E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps

<p>0:00 Bestie open: Sacks' shopping spree</p> <p>2:15 Macro outlook: jobs, consumer sentiment, housing, inflation, finding a bottom</p> <p>39:21 Turkish government finds ~694 million mt of rare earth reserves & EU reclassifies nuclear & natural gas as "green"</p> <p>48:58 Dutch farmers protests: root causes, how to move forward with smarter legislation</p> <p>1:09:39 Biden's decline, Bezos responds to Biden's tweet on bringing gas prices down</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://fred.stlouisfed.org/series/JTSJOL">https://fred.stlouisfed.org/series/JTSJOL</a></p> <p><a href= "https://www.cnbc.com/2022/07/06/jolts-job-openings-may-2022-.html"> https://www.cnbc.com/2022/07/06/jolts-job-openings-may-2022-.html</a></p> <p><a href= "https://www.bls.gov/charts/job-openings-and-labor-turnover/hire-seps-rates.htm"> https://www.bls.gov/charts/job-openings-and-labor-turnover/hire-seps-rates.htm</a></p> <p><a href= "https://www.marketwatch.com/story/u-s-job-openings-dip-to-11-3-million-but-labor-market-still-historically-strong-11657122659"> https://www.marketwatch.com/story/u-s-job-openings-dip-to-11-3-million-but-labor-market-still-historically-strong-11657122659</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2022-07-06/fed-sees-more-restrictive-rates-possible-if-inflation-persists"> https://www.bloomberg.com/news/articles/2022-07-06/fed-sees-more-restrictive-rates-possible-if-inflation-persists</a></p> <p><a href= "https://www.census.gov/library/stories/2021/12/net-international-migration-at-lowest-levels-in-decades.html"> https://www.census.gov/library/stories/2021/12/net-international-migration-at-lowest-levels-in-decades.html</a></p> <p><a href= "https://www.investing.com/economic-calendar/cb-consumer-confidence-48"> https://www.investing.com/economic-calendar/cb-consumer-confidence-48</a></p> <p><a href= "https://finance.yahoo.com/news/consumer-confidence-conference-board-june-2022-143536146.html"> https://finance.yahoo.com/news/consumer-confidence-conference-board-june-2022-143536146.html</a></p> <p><a href= "https://www.mortgagenewsdaily.com/data/existing-home-sales#chart-existing-home-sales-vs-30yr-rate"> https://www.mortgagenewsdaily.com/data/existing-home-sales#chart-existing-home-sales-vs-30yr-rate</a></p> <p><a href= "https://www.marketwatch.com/story/consumer-sentiment-drops-to-record-low-as-inflation-worries-grip-u-s-11656079725"> https://www.marketwatch.com/story/consumer-sentiment-drops-to-record-low-as-inflation-worries-grip-u-s-11656079725</a></p> <p><a href= "https://www.forbes.com/sites/darreonnadavis/2022/07/05/88-of-americans-say-us-is-on-wrong-track/"> https://www.forbes.com/sites/darreonnadavis/2022/07/05/88-of-americans-say-us-is-on-wrong-track/</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://twitter.com/BillAckman/status/1544057786065092609">https://twitter.com/BillAckman/status/1544057786065092609</a></p> <p><a href= "https://news.metal.com/newscontent/101881567/Turkey-Discovers-694-million-mt-of-Rare-Earth-Element-Reserves-with-Infrastructure-Construction-Starting-This-Year/"> https://news.metal.com/newscontent/101881567/Turkey-Discovers-694-million-mt-of-Rare-Earth-Element-Reserves-with-Infrastructure-Construction-Starting-This-Year/</a></p> <p><a href= "https://www.reuters.com/business/sustainable-business/eu-parliament-vote-green-gas-nuclear-rules-2022-07-06/"> https://www.reuters.com/business/sustainable-business/eu-parliament-vote-green-gas-nuclear-rules-2022-07-06/</a></p> <p><a href= "https://twitter.com/GretaThunberg/status/1544380486654590983">https://twitter.com/GretaThunberg/status/1544380486654590983</a></p> <p><a href= "https://mobile.twitter.com/Noahpinion/status/1544573867804348416">https://mobile.twitter.com/Noahpinion/status/1544573867804348416</a></p> <p><a href= "https://www.reuters.com/business/sustainable-business/eu-parliament-vote-green-gas-nuclear-rules-2022-07-06/"> https://www.reuters.com/business/sustainable-business/eu-parliament-vote-green-gas-nuclear-rules-2022-07-06/</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2022-07-01/jpmorgan-sees-stratospheric-380-oil-on-worst-case-russian-cut"> https://www.bloomberg.com/news/articles/2022-07-01/jpmorgan-sees-stratospheric-380-oil-on-worst-case-russian-cut</a></p> <p><a href= "https://abcnews.go.com/Business/wireStory/explainer-dutch-farmers-protesting-emissions-85848026"> https://abcnews.go.com/Business/wireStory/explainer-dutch-farmers-protesting-emissions-85848026</a></p> <p><a href= "https://www.amazon.com/The-Alchemy-of-Air-Thomas-Hager-audiobook/dp/B0046Y0BP0/ref=sr_1_1"> https://www.amazon.com/The-Alchemy-of-Air-Thomas-Hager-audiobook/dp/B0046Y0BP0/ref=sr_1_1</a></p> <p><a href= "https://www.monmouth.edu/polling-institute/reports/monmouthpoll_us_070522/"> https://www.monmouth.edu/polling-institute/reports/monmouthpoll_us_070522/</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2022-06-22/eurizon-fund-holds-unloved-assets-to-beat-peers-in-esg-market"> https://www.bloomberg.com/news/articles/2022-06-22/eurizon-fund-holds-unloved-assets-to-beat-peers-in-esg-market</a></p> <p><a href= "https://www.washingtonpost.com/world/2022/07/07/uk-boris-johnson-resignation/"> https://www.washingtonpost.com/world/2022/07/07/uk-boris-johnson-resignation/</a></p> <p><a href= "https://twitter.com/POTUS/status/1543263229006254080">https://twitter.com/POTUS/status/1543263229006254080</a></p> <p><a href= "https://twitter.com/JeffBezos/status/1543409762867494912">https://twitter.com/JeffBezos/status/1543409762867494912</a></p> <p><a href= "https://twitter.com/JeffBezos/status/1525309091970699265">https://twitter.com/JeffBezos/status/1525309091970699265</a></p> <p><a href= "https://twitter.com/chamath/status/1544370315379109888">https://twitter.com/chamath/status/1544370315379109888</a></p>