Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
This episode explores the intersection of macroeconomics, tech investment strategies, and the evolving landscape of AI, featuring a panel of experts dissecting recent market trends and future opportunities. Against the backdrop of steady Fed rates and potential stagflation, the discussion navigates consumer sentiment v...
This episode explores American energy independence and dominance, particularly in the context of growing global energy demand and geopolitical challenges. The conversation begins with a tour of the Cheniere LNG facility, the second-largest LNG export facility in the world, highlighting its transformation from an import...
This episode explores the first 100 days of the Trump administration, focusing on its economic policies and their impact on various sectors. Against the backdrop of significant policy changes, including tariffs on Chinese goods and a shift in the cultural climate surrounding wokeism and DEI, the panelists debate the ad...
This episode explores the complexities of US-China trade relations and their impact on global markets, against the backdrop of a recent market rally. The panelists debate whether this rally signifies a "Bessent put"—government intervention to support markets—or reflects a shift in trade negotiations initiated by the T...
This episode explores the complex interplay between US-China trade relations, technological advancements in AI, and the implications for global power dynamics. Against the backdrop of escalating export restrictions on AI chips, the panelists delve into the strategic implications of these measures, debating whether the...
This episode explores the economic and political ramifications of the Trump administration's tariff policies. Against the backdrop of the recent "Liberation Day" and subsequent market volatility, the panel discusses the impact of tariffs on the US economy, with Larry Summers emphasizing the significant negative consequ...
This episode explores the issue of fraudulent Social Security number issuance and its implications for American society. Against the backdrop of a presentation by Antonio Gracias, a volunteer working within the Trump administration, the panel delves into a chart revealing a dramatic surge in Social Security numbers iss...
This episode explores the evolution of the creator economy and the various paths to monetization for content creators. Against the backdrop of the "podcast election," where major media companies are responding to the rise of independent creators, the hosts discuss the shift from short-form to long-form content and the ...
This episode explores the multifaceted implications of AI advancements, particularly focusing on Nvidia's market dominance and the burgeoning Neo cloud computing sector. Against the backdrop of Nvidia's significant product transition and resulting high accounts receivable, the panelists analyze the company's strategic...
This podcast episode features a panel discussion primarily focused on a recent trip the hosts took to the White House, detailing their experiences and interactions with various officials. The conversation then shifts to broader topics including the current economic climate, the state of the Democratic Party, and the i...
This podcast features an interview with Howard Lutnick, who discusses his involvement in the Trump 2024 presidential campaign, specifically his role in the transition team and his collaboration with Elon Musk on a plan to balance the US budget. The conversation covers Lutnick's long-standing friendship with Trump, his...
This podcast features an interview with Scott Bessent, the 79th Secretary of the Treasury, focusing on the current US economic situation, particularly the high national debt and deficit. The discussion covers Bessent's background in macro investing, his perspective on the Biden administration's economic policies, and ...
This All-In Podcast episode features a panel discussion with comedian Andrew Schulz and the show's regular hosts, primarily revolving around fertility treatments, political commentary on Gavin Newsom's podcast, and economic policy discussions, particularly concerning tariffs and their impact. The conversation jumps ...
This All-In podcast episode centers on a multifaceted discussion among the hosts and guests, primarily focusing on President Trump's fluctuating tariff policies and their market impacts. The conversation branches into related topics including the implications for fentanyl trafficking, the potential shift from income t...
This podcast episode of "All-In" features a panel discussion among Jason Calacanis, Chamath Palihapitiya, and David Friedberg. The conversation covers David Friedberg's win on Celebrity Jeopardy!, an analysis of the economic implications of recent political decisions (including potential tariffs and spending cuts), a...
This podcast features a panel discussion primarily focused on Stripe, a payment processing company, and its business model. The discussion covers Stripe's massive transaction volume, its expansion into stablecoins and other financial services, and its approach to remote work and organizational efficiency. The panelis...
This podcast features a panel discussion primarily focused on the impact of AI on the job market and the implications for US policy. The conversation begins with reflections on a recent JD Vance speech on AI, then transitions into a debate on the potential for job displacement versus job creation due to AI. Specific ...
This podcast episode of "All-In" centers on the newly formed Department of Government Efficiency (DOGE) and its investigation into the United States Agency for International Development (USAID). The discussion unfolds in three parts: an explanation of USAID's function, a review of questionable USAID spending (e.g., fu...
This panel discussion podcast centers on the rapid advancements in AI, particularly focusing on the emergence of a Chinese AI model, R1, and its implications for the global AI landscape. The discussion begins with an introduction of the guests and a brief overview of CloudKitchens, then transitions to a detailed analys...
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