E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more
All-In with Chamath, Jason, Sacks & Friedberg
0:00 Bestie intros!
1:41 Emerging markets, Sri Lanka break down
36:01 9.1% CPI print
48:15 Current market sentiments from retail and institutional investors
1:05:00 NASA's Webb telescope images
1:15:57 Beagle rescue, Biden admin's lack of private sector experience, Russia's new energy play
BEAGLE RESCUE INFO:
cnn.com/2022/07/12/us/beagles-virgini...
nytimes.com/2022/07/12/us/envigo-beag...
humanesociety.org/beaglerescue
Follow the besties:
Follow the pod:
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
data.worldbank.org/indicator/NY.GDP.M...
wsj.com/articles/rising-inflation-and...
cnn.com/asia/live-news/sri-lanka-prot...
reuters.com/markets/europe/emerging-m...
worldpopulationreview.com/countries/c...
reuters.com/markets/commodities/ferti...
weforum.org/agenda/2016/02/what-next-...
nytimes.com/2021/12/07/world/asia/sri...
bloomberg.com/news/articles/2022-07-0...
datareportal.com/reports/digital-2022...
michaelshellenberger.substack.com/p/g...
scmp.com/news/china/diplomacy/article...
scmp.com/news/china/diplomacy/article...
forbes.com/sites/rufaskamau/2022/07/1...
tradingeconomics.com/united-states/in...
fredblog.stlouisfed.org/2014/04/the-t...
fred.stlouisfed.org/series/DGS10
nbcnews.com/data-graphics/compare-pho...
wsj.com/articles/nasa-james-webb-spac...
Raw Description
<p>0:00 Bestie intros!</p> <p>1:41 Emerging markets, Sri Lanka break down</p> <p>36:01 9.1% CPI print</p> <p>48:15 Current market sentiments from retail and institutional investors</p> <p>1:05:00 NASA's Webb telescope images</p> <p>1:15:57 Beagle rescue, Biden admin's lack of private sector experience, Russia's new energy play</p> <p>BEAGLE RESCUE INFO:</p> <p><a href= "https://www.cnn.com/2022/07/12/us/beagles-virginia-facility-rescue/index.html"> https://www.cnn.com/2022/07/12/us/beagles-virginia-facility-rescue/index.html</a></p> <p><a href= "https://www.nytimes.com/2022/07/12/us/envigo-beagles-breeder-adoption.html"> https://www.nytimes.com/2022/07/12/us/envigo-beagles-breeder-adoption.html</a></p> <p><a href= "https://www.humanesociety.org/beaglerescue">https://www.humanesociety.org/beaglerescue</a></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://data.worldbank.org/indicator/NY.GDP.MKTP.KD.ZG?end=2021&locations=VN-US-CN&start=1984&view=chart"> https://data.worldbank.org/indicator/NY.GDP.MKTP.KD.ZG?end=2021&locations=VN-US-CN&start=1984&view=chart</a></p> <p><a href= "https://www.wsj.com/articles/rising-inflation-and-interest-rates-heap-pressure-on-emerging-markets-11655544600"> https://www.wsj.com/articles/rising-inflation-and-interest-rates-heap-pressure-on-emerging-markets-11655544600</a></p> <p><a href= "https://www.cnn.com/asia/live-news/sri-lanka-protests-07-13-22-intl/index.html"> https://www.cnn.com/asia/live-news/sri-lanka-protests-07-13-22-intl/index.html</a></p> <p><a href= "https://www.reuters.com/markets/europe/emerging-markets-drive-global-debt-record-303-trillion-iif-2022-02-23/"> https://www.reuters.com/markets/europe/emerging-markets-drive-global-debt-record-303-trillion-iif-2022-02-23/</a></p> <p><a href= "https://worldpopulationreview.com/countries/countries-by-gdp">https://worldpopulationreview.com/countries/countries-by-gdp</a></p> <p><a href= "https://www.reuters.com/markets/commodities/fertiliser-ban-decimates-sri-lankan-crops-government-popularity-ebbs-2022-03-03"> https://www.reuters.com/markets/commodities/fertiliser-ban-decimates-sri-lankan-crops-government-popularity-ebbs-2022-03-03</a></p> <p><a