(0:00) Bestie intros! (7:57) Election impact on Bitcoin, crypto, and fintech stocks (21:56) M&A and IPOs: What to expect in 2025 (39:52) Pharma advertising on cable tv: Should it be allowed? Is big pharma buying influence? (58:17) FBI raids Polymarket CEO Shayne Coplan's home (1:05:51) Trump's transition picks: Strategy, highest upside/downside, and more Get tickets for The All-In Holiday Spectacular!: <a href= "https://allin.ticketsauce.com/e/all-in-holiday-spectacular">https://allin.ticketsauce.com/e/all-in-holiday-spectacular</a> Follow the besties: <a href="https://x.com/chamath">https://x.com/chamath</a> <a href="https://x.com/Jason">https://x.com/Jason</a> <a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a> <a href= "https://x.com/friedberg">https://x.com/friedberg</a> Follow on X: <a href= "https://x.com/theallinpod">https://x.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a> <a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a> Intro Video Credit: <a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a> Referenced in the show: <a href= "https://www.google.com/finance/quote/BTC-USD">https://www.google.com/finance/quote/BTC-USD</a> <a href= "https://www.sec.gov/newsroom/speeches-statements/gensler-remarks-pli-s-56th-annual-institute-securities-regulation-111424"> https://www.sec.gov/newsroom/speeches-statements/gensler-remarks-pli-s-56th-annual-institute-securities-regulation-111424</a> <a href= "https://fred.stlouisfed.org/series/DGS10">https://fred.stlouisfed.org/series/DGS10</a> <a href= "https://www.businessinsider.com/federal-reserve-cuts-interest-rates-quarter-point-powell-inflation-election-2024-11"> https://www.businessinsider.com/federal-reserve-cuts-interest-rates-quarter-point-powell-inflation-election-2024-11</a> <a href= "https://www.cnbc.com/2024/11/13/cpi-inflation-october-2024.html">https://www.cnbc.com/2024/11/13/cpi-inflation-october-2024.html</a> <a href= "https://x.com/elerianm/status/1857297087010107728">https://x.com/elerianm/status/1857297087010107728</a> <a href= "https://x.com/chamath/status/1359248379377762310">https://x.com/chamath/status/1359248379377762310</a> <a href= "https://www.congress.gov/bill/118th-congress/house-bill/4763/text"> https://www.congress.gov/bill/118th-congress/house-bill/4763/text</a> <a href= "https://stockanalysis.com/ipos/statistics">https://stockanalysis.com/ipos/statistics</a> <a href= "https://pitchbook.com/news/reports/q2-2024-pitchbook-nvca-venture-monitor"> https://pitchbook.com/news/reports/q2-2024-pitchbook-nvca-venture-monitor</a> <a href= "https://www.google.com/finance/quote/TSLA:NASDAQ">https://www.google.com/finance/quote/TSLA:NASDAQ</a> <a href= "https://x.com/elonmusk/status/1848055198494728496">https://x.com/elonmusk/status/1848055198494728496</a> <a href= "https://www.nytimes.com/2024/11/13/business/media/msnbc-fox-news-ratings-election.html"> https://www.nytimes.com/2024/11/13/business/media/msnbc-fox-news-ratings-election.html</a> <a href= "https://x.com/EndWokeness/status/1856208378541769076">https://x.com/EndWokeness/status/1856208378541769076</a> <a href= "https://www.americanrhetoric.com/speeches/PDFFiles/Mark-Zuckerberg-Letter-on-Govt-Censorship.pdf"> https://www.americanrhetoric.com/speeches/PDFFiles/Mark-Zuckerberg-Letter-on-Govt-Censorship.pdf</a> <a href= "https://www.cjr.org/the_trump_reader/trump-threatens-new-york-times-penguin-random-house-critical-coverage.php"> https://www.cjr.org/the_trump_reader/trump-threatens-new-york-times-penguin-random-house-critical-coverage.php</a> <a href= "https://nypost.com/2024/11/13/business/fbi-seizes-polymarket-ceos-phone-electronics-after-betting-platform-predicts-trump-win-source"> https://nypost.com/2024/11/13/business/fbi-seizes-polymarket-ceos-phone-electronics-after-betting-platform-predicts-trump-win-source</a> <a href= "https://www.bloomberg.com/news/articles/2024-11-13/polymarket-investigated-by-doj-for-letting-us-users-bet-on-platform"> https://www.bloomberg.com/news/articles/2024-11-13/polymarket-investigated-by-doj-for-letting-us-users-bet-on-platform</a> <a href= "https://www.reuters.com/legal/us-federal-court-upholds-ruling-letting-kalshiex-list-election-betting-contracts-2024-10-02"> https://www.reuters.com/legal/us-federal-court-upholds-ruling-letting-kalshiex-list-election-betting-contracts-2024-10-02</a> <a href= "https://www.nbcnews.com/tech/tech-news/fbi-raids-polymarket-ceo-shayne-coplans-apartment-seizes-phone-source-rcna180180"> https://www.nbcnews.com/tech/tech-news/fbi-raids-polymarket-ceo-shayne-coplans-apartment-seizes-phone-source-rcna180180</a> <a