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E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more

Published 2 years, 1 month ago
Description

(0:00) Bestie intros!

(1:37) Markets rip on strong economic data

(17:05) Media's broken business model, death spiral

(35:47) Texas defies the Biden Admin on the Southern Border after SCOTUS votes in favor of the federal government

(1:04:18) Ethics of publishing non-public financial data

(1:13:07) Fintech's reckoning

(1:26:27) ARkStorm 2.0

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.cnbc.com/2024/01/25/gdp-q4-2023-the-us-economy-grew-at-a-3point3percent-pace-in-the-fourth-quarter.html

https://www.barrons.com/livecoverage/stock-market-today-012524

https://abcnews.go.com/Business/dow-closes-above-38000-record-high/story?id=106576234

https://www.cnbc.com/2024/01/11/cpi-inflation-report-december-2023-consumer-prices-rose-0point3percent-in-december-higher-than-expected-pushing-the-annual-rate-to-3point4percent.html

https://www.nytimes.com/2024/01/05/business/economy/jobs-report-december-2023.html

https://finance.yahoo.com/news/gas-prices-national-average-hit-by-mid-winter-blahs-on-way-to-3gallon-165833984.html

https://www.cnbc.com/2024/01/24/tesla-tsla-earnings-q4-2023.html

https://www.federalreserve.gov/newsevents/pressreleases/monetary20240124a.htm

https://www.bloomberg.com/news/articles/2024-01-23/china-mulls-stock-market-rescue-package-backed-by-278-billion

https://twitter.com/paulkrugman/status/1750529905627128154

https://fiscaldata.treasury.gov/americas-finance-guide/national-debt

https://twitter.com/RealEJAntoni/status/1750537238578930101

https://news.gallup.com/poll/266807/percentage-americans-owns-stock.aspx

https://fred.stlouisfed.org/series/FEDFUNDS

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