All-In Podcast | E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more @allin | Uploaded March 2023 | Updated October 2024, 10 minutes ago.
(0:00) Bestie intro!
(2:58) Fed hikes 25 bps
(32:35) Balaji bets on Bitcoin $1M, predictions for hyperinflation, crypto crackdown in the US
(54:27) Should the commercial real estate sector receive a similar treatment as regional banks? Math and solutions on 100% FDIC insurance
(1:16:04) TikTok CEO grilled by US lawmakers: What is TikTok's endgame in the US?
(1:25:46) Relativity Space shoutout and bestie wrap!
Follow the besties:
twitter.com/chamath
https://linktr.ee/calacanis
twitter.com/DavidSacks
twitter.com/friedberg
Follow the pod:
twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
twitter.com/yung_spielburg
Intro Video Credit:
twitter.com/TheZachEffect
Referenced in the show:
wsj.com/articles/fed-raises-rates-but-nods-to-greater-uncertainty-after-banking-stress-6ae9316f
twitter.com/scottrechler/status/1638534824808923136
wsj.com/articles/commercial-property-debt-creates-more-bank-worries-b36184ba
twitter.com/elonmusk/status/1636928718173003776
fred.stlouisfed.org/series/WGS10YR
papers.ssrn.com/sol3/papers.cfm?abstract_id=4387676
sfgate.com/business/article/Pinterest-terminate-SF-office-lease-88-Bluxome-15525421.php
twitter.com/boazweinstein/status/1638964105917890561
twitter.com/mr_derivatives/status/1638772846326583296
twitter.com/DavidSacks/status/1638957986138959873
twitter.com/balajis/status/1636797265317867520
twitter.com/balajis/status/1222921758375927808
thehill.com/opinion/finance/3911036-how-to-escape-the-trap-of-the-clean-debt-ceiling-vote
cnbc.com/2023/03/22/coinbase-warned-by-sec-of-potential-securities-charges.html
piratewires.com/p/2023-banking-crisis
twitter.com/balajis/status/1448455115271143424
https://www.presidency.ucsb.edu/documents/executive-order-6102-requiring-gold-coin-gold-bullion-and-gold-certificates-be-delivered
twitter.com/markgags/status/802597908033966081
twitter.com/relativityspace/status/1638753739128315906
#allin #tech #news
(0:00) Bestie intro!
(2:58) Fed hikes 25 bps
(32:35) Balaji bets on Bitcoin $1M, predictions for hyperinflation, crypto crackdown in the US
(54:27) Should the commercial real estate sector receive a similar treatment as regional banks? Math and solutions on 100% FDIC insurance
(1:16:04) TikTok CEO grilled by US lawmakers: What is TikTok's endgame in the US?
(1:25:46) Relativity Space shoutout and bestie wrap!
Follow the besties:
twitter.com/chamath
https://linktr.ee/calacanis
twitter.com/DavidSacks
twitter.com/friedberg
Follow the pod:
twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
twitter.com/yung_spielburg
Intro Video Credit:
twitter.com/TheZachEffect
Referenced in the show:
wsj.com/articles/fed-raises-rates-but-nods-to-greater-uncertainty-after-banking-stress-6ae9316f
twitter.com/scottrechler/status/1638534824808923136
wsj.com/articles/commercial-property-debt-creates-more-bank-worries-b36184ba
twitter.com/elonmusk/status/1636928718173003776
fred.stlouisfed.org/series/WGS10YR
papers.ssrn.com/sol3/papers.cfm?abstract_id=4387676
sfgate.com/business/article/Pinterest-terminate-SF-office-lease-88-Bluxome-15525421.php
twitter.com/boazweinstein/status/1638964105917890561
twitter.com/mr_derivatives/status/1638772846326583296
twitter.com/DavidSacks/status/1638957986138959873
twitter.com/balajis/status/1636797265317867520
twitter.com/balajis/status/1222921758375927808
thehill.com/opinion/finance/3911036-how-to-escape-the-trap-of-the-clean-debt-ceiling-vote
cnbc.com/2023/03/22/coinbase-warned-by-sec-of-potential-securities-charges.html
piratewires.com/p/2023-banking-crisis
twitter.com/balajis/status/1448455115271143424
https://www.presidency.ucsb.edu/documents/executive-order-6102-requiring-gold-coin-gold-bullion-and-gold-certificates-be-delivered
twitter.com/markgags/status/802597908033966081
twitter.com/relativityspace/status/1638753739128315906
#allin #tech #news