href= "https://x.com/shayne_coplan/status/1856838409861386722">https://x.com/shayne_coplan/status/1856838409861386722</a> <a href= "https://www.cftc.gov/PressRoom/PressReleases/8478-22">https://www.cftc.gov/PressRoom/PressReleases/8478-22</a> <a href= "https://x.com/shayne_coplan/status/1856808022481539192">https://x.com/shayne_coplan/status/1856808022481539192</a> <a href= "https://fortune.com/crypto/2024/10/30/polymarket-trump-election-crypto-wash-trading-researchers"> https://fortune.com/crypto/2024/10/30/polymarket-trump-election-crypto-wash-trading-researchers</a> <a href= "https://x.com/WallStreetSilv/status/1852863585375977877">https://x.com/WallStreetSilv/status/1852863585375977877</a> <a href= "https://x.com/charliekirk11/status/1857237886736715971">https://x.com/charliekirk11/status/1857237886736715971</a> <a href= "https://x.com/VivekGRamaswamy/status/1856725762130260383">https://x.com/VivekGRamaswamy/status/1856725762130260383</a>

<description>&lt;p&gt;(0:00) Bestie intros!&lt;/p&gt; &lt;p&gt;(7:57) Election impact on Bitcoin, crypto, and fintech stocks&lt;/p&gt; &lt;p&gt;(21:56) M&amp;A and IPOs: What to expect in 2025&lt;/p&gt; &lt;p&gt;(39:52) Pharma advertising on cable tv: Should it be allowed? Is big pharma buying influence?&lt;/p&gt; &lt;p&gt;(58:17) FBI raids Polymarket CEO Shayne Coplan's home&lt;/p&gt; &lt;p&gt;(1:05:51) Trump's transition picks: Strategy, highest upside/downside, and more&lt;/p&gt; &lt;p&gt;Get tickets for The All-In Holiday Spectacular!:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://allin.ticketsauce.com/e/all-in-holiday-spectacular"&gt;https://allin.ticketsauce.com/e/all-in-holiday-spectacular&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow the besties:&lt;/p&gt; &lt;p&gt;&lt;a href="https://x.com/chamath"&gt;https://x.com/chamath&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href="https://x.com/Jason"&gt;https://x.com/Jason&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/DavidSacks"&gt;https://x.com/DavidSacks&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/friedberg"&gt;https://x.com/friedberg&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow on X:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/theallinpod"&gt;https://x.com/theallinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow on Instagram:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.instagram.com/theallinpod"&gt;https://www.instagram.com/theallinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow on TikTok:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.tiktok.com/@theallinpod"&gt;https://www.tiktok.com/@theallinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow on LinkedIn:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.linkedin.com/company/allinpod"&gt;https://www.linkedin.com/company/allinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Intro Music Credit:&lt;/p&gt; &lt;p&gt;&lt;a href="https://rb.gy/tppkzl"&gt;https://rb.gy/tppkzl&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/yung_spielburg"&gt;https://x.com/yung_spielburg&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Intro Video Credit:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/TheZachEffect"&gt;https://x.com/TheZachEffect&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Referenced in the show:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.google.com/finance/quote/BTC-USD"&gt;https://www.google.com/finance/quote/BTC-USD&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.sec.gov/newsroom/speeches-statements/gensler-remarks-pli-s-56th-annual-institute-securities-regulation-111424"&gt; https://www.sec.gov/newsroom/speeches-statements/gensler-remarks-pli-s-56th-annual-institute-securities-regulation-111424&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://fred.stlouisfed.org/series/DGS10"&gt;https://fred.stlouisfed.org/series/DGS10&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.businessinsider.com/federal-reserve-cuts-interest-rates-quarter-point-powell-inflation-election-2024-11"&gt; https://www.businessinsider.com/federal-reserve-cuts-interest-rates-quarter-point-powell-inflation-election-2024-11&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.cnbc.com/2024/11/13/cpi-inflation-october-2024.html"&gt;https://www.cnbc.com/2024/11/13/cpi-inflation-october-2024.html&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/elerianm/status/1857297087010107728"