href= "https://www.weforum.org/agenda/2016/02/what-next-for-sri-lanka/">https://www.weforum.org/agenda/2016/02/what-next-for-sri-lanka/</a></p> <p><a href= "https://www.nytimes.com/2021/12/07/world/asia/sri-lanka-organic-farming-fertilizer.html"> https://www.nytimes.com/2021/12/07/world/asia/sri-lanka-organic-farming-fertilizer.html</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2022-07-05/sri-lanka-aims-to-stop-money-printing-as-inflation-nears-60"> https://www.bloomberg.com/news/articles/2022-07-05/sri-lanka-aims-to-stop-money-printing-as-inflation-nears-60</a></p> <p><a href= "https://twitter.com/chamath/status/561467714485514240">https://twitter.com/chamath/status/561467714485514240</a></p> <p><a href= "https://datareportal.com/reports/digital-2022-sri-lanka">https://datareportal.com/reports/digital-2022-sri-lanka</a></p> <p><a href= "https://michaelshellenberger.substack.com/p/green-dogma-behind-fall-of-sri-lanka"> https://michaelshellenberger.substack.com/p/green-dogma-behind-fall-of-sri-lanka</a></p> <p><a href= "https://www.scmp.com/news/china/diplomacy/article/3134224/why-china-building-gleaming-new-government-facilities-africa"> https://www.scmp.com/news/china/diplomacy/article/3134224/why-china-building-gleaming-new-government-facilities-africa</a></p> <p><a href= "https://www.scmp.com/news/china/diplomacy/article/2186970/how-presidential-palace-burundi-fits-chinas-plans-africa"> https://www.scmp.com/news/china/diplomacy/article/2186970/how-presidential-palace-burundi-fits-chinas-plans-africa</a></p> <p><a href= "https://www.forbes.com/sites/rufaskamau/2022/07/11/inflation-protests-span-sri-lanka-albania-argentina-panama-kenya-ghanahow-long-before-they-hit-the-united-states/"> https://www.forbes.com/sites/rufaskamau/2022/07/11/inflation-protests-span-sri-lanka-albania-argentina-panama-kenya-ghanahow-long-before-they-hit-the-united-states/</a></p> <p><a href= "https://tradingeconomics.com/united-states/inflation-cpi">https://tradingeconomics.com/united-states/inflation-cpi</a></p> <p><a href= "https://www.redfin.com/news/data-center/">https://www.redfin.com/news/data-center/</a></p> <p><a href= "https://fredblog.stlouisfed.org/2014/04/the-taylor-rule/">https://fredblog.stlouisfed.org/2014/04/the-taylor-rule/</a></p> <p><a href= "https://fred.stlouisfed.org/series/DGS10">https://fred.stlouisfed.org/series/DGS10</a></p> <p><a href= "https://www.nbcnews.com/data-graphics/compare-photos-nasas-james-webb-space-telescope-hubble-space-telescope-rcna37875"> https://www.nbcnews.com/data-graphics/compare-photos-nasas-james-webb-space-telescope-hubble-space-telescope-rcna37875</a></p> <p><a href= "https://www.wsj.com/articles/nasa-james-webb-space-telescope-greg-robinson-images-11657137487"> https://www.wsj.com/articles/nasa-james-webb-space-telescope-greg-robinson-images-11657137487</a></p> <p><a href= "https://www.google.com/finance/quote/NOTV:NASDAQ">https://www.google.com/finance/quote/NOTV:NASDAQ</a></p> <p><a href= "https://www.wsj.com/articles/no-business-experience-needed-joe-biden-white-house-officials-committee-to-unleash-prosperity-report-11657661328"> https://www.wsj.com/articles/no-business-experience-needed-joe-biden-white-house-officials-committee-to-unleash-prosperity-report-11657661328</a></p>
Chapters (1/6)
Show Notes
0:00 Bestie intros!
