E88: First principle politics, China chaos & outlook, state of private/public markets & more

<p>0:00 Bestie intros</p> <p>1:45 First principle politics, analyzing each party's cynicism</p> <p>48:07 Chaos in China: bank protests, housing protests, slowing economic and population growth, future outlook</p> <p>1:09:21 Automation and the impact of the information economy</p> <p>1:16:31 BlackRock loses $1.7T of investor money during H1 2021, state of private and public markets</p> <p>1:36:36 Amazon acquires One Medical</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/pelositracker_/status/1549535561718714368">https://twitter.com/pelositracker_/status/1549535561718714368</a></p> <p><a href= "https://www.politico.com/news/2022/07/20/biden-pelosi-trip-taiwan-china-military-00047031"> https://www.politico.com/news/2022/07/20/biden-pelosi-trip-taiwan-china-military-00047031</a></p> <p><a href= "https://www.wsj.com/articles/nancy-pelosis-taiwan-education-china-taipei-military-defense-11658265311"> https://www.wsj.com/articles/nancy-pelosis-taiwan-education-china-taipei-military-defense-11658265311</a></p> <p><a href= "https://www.reuters.com/world/us/china-warns-forceful-measures-if-us-house-speaker-pelosi-visits-taiwan-2022-07-19/"> https://www.reuters.com/world/us/china-warns-forceful-measures-if-us-house-speaker-pelosi-visits-taiwan-2022-07-19/</a></p> <p><a href= "https://www.tesla.com/blog/tesla-repays-department-energy-loan-nine-years-early"> https://www.tesla.com/blog/tesla-repays-department-energy-loan-nine-years-early</a></p> <p><a href= "https://housestockwatcher.com/summary_by_rep/Hon.%20Nancy%20Pelosi"> https://housestockwatcher.com/summary_by_rep/Hon.%20Nancy%20Pelosi</a></p> <p><a href= "https://www.thedailybeast.com/democrats-quietly-try-to-jam-nancy-pelosi-on-stock-trading-ban"> https://www.thedailybeast.com/democrats-quietly-try-to-jam-nancy-pelosi-on-stock-trading-ban</a></p> <p><a href= "https://poll.qu.edu/poll-release?releaseid=3852">https://poll.qu.edu/poll-release?releaseid=3852</a></p> <p><a href= "https://www.nytimes.com/2022/07/19/opinion/democrats-far-right-midterms.html"> https://www.nytimes.com/2022/07/19/opinion/democrats-far-right-midterms.html</a></p> <p><a href= "https://www.washingtonpost.com/politics/2022/07/19/trailer-desantis-beats-trump-democrats-bet-maga-more-lessons-latest-fundraising-quarter/"> https://www.washingtonpost.com/politics/2022/07/19/trailer-desantis-beats-trump-democrats-bet-maga-more-lessons-latest-fundraising-quarter/</a></p> <p><a href= "https://www.reuters.com/article/obama-abortion/obama-says-abortion-rights-law-not-a-top-priority-idUKN2946642020090430"> https://www.reuters.com/article/obama-abortion/obama-says-abortion-rights-law-not-a-top-priority-idUKN2946642020090430</a></p> <p><a href= "https://twitter.com/micsolana/status/1549868945640914951">https://twitter.com/micsolana/status/1549868945640914951</a></p> <p><a href= "https://www.washingtonpost.com/opinions/2022/07/18/spanish-language-media-disinformation/"> https://www.washingtonpost.com/opinions/2022/07/18/spanish-language-media-disinformation/</a></p> <p><a href= "https://www.nytimes.com/2022/07/19/world/asia/china-bank-scandal-protest.html"> https://www.nytimes.com/2022/07/19/world/asia/china-bank-scandal-protest.html</a></p> <p><a href= "https://twitter.com/WallStreetSilv/status/1549790086656581640">https://twitter.com/WallStreetSilv/status/1549790086656581640</a></p> <p> </p> <p><a href= "https://www.nytimes.com/interactive/2019/01/17/world/asia/china-population-crisis.html"> https://www.nytimes.com/interactive/2019/01/17/world/asia/china-population-crisis.html</a></p> <p><a href= "https://www.ft.com/content/91441aca-1665-4660-843f-9cf7222becff">https://www.ft.com/content/91441aca-1665-4660-843f-9cf7222becff</a></p> <p><a href= "https://datacommons.org/place/country/CHN">https://datacommons.org/place/country/CHN</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2022-06-22/china-housing-market-slowdown-drags-economy"> https://www.bloomberg.com/news/articles/2022-06-22/china-housing-market-slowdown-drags-economy</a></p> <p><a href= "https://www.wsj.com/articles/chinas-economic-distress-deepens-as-lockdowns-drag-on-11652703162"> https://www.wsj.com/articles/chinas-economic-distress-deepens-as-lockdowns-drag-on-11652703162</a></p> <p><a href= "https://www.bbc.com/future/article/20220531-why-chinas-population-is-shrinking"> https://www.bbc.com/future/article/20220531-why-chinas-population-is-shrinking</a></p> <p><a href= "https://data.worldbank.org/indicator/sp.dyn.tfrt.in?locations=cn">https://data.worldbank.org/indicator/sp.dyn.tfrt.in?locations=cn</a></p> <p><a href= "https://www.wsj.com/articles/xi-jinping-aims-to-rein-in-chinese-capitalism-hew-to-maos-socialist-vision-11632150725"> https://www.wsj.com/articles/xi-jinping-aims-to-rein-in-chinese-capitalism-hew-to-maos-socialist-vision-11632150725</a></p> <p><a href= "https://www.thinkadvisor.com/2022/07/20/how-blackrock-lost-1-7t-of-clients-money/"> https://www.thinkadvisor.com/2022/07/20/how-blackrock-lost-1-7t-of-clients-money/</a></p> <p><a href= "https://www.nytimes.com/2022/07/21/business/amazon-one-medical-deal.html"> https://www.nytimes.com/2022/07/21/business/amazon-one-medical-deal.html</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2022-07-21/ex-coinbase-manager-arrested-in-us-crypto-insider-trading-case"> https://www.bloomberg.com/news/articles/2022-07-21/ex-coinbase-manager-arrested-in-us-crypto-insider-trading-case</a></p> <p> </p>