E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast

<p>0:00 Besties discuss the one-month hiatus</p> <p>7:03 Markets update: Fed decisions, goals, macro factors, root causes</p> <p>32:19 Earnings estimate skepticism, labor force, job openings</p> <p>47:17 How startups should think about the next 18-36 months</p> <p>56:20 Crypto collapse, next shoe(s) to drop</p> <p>1:08:41 Russia/Ukraine endgame, escalation, scrutinizing US alliances, sanctions failing</p> <p>1:33:12 Will 2024 be Biden vs. Trump? Could it be DeSantis vs. Newsom?</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.google.com/finance/quote/SPY:NYSEARCA">https://www.google.com/finance/quote/SPY:NYSEARCA</a></p> <p><a href= "https://www.google.com/finance/quote/.DJI:INDEXDJX">https://www.google.com/finance/quote/.DJI:INDEXDJX</a></p> <p><a href= "https://www.cnbc.com/2022/06/10/consumer-price-index-may-2022.html"> https://www.cnbc.com/2022/06/10/consumer-price-index-may-2022.html</a></p> <p><a href= "https://www.longtermtrends.net/home-price-median-annual-income-ratio"> https://www.longtermtrends.net/home-price-median-annual-income-ratio</a></p> <p><a href= "https://www.cnbc.com/2021/06/09/tc-energy-terminates-keystone-xl-pipeline-project.html"> https://www.cnbc.com/2021/06/09/tc-energy-terminates-keystone-xl-pipeline-project.html</a></p> <p><a href= "https://www.reuters.com/business/energy/us-talks-with-allies-russian-oil-price-cap-says-yellen-2022-06-20/"> https://www.reuters.com/business/energy/us-talks-with-allies-russian-oil-price-cap-says-yellen-2022-06-20/</a></p> <p><a href= "https://www.xe.com/currencycharts/?from=RUB&to=USD&view=1Y"> https://www.xe.com/currencycharts/?from=RUB&to=USD&view=1Y</a></p> <p><a href= "https://www.wsj.com/articles/inflation-bls-price-checkers-who-determine-cpi-11652132333"> https://www.wsj.com/articles/inflation-bls-price-checkers-who-determine-cpi-11652132333</a></p> <p><a href= "https://www.chicagofed.org/research/dual-mandate/dual-mandate">https://www.chicagofed.org/research/dual-mandate/dual-mandate</a></p> <p><a href= "https://data.oecd.org/leadind/consumer-confidence-index-cci.htm">https://data.oecd.org/leadind/consumer-confidence-index-cci.htm</a></p> <p><a href= "https://www.rasmussenreports.com/public_content/politics/top_stories/right_direction_wrong_track_jun20"> https://www.rasmussenreports.com/public_content/politics/top_stories/right_direction_wrong_track_jun20</a></p> <p><a href= "https://thehill.com/policy/finance/3525909-56-percent-in-new-poll-believe-us-is-in-recession/"> https://thehill.com/policy/finance/3525909-56-percent-in-new-poll-believe-us-is-in-recession/</a></p> <p><a href= "https://www.linkedin.com/pulse/reducing-inflation-come-great-cost-stagflation-ray-dalio"> https://www.linkedin.com/pulse/reducing-inflation-come-great-cost-stagflation-ray-dalio</a></p> <p><a href= "https://fred.stlouisfed.org/series/CIVPART">https://fred.stlouisfed.org/series/CIVPART</a></p> <p><a href= "https://tradingeconomics.com/united-states/job-offers">https://tradingeconomics.com/united-states/job-offers</a></p> <p><a href= "https://www.socialcapital.com/ideas/2021-annual-letter">https://www.socialcapital.com/ideas/2021-annual-letter</a></p> <p><a href= "https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund"> https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund</a></p> <p><a href= "https://www.coinbase.com/price/bitcoin">https://www.coinbase.com/price/bitcoin</a></p> <p><a href= "https://www.coinbase.com/price/ethereum">https://www.coinbase.com/price/ethereum</a></p> <p> https://www.coindesk.com/business/2022/06/17/three-arrows-capitalconfirms-heavy-losses-from-lunas-collapse-exploring-potential-options-report</p> <p><a href= "https://www.ft.com/content/19c27ae1-ae72-4668-b3a9-162adc27dffc">https://www.ft.com/content/19c27ae1-ae72-4668-b3a9-162adc27dffc</a></p> <p><a href= "https://decrypt.co/103489/solend-whale-108m-loan-nearly-crashed-solana"> https://decrypt.co/103489/solend-whale-108m-loan-nearly-crashed-solana</a></p> <p><a href= "https://www.justice.gov/usao-sdny/pr/former-employee-nft-marketplace-charged-first-ever-digital-asset-insider-trading-scheme"> https://www.justice.gov/usao-sdny/pr/former-employee-nft-marketplace-charged-first-ever-digital-asset-insider-trading-scheme</a></p> <p><a href= "https://www.ft.com/content/4e211784-83eb-49a2-ba39-8976345a88d5">https://www.ft.com/content/4e211784-83eb-49a2-ba39-8976345a88d5</a></p> <p><a href= "https://www.washingtonpost.com/world/2022/06/10/ukraine-ammunition-donbas-russia/"> https://www.washingtonpost.com/world/2022/06/10/ukraine-ammunition-donbas-russia/</a></p> <p><a href= "https://www.americanpurpose.com/blog/fukuyama/why-ukraine-will-win/"> https://www.americanpurpose.com/blog/fukuyama/why-ukraine-will-win/</a></p> <p><a href= "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/2022-03-02/london-listed-russian-stocks-erase-570-billion-in-two-weeks</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2022-06-20/ruble-soars-to-seven-year-high-in-challenge-to-bank-of-russia"> https://www.bloomberg.com/news/articles/2022-06-20/ruble-soars-to-seven-year-high-in-challenge-to-bank-of-russia</a></p> <p><a href= "https://www.cnbc.com/2022/06/23/russias-ruble-is-at-strongest-level-in-7-years-despite-sanctions.html"> https://www.cnbc.com/2022/06/23/russias-ruble-is-at-strongest-level-in-7-years-despite-sanctions.html</a></p> <p><a href= "https://www.wsj.com/articles/u-s-push-for-exceptions-in-europes-sanctions-on-russian-oil-gains-traction-11655913796"> https://www.wsj.com/articles/u-s-push-for-exceptions-in-europes-sanctions-on-russian-oil-gains-traction-11655913796</a></p> <p><a href= "https://abcnews.go.com/International/wireStory/correction-germany-nuclear-shutdown-story-82051054"> https://abcnews.go.com/International/wireStory/correction-germany-nuclear-shutdown-story-82051054</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2022-06-23/catl-unveils-ev-battery-with-one-charge-range-of-1-000-kms"> https://www.bloomberg.com/news/articles/2022-06-23/catl-unveils-ev-battery-with-one-charge-range-of-1-000-kms</a></p> <p><a href= "https://nymag.com/intelligencer/2022/06/why-ron-desantis-can-beat-trump-in-2024.html"> https://nymag.com/intelligencer/2022/06/why-ron-desantis-can-beat-trump-in-2024.html</a></p>