Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks

<p>(0:00) Bestie intros!</p> <p>(3:49) Announcement: Besties are hosting The All-In Holiday Spectacular in San Francisco on December 7th! Get tickets: <a href= "https://allin.com/events">https://allin.com/events</a></p> <p>(9:08) Macro and markets: making sense of unique asset diversions</p> <p>(27:23) Gen Z's economic cultural movements</p> <p>(38:28) Reallocating assets for a new period of constraints</p> <p>(53:52) Election update: Data leans Trump as we enter the home stretch</p> <p>(1:19:01) Is Starbucks fixable? Or has it hit market saturation?</p> <p>Get tickets to The All-In Holiday Spectacular:</p> <p><a href= "https://allin.com/events">https://allin.com/events</a></p> <p>Follow the besties:</p> <p><a href="https://x.com/chamath">https://x.com/chamath</a></p> <p><a href="https://x.com/Jason">https://x.com/Jason</a></p> <p><a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a></p> <p><a href= "https://x.com/friedberg">https://x.com/friedberg</a></p> <p>Follow on X:</p> <p><a href= "https://x.com/theallinpod">https://x.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://x.com/yung_spielburg">https://x.com/yung_spielburg</a></p> <p>Intro Video Credit:</p> <p><a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a></p> <p>Referenced in the show:</p> <p><a href= "https://allin.com/events">https://allin.com/events</a></p> <p><a href= "https://fred.stlouisfed.org/series/DGS10">https://fred.stlouisfed.org/series/DGS10</a></p> <p><a href= "https://www.google.com/finance/quote/GCW00:COMEX">https://www.google.com/finance/quote/GCW00:COMEX</a></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/BTC-USD">https://www.google.com/finance/quote/BTC-USD</a></p> <p><a href= "https://www.cnbc.com/2024/10/22/tudor-jones-is-long-gold-and-bitcoin-as-hedge-fund-titan-believes-all-roads-lead-to-inflation.html"> https://www.cnbc.com/2024/10/22/tudor-jones-is-long-gold-and-bitcoin-as-hedge-fund-titan-believes-all-roads-lead-to-inflation.html</a></p> <p><a href= "https://www.marketwatch.com/story/stanley-druckenmiller-says-hes-shorting-u-s-bonds-and-staying-out-of-china-1fcf751e"> https://www.marketwatch.com/story/stanley-druckenmiller-says-hes-shorting-u-s-bonds-and-staying-out-of-china-1fcf751e</a></p> <p><a href= "https://www.cnbc.com/2024/10/10/cpi-inflation-september-2024.html"> https://www.cnbc.com/2024/10/10/cpi-inflation-september-2024.html</a></p> <p><a href= "https://fred.stlouisfed.org/series/A091RC1Q027SBEA">https://fred.stlouisfed.org/series/A091RC1Q027SBEA</a></p> <p><a href= "https://news.bloomberglaw.com/daily-tax-report-international/uk-budget-fears-push-owners-to-close-firms-to-avoid-tax-hikes"> https://news.bloomberglaw.com/daily-tax-report-international/uk-budget-fears-push-owners-to-close-firms-to-avoid-tax-hikes</a></p> <p><a href= "https://www.banque-france.fr/en/statistics/compagnies/business-failures-france-2024-09"> https://www.banque-france.fr/en/statistics/compagnies/business-failures-france-2024-09</a></p> <p><a href= "https://www.reuters.com/markets/brazil-inflation-expectations-above-target-says-cenbank-director-picchetti-2024-10-23"> https://www.reuters.com/markets/brazil-inflation-expectations-above-target-says-cenbank-director-picchetti-2024-10-23</a></p> <p><a href= "https://www.cnbc.com/2024/09/14/more-than-half-of-gen-z-want-to-be-influencers-but-its-constant.html"> https://www.cnbc.com/2024/09/14/more-than-half-of-gen-z-want-to-be-influencers-but-its-constant.html</a></p> <p><a href= "https://pro.morningconsult.com/analyst-reports/influencer-marketing-trends-report"> https://pro.morningconsult.com/analyst-reports/influencer-marketing-trends-report</a></p> <p><a href= "https://www.longtermtrends.net/market-cap-to-gdp-the-buffett-indicator"> https://www.longtermtrends.net/market-cap-to-gdp-the-buffett-indicator</a></p> <p><a href= "https://www.oaktreecapital.com/insights/memo/ruminating-on-asset-allocation"> https://www.oaktreecapital.com/insights/memo/ruminating-on-asset-allocation</a></p> <p><a href= "https://www.macrotrends.net/2577/sp-500-pe-ratio-price-to-earnings-chart"> https://www.macrotrends.net/2577/sp-500-pe-ratio-price-to-earnings-chart</a></p> <p><a href= "https://www.realclearpolling.com/polls/president/general/2024/trump-vs-harris"> https://www.realclearpolling.com/polls/president/general/2024/trump-vs-harris</a></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.nytimes.com/2024/10/23/opinion/election-polls-results-trump-harris.html"> https://www.nytimes.com/2024/10/23/opinion/election-polls-results-trump-harris.html</a></p> <p><a href= "https://www.cnbc.com/2024/10/24/polymarket-trump-french-election-bet.html"> https://www.cnbc.com/2024/10/24/polymarket-trump-french-election-bet.html</a></p> <p><a href= "https://x.com/scubaryan_/status/1848072120699625968">https://x.com/scubaryan_/status/1848072120699625968</a></p> <p><a href= "https://www.cnn.com/2024/10/23/politics/video/border-wall-kamala-harris-cnn-town-hall-digvid"> https://www.cnn.com/2024/10/23/politics/video/border-wall-kamala-harris-cnn-town-hall-digvid</a></p> <p><a href= "https://x.com/justintrudeau/status/1849467713711710699">https://x.com/justintrudeau/status/1849467713711710699</a></p> <p><a href= "https://x.com/scubaryan_/status/1848072120699625968">https://x.com/scubaryan_/status/1848072120699625968</a></p> <p><a href= "https://awfulannouncing.com/barstool/dave-portnoy-turned-down-kamala-harris-interview.html"> https://awfulannouncing.com/barstool/dave-portnoy-turned-down-kamala-harris-interview.html</a></p> <p><a href= "https://investor.starbucks.com/news/financial-releases/news-details/2024/Starbucks-Reports-Preliminary-Q4-and-Full-Fiscal-Year-2024-Results/default.aspx"> https://investor.starbucks.com/news/financial-releases/news-details/2024/Starbucks-Reports-Preliminary-Q4-and-Full-Fiscal-Year-2024-Results/default.aspx</a></p>