• Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz

  • Aug 9 2024
  • Duración: 1 h y 44 m
  • Podcast

Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz

Escúchala gratis

Ver detalles del espectáculo

  • Resumen

  • (0:00) Bestie intros: Jason is back from COVID! (3:55) Yen carry trade unravels, Japan's unique economic issues (27:22) Recession odds growing, is the US already in a "lowkey recession"? (45:46) Why Buffett is selling Apple and massively increasing Berkshire's cash position (55:54) Major antitrust ruling against Google, predicting outcomes (1:22:41) Kamala picks Minnesota Governor Tim Walz as her running mate Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod 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.wsj.com/health/wellness/covid-guidelines-2024-cdc-symptoms-contagious-cdefb6b8 https://tradingeconomics.com/japan/interest-rate https://pebblewriter.com/the-yen-carry-trade-explained https://www.statista.com/statistics/604424/median-age-of-the-population-in-japan https://www.reuters.com/markets/asia/japans-nov-core-consumer-inflation-hits-fresh-40-year-high-2022-12-22 https://x.com/GoldmanSachs/status/1793998451291615316 https://www.wsj.com/economy/central-banking/boj-wont-raise-rates-when-markets-are-unstable-deputy-gov-says-6f4bf962 https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html https://www.wsj.com/finance/the-u-s-government-will-soon-spend-more-on-interest-payments-than-defense-ee6fbeec https://www.nytimes.com/2024/07/10/business/archegos-bill-hwang-guilty.html https://www.bloomberg.com/news/articles/2024-08-08/jpmorgan-says-three-quarters-of-global-carry-trades-now-unwound https://www.cnbc.com/2024/08/02/job-growth-totals-114000-in-july-much-less-than-expected-as-unemployment-rate-rises-to-4point3percent.html https://fred.stlouisfed.org/series/UNRATE https://polymarket.com/event/how-many-fed-rate-cuts-this-year https://www.google.com/finance/quote/.DJI:INDEXDJX https://www.google.com/finance/quote/SPY:NYSEARCA https://www.google.com/finance/quote/.IXIC:INDEXNASDAQ https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-08-07-2024/card/airbnb-stock-slides-after-rental-company-warns-of-slowing-u-s-demand-inf2c6emjcl5KI7KmkfR https://www.google.com/finance/quote/ABNB:NASDAQ https://x.com/RealEJAntoni/status/1799085407394845087 https://www.forbes.com/sites/gurufocus/2024/02/15/warren-buffett-bolsters-chevron-stake-revealing-key-q4-moves https://www.google.com/finance/quote/AAPL:NASDAQ https://www.ft.com/content/2aa3b542-d4e4-4afb-8d81-89bb734d7b17 https://www.documentcloud.org/documents/25032786-googleruling https://x.com/Jason/status/1820823406503157764 https://x.com/chamath/status/1817893425137508474 https://www.vox.com/2018/10/31/18039528/tech-employees-politics-liberal-employers-candidates https://www.natesilver.net/p/tim-walz-is-a-minnesota-nice-choice https://x.com/NickFondacaro/status/1820840411335737852 https://x.com/KamalaHQ/status/1820918063966962143 https://amp.cnn.com/cnn/2024/08/06/politics/tim-walz-inside-harris-vp-pick https://www.nytimes.com/2024/08/07/us/politics/vance-walz-military-record.html https://x.com/PokerGO/status/1818836856890704291
    Más Menos
Liderazgo Economía
Más Menos

Lo que los oyentes dicen sobre Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz

Calificaciones medias de los clientes

Reseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.

Reseñas de Audible.com

Opiniones de Amazon
No hay comentarios disponibles