Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO

<p>(0:00) Bestie intros!</p> <p>(0:38) Election update: Dems energize around Kamala, policy questions remain</p> <p>(19:33) Trump's NABJ interview: smart or risky?</p> <p>(33:07) Markets expect rate cut in September, but are we already in a recession?</p> <p>(40:58) AI buildout causing short-term volatility</p> <p>(45:46) Assassination of Hamas leader Ismail Haniyeh: are we inching closer to war in the Middle East?</p> <p>(1:06:17) Bill Ackman withdraws Pershing Square USA IPO</p> <p>Follow the besties:</p> <p><a href= "https://twitter.com/chamath">https://twitter.com/chamath</a></p> <p><a href= "https://twitter.com/Jason">https://twitter.com/Jason</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 on X:</p> <p><a href= "https://twitter.com/theallinpod">https://twitter.com/theallinpod</a></p> <p>Follow on Instagram:</p> <p><a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a></p> <p>Follow on TikTok:</p> <p><a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a></p> <p>Follow on LinkedIn:</p> <p><a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</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.natesilver.net/p/nate-silver-2024-president-election-polls-model"> https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model</a></p> <p><a href= "https://www.foxnews.com/politics/harris-boycotts-netanyahu-snubs-israeli-leaders-wartime-address-give-sorority-speech"> https://www.foxnews.com/politics/harris-boycotts-netanyahu-snubs-israeli-leaders-wartime-address-give-sorority-speech</a></p> <p><a href= "https://nypost.com/2024/07/24/us-news/media-change-tune-on-calling-kamala-harris-border-czar-despite-giving-her-the-title"> https://nypost.com/2024/07/24/us-news/media-change-tune-on-calling-kamala-harris-border-czar-despite-giving-her-the-title</a></p> <p><a href= "https://x.com/jeffstorobinsky/status/1818722254542590012">https://x.com/jeffstorobinsky/status/1818722254542590012</a></p> <p><a href= "https://apnews.com/business/inflation-general-news-31d83873be23c658d66526745482d572"> https://apnews.com/business/inflation-general-news-31d83873be23c658d66526745482d572</a></p> <p><a href= "https://x.com/grdecter/status/1819362069797654784">https://x.com/grdecter/status/1819362069797654784</a></p> <p><a href= "https://www.wsj.com/economy/consumers/inflation-interest-rates-wealth-loans-51d4276e"> https://www.wsj.com/economy/consumers/inflation-interest-rates-wealth-loans-51d4276e</a></p> <p><a href= "https://www.foxbusiness.com/economy/initial-us-employment-reports-overstated-jobs"> https://www.foxbusiness.com/economy/initial-us-employment-reports-overstated-jobs</a></p> <p><a href= "https://www.foxbusiness.com/personal-finance/q1-gdp-slows-inflation-dips"> https://www.foxbusiness.com/personal-finance/q1-gdp-slows-inflation-dips</a></p> <p><a href= "https://finance.yahoo.com/news/amd-stock-jumps-after-earnings-beat-driven-by-ai-chip-sales-202456320.html"> https://finance.yahoo.com/news/amd-stock-jumps-after-earnings-beat-driven-by-ai-chip-sales-202456320.html</a></p> <p><a href= "https://www.cnbc.com/2024/07/31/nvidia-stock-up-after-microsoft-amd-quell-fears-ai-buildout-too-fast.html"> https://www.cnbc.com/2024/07/31/nvidia-stock-up-after-microsoft-amd-quell-fears-ai-buildout-too-fast.html</a></p> <p><a href= "https://www.ft.com/content/bad6ca0b-82fb-4ddb-b6b8-bd09dacd47ae">https://www.ft.com/content/bad6ca0b-82fb-4ddb-b6b8-bd09dacd47ae</a></p> <p><a href= "https://www.google.com/finance/quote/NVDA:NASDAQ">https://www.google.com/finance/quote/NVDA:NASDAQ</a></p> <p><a href= "https://www.google.com/finance/quote/META:NASDAQ">https://www.google.com/finance/quote/META:NASDAQ</a></p> <p><a href= "https://www.nytimes.com/2024/08/01/world/middleeast/how-hamas-leader-haniyeh-killed-iran-bomb.html"> https://www.nytimes.com/2024/08/01/world/middleeast/how-hamas-leader-haniyeh-killed-iran-bomb.html</a></p> <p><a href= "https://archive.nytimes.com/www.nytimes.com/interactive/2012/06/01/world/middleeast/how-a-secret-cyberwar-program-worked.html?hp"> https://archive.nytimes.com/www.nytimes.com/interactive/2012/06/01/world/middleeast/how-a-secret-cyberwar-program-worked.html?hp</a></p> <p><a href= "https://www.wsj.com/finance/investing/bill-ackman-pulls-investment-fund-ipo-after-shrinking-its-size-85ba1a17"> https://www.wsj.com/finance/investing/bill-ackman-pulls-investment-fund-ipo-after-shrinking-its-size-85ba1a17</a></p>