1:41 Emerging markets, Sri Lanka break down
36:01 9.1% CPI print
48:15 Current market sentiments from retail and institutional investors
1:05:00 NASA's Webb telescope images
1:15:57 Beagle rescue, Biden admin's lack of private sector experience, Russia's new energy play
BEAGLE RESCUE INFO:
cnn.com/2022/07/12/us/beagles-virgini...
nytimes.com/2022/07/12/us/envigo-beag...
humanesociety.org/beaglerescue
Follow the besties:
Follow the pod:
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
data.worldbank.org/indicator/NY.GDP.M...
wsj.com/articles/rising-inflation-and...
cnn.com/asia/live-news/sri-lanka-prot...
reuters.com/markets/europe/emerging-m...
worldpopulationreview.com/countries/c...
reuters.com/markets/commodities/ferti...
weforum.org/agenda/2016/02/what-next-...
nytimes.com/2021/12/07/world/asia/sri...
bloomberg.com/news/articles/2022-07-0...
datareportal.com/reports/digital-2022...
michaelshellenberger.substack.com/p/g...
scmp.com/news/china/diplomacy/article...
scmp.com/news/china/diplomacy/article...
forbes.com/sites/rufaskamau/2022/07/1...
tradingeconomics.com/united-states/in...
fredblog.stlouisfed.org/2014/04/the-t...
fred.stlouisfed.org/series/DGS10
nbcnews.com/data-graphics/compare-pho...
wsj.com/articles/nasa-james-webb-spac...
Raw Description
<p>0:00 Bestie intros!</p> <p>1:41 Emerging markets, Sri Lanka break down</p> <p>36:01 9.1% CPI print</p> <p>48:15 Current market sentiments from retail and institutional investors</p> <p>1:05:00 NASA's Webb telescope images</p> <p>1:15:57 Beagle rescue, Biden admin's lack of private sector experience, Russia's new energy play</p> <p>BEAGLE RESCUE INFO:</p> <p><a href= "https://www.cnn.com/2022/07/12/us/beagles-virginia-facility-rescue/index.html"> https://www.cnn.com/2022/07/12/us/beagles-virginia-facility-rescue/index.html</a></p> <p><a href= "https://www.nytimes.com/2022/07/12/us/envigo-beagles-breeder-adoption.html"> https://www.nytimes.com/2022/07/12/us/envigo-beagles-breeder-adoption.html</a></p> <p><a href= "https://www.humanesociety.org/beaglerescue">https://www.humanesociety.org/beaglerescue</a></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://data.worldbank.org/indicator/NY.GDP.MKTP.KD.ZG?end=2021&locations=VN-US-CN&start=1984&view=chart"> https://data.worldbank.org/indicator/NY.GDP.MKTP.KD.ZG?end=2021&locations=VN-US-CN&start=1984&view=chart</a></p> <p><a href= "https://www.wsj.com/articles/rising-inflation-and-interest-rates-heap-pressure-on-emerging-markets-11655544600"> https://www.wsj.com/articles/rising-inflation-and-interest-rates-heap-pressure-on-emerging-markets-11655544600</a></p> <p><a href= "https://www.cnn.com/asia/live-news/sri-lanka-protests-07-13-22-intl/index.html"> https://www.cnn.com/asia/live-news/sri-lanka-protests-07-13-22-intl/index.html</a></p> <p><a href= "https://www.reuters.com/markets/europe/emerging-markets-drive-global-debt-record-303-trillion-iif-2022-02-23/"> https://www.reuters.com/markets/europe/emerging-markets-drive-global-debt-record-303-trillion-iif-2022-02-23/</a></p> <p><a href= "https://worldpopulationreview.com/countries/countries-by-gdp">https://worldpopulationreview.com/countries/countries-by-gdp</a></p> <p><a href= "https://www.reuters.com/markets/commodities/fertiliser-ban-decimates-sri-lankan-crops-government-popularity-ebbs-2022-03-03"> https://www.reuters.com/markets/commodities/fertiliser-ban-decimates-sri-lankan-crops-government-popularity-ebbs-2022-03-03</a></p> <p><a