2021/09/information-on-2021-cash-rents-with-implications-for-2022.html</a></p> <p><a href= "https://www.agweek.com/news/usda-nass-to-livestream-prospective-planting-report"> https://www.agweek.com/news/usda-nass-to-livestream-prospective-planting-report</a></p> <p><a href= "https://www.npr.org/2022/03/28/1089300515/biden-putin-remarks-regime-change"> https://www.npr.org/2022/03/28/1089300515/biden-putin-remarks-regime-change</a></p> <p><a href= "https://www.msn.com/en-us/news/world/putin-s-approval-ratings-soar-amid-russia-s-war-in-ukraine/ar-AAVI29R"> https://www.msn.com/en-us/news/world/putin-s-approval-ratings-soar-amid-russia-s-war-in-ukraine/ar-AAVI29R</a></p>