Episodes (Page 14)
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SoftBank's Vision Fund losses and market bubble signals are analyzed.
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Twitter subpoenas and market overview are discussed.
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US GDP contracted for second quarter, sparking recession debate and White House narrative control.
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Analysis of first-principle politics and cynicism within American political parties.
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Emerging markets and Sri Lanka's economic crisis are discussed in detail.
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Macroeconomic outlook covers jobs, housing, and inflation, with a focus on finding a market bottom.
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SBF's crypto bailouts and the state of the high-yield crypto lending market are assessed.
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Markets update focuses on Fed decisions, macro factors, and earnings estimate skepticism.
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Palmer Luckey discusses Anduril's role in national defense and current technological trends.
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Antonio Gracias shares insights on Tesla's early days, Elon Musk, and macroeconomic outlook.
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Miami Mayor Francis Suarez discusses the city's emergence as a tech hub.
Miami Mayor Francis Suarez
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Joe Lonsdale critiques higher education, emphasizing the importance of debate and truth-seeking.
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Tandice Urban discusses healthcare's customer service issues and potential solutions.
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James Litinsky on rare earths, supply chain, and energy independence.
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Mar Hershenson explores whether great founders are born or made.
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Nate Silver explains the psychology and decision-making of gamblers.
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Adena Hefets analyzes the current US housing market conditions.
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Greenwald and Taibbi discuss the evolving political landscape in America.
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Brad Gerstner joins for market insights and All-In Summit recap.
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Tim Urban on political discourse and high-rung vs. low-rung thinking.