href= "https://www.weforum.org/agenda/2016/02/what-next-for-sri-lanka/">https://www.weforum.org/agenda/2016/02/what-next-for-sri-lanka/</a></p> <p><a href= "https://www.nytimes.com/2021/12/07/world/asia/sri-lanka-organic-farming-fertilizer.html"> https://www.nytimes.com/2021/12/07/world/asia/sri-lanka-organic-farming-fertilizer.html</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2022-07-05/sri-lanka-aims-to-stop-money-printing-as-inflation-nears-60"> https://www.bloomberg.com/news/articles/2022-07-05/sri-lanka-aims-to-stop-money-printing-as-inflation-nears-60</a></p> <p><a href= "https://twitter.com/chamath/status/561467714485514240">https://twitter.com/chamath/status/561467714485514240</a></p> <p><a href= "https://datareportal.com/reports/digital-2022-sri-lanka">https://datareportal.com/reports/digital-2022-sri-lanka</a></p> <p><a href= "https://michaelshellenberger.substack.com/p/green-dogma-behind-fall-of-sri-lanka"> https://michaelshellenberger.substack.com/p/green-dogma-behind-fall-of-sri-lanka</a></p> <p><a href= "https://www.scmp.com/news/china/diplomacy/article/3134224/why-china-building-gleaming-new-government-facilities-africa"> https://www.scmp.com/news/china/diplomacy/article/3134224/why-china-building-gleaming-new-government-facilities-africa</a></p> <p><a href= "https://www.scmp.com/news/china/diplomacy/article/2186970/how-presidential-palace-burundi-fits-chinas-plans-africa"> https://www.scmp.com/news/china/diplomacy/article/2186970/how-presidential-palace-burundi-fits-chinas-plans-africa</a></p> <p><a href= "https://www.forbes.com/sites/rufaskamau/2022/07/11/inflation-protests-span-sri-lanka-albania-argentina-panama-kenya-ghanahow-long-before-they-hit-the-united-states/"> https://www.forbes.com/sites/rufaskamau/2022/07/11/inflation-protests-span-sri-lanka-albania-argentina-panama-kenya-ghanahow-long-before-they-hit-the-united-states/</a></p> <p><a href= "https://tradingeconomics.com/united-states/inflation-cpi">https://tradingeconomics.com/united-states/inflation-cpi</a></p> <p><a href= "https://www.redfin.com/news/data-center/">https://www.redfin.com/news/data-center/</a></p> <p><a href= "https://fredblog.stlouisfed.org/2014/04/the-taylor-rule/">https://fredblog.stlouisfed.org/2014/04/the-taylor-rule/</a></p> <p><a href= "https://fred.stlouisfed.org/series/DGS10">https://fred.stlouisfed.org/series/DGS10</a></p> <p><a href= "https://www.nbcnews.com/data-graphics/compare-photos-nasas-james-webb-space-telescope-hubble-space-telescope-rcna37875"> https://www.nbcnews.com/data-graphics/compare-photos-nasas-james-webb-space-telescope-hubble-space-telescope-rcna37875</a></p> <p><a href= "https://www.wsj.com/articles/nasa-james-webb-space-telescope-greg-robinson-images-11657137487"> https://www.wsj.com/articles/nasa-james-webb-space-telescope-greg-robinson-images-11657137487</a></p> <p><a href= "https://www.google.com/finance/quote/NOTV:NASDAQ">https://www.google.com/finance/quote/NOTV:NASDAQ</a></p> <p><a href= "https://www.wsj.com/articles/no-business-experience-needed-joe-biden-white-house-officials-committee-to-unleash-prosperity-report-11657661328"> https://www.wsj.com/articles/no-business-experience-needed-joe-biden-white-house-officials-committee-to-unleash-prosperity-report-11657661328</a></p>