&gt;https://x.com/elerianm/status/1857297087010107728&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/chamath/status/1359248379377762310"&gt;https://x.com/chamath/status/1359248379377762310&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.congress.gov/bill/118th-congress/house-bill/4763/text"&gt; https://www.congress.gov/bill/118th-congress/house-bill/4763/text&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://stockanalysis.com/ipos/statistics"&gt;https://stockanalysis.com/ipos/statistics&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://pitchbook.com/news/reports/q2-2024-pitchbook-nvca-venture-monitor"&gt; https://pitchbook.com/news/reports/q2-2024-pitchbook-nvca-venture-monitor&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.google.com/finance/quote/TSLA:NASDAQ"&gt;https://www.google.com/finance/quote/TSLA:NASDAQ&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/elonmusk/status/1848055198494728496"&gt;https://x.com/elonmusk/status/1848055198494728496&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.nytimes.com/2024/11/13/business/media/msnbc-fox-news-ratings-election.html"&gt; https://www.nytimes.com/2024/11/13/business/media/msnbc-fox-news-ratings-election.html&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/EndWokeness/status/1856208378541769076"&gt;https://x.com/EndWokeness/status/1856208378541769076&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.americanrhetoric.com/speeches/PDFFiles/Mark-Zuckerberg-Letter-on-Govt-Censorship.pdf"&gt; https://www.americanrhetoric.com/speeches/PDFFiles/Mark-Zuckerberg-Letter-on-Govt-Censorship.pdf&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.cjr.org/the_trump_reader/trump-threatens-new-york-times-penguin-random-house-critical-coverage.php"&gt; https://www.cjr.org/the_trump_reader/trump-threatens-new-york-times-penguin-random-house-critical-coverage.php&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://nypost.com/2024/11/13/business/fbi-seizes-polymarket-ceos-phone-electronics-after-betting-platform-predicts-trump-win-source"&gt; https://nypost.com/2024/11/13/business/fbi-seizes-polymarket-ceos-phone-electronics-after-betting-platform-predicts-trump-win-source&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.bloomberg.com/news/articles/2024-11-13/polymarket-investigated-by-doj-for-letting-us-users-bet-on-platform"&gt; https://www.bloomberg.com/news/articles/2024-11-13/polymarket-investigated-by-doj-for-letting-us-users-bet-on-platform&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.reuters.com/legal/us-federal-court-upholds-ruling-letting-kalshiex-list-election-betting-contracts-2024-10-02"&gt; https://www.reuters.com/legal/us-federal-court-upholds-ruling-letting-kalshiex-list-election-betting-contracts-2024-10-02&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.nbcnews.com/tech/tech-news/fbi-raids-polymarket-ceo-shayne-coplans-apartment-seizes-phone-source-rcna180180"&gt; https://www.nbcnews.com/tech/tech-news/fbi-raids-polymarket-ceo-shayne-coplans-apartment-seizes-phone-source-rcna180180&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/shayne_coplan/status/1856838409861386722"&gt;https://x.com/shayne_coplan/status/1856838409861386722&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.cftc.gov/PressRoom/PressReleases/8478-22"&gt;https://www.cftc.gov/PressRoom/PressReleases/8478-22&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/shayne_coplan/status/1856808022481539192"&gt;https://x.com/shayne_coplan/status/1856808022481539192&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://fortune.com/crypto/2024/10/30/polymarket-trump-election-crypto-wash-trading-researchers"&gt; https://fortune.com/crypto/2024/10/30/polymarket-trump-election-crypto-wash-trading-researchers&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/WallStreetSilv/status/1852863585375977877"&gt;https://x.com/WallStreetSilv/status/1852863585375977877&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/charliekirk11/status/1857237886736715971"&gt;https://x.com/charliekirk11/status/1857237886736715971&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/VivekGRamaswamy/status/1856725762130260383"&gt;https://x.com/VivekGRamaswamy/status/1856725762130260383&lt;/a&gt;&lt;/p&gt;</description>

(0:00) Bestie intros! (7:57) Election impact on Bitcoin, crypto, and fintech stocks (21:56) M&A and IPOs: What to expect in 2025 (39:52) Pharma advertising on cable tv: Should it be allowed? Is big pharma buying influence? (58:17) FBI raids...

Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI

(0:00) Bestie intros! (4:55) Sacks recaps election night at Mar-a-Lago (8:28) Analyzing the results: how Trump won, why Kamala and the Democratic Party lost (25:55) The failing Democratic coalition, campaign spend disparity, Trump's advantage in earned media (37:59) What mattered most: Policy, Candidate, or Campaign? (50:44) GOP will likely win House and Senate, potential cabinet positions, avoiding neocons (1:10:42) Cabinet positions, shaking up the unelected bureaucratic branch (1:28:47) California rejects progressives (1:35:17) Abortion laws being settled around the US Get tickets for The All-In Holiday Spectacular!: <a href= "https://allin.ticketsauce.com/e/all-in-holiday-spectacular">https://allin.ticketsauce.com/e/all-in-holiday-spectacular</a> Follow the besties: <a href="https://x.com/chamath">https://x.com/chamath</a> <a href="https://x.com/Jason">https://x.com/Jason</a> <a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a> <a href= "https://x.com/friedberg">https://x.com/friedberg</a> Follow on X: <a href= "https://x.com/theallinpod">https://x.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a> <a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a> Intro Video Credit: <a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a> Referenced in the show: <a href= "https://x.com/twobitidiot/status/1854192602985255042">https://x.com/twobitidiot/status/1854192602985255042</a> <a href= "https://www.270towin.com/2024-election-results-live/president">https://www.270towin.com/2024-election-results-live/president</a> <a href= "https://x.com/ChrisCillizza/status/1854515791690953066">https://x.com/ChrisCillizza/status/1854515791690953066</a> <a href= "https://www.youtube.com/watch?v=_e8-KX3XKL8">https://www.youtube.com/watch?v=_e8-KX3XKL8</a> <a href= "https://x.com/Jason/status/1854209590424121464">https://x.com/Jason/status/1854209590424121464</a> <a href= "https://x.com/SawyerMerritt/status/1854045298475110779">https://x.com/SawyerMerritt/status/1854045298475110779</a> <a href= "https://x.com/DavidSacks/status/1854342908356297068">https://x.com/DavidSacks/status/1854342908356297068</a> <a href= "https://x.com/arifleischer/status/1854270972775305291">https://x.com/arifleischer/status/1854270972775305291</a> <a href= "https://www.fec.gov/data/spending-bythenumbers/?office=P">https://www.fec.gov/data/spending-bythenumbers/?office=P</a> <a href= "https://www.usnews.com/news/national-news/articles/2024-11-01/16-billion-will-be-spent-in-the-2024-election-wheres-it-all-going"> https://www.usnews.com/news/national-news/articles/2024-11-01/16-billion-will-be-spent-in-the-2024-election-wheres-it-all-going</a> <a href= "https://x.com/DavidSacks/status/1829383729284067659">https://x.com/DavidSacks/status/1829383729284067659</a> <a href= "https://www.snopes.com/fact-check/trump-very-fine-people">https://www.snopes.com/fact-check/trump-very-fine-people</a> <a href= "https://x.com/TheRabbitHole84/status/1840977783247286429">https://x.com/TheRabbitHole84/status/1840977783247286429</a> <a href= "https://www.cnn.com/election/2024">https://www.cnn.com/election/2024</a> <a href= "https://polymarket.com/event/house-control-after-2024-election">https://polymarket.com/event/house-control-after-2024-election</a> <a href= "https://x.com/MarioNawfal/status/1854536321282519396">https://x.com/MarioNawfal/status/1854536321282519396</a> <a href= "https://www.instagram.com/p/DCFJ4mlsmEG/?hl=en">https://www.instagram.com/p/DCFJ4mlsmEG/?hl=en</a> <a href= "https://x.com/DavidSacks/status/1854202717637411199">https://x.com/DavidSacks/status/1854202717637411199</a> <a href= "https://www.scotusblog.com/2024/06/supreme-court-strikes-down-chevron-curtailing-power-of-federal-agencies"> https://www.scotusblog.com/2024/06/supreme-court-strikes-down-chevron-curtailing-power-of-federal-agencies</a> <a href= "https://x.com/chamath/status/1854229735477551600">https://x.com/chamath/status/1854229735477551600</a> <a href= "https://www.nbcnews.com/politics/2024-election/la-district-attorney-progressive-loses-re-election-gascon-rcna175906"> https://www.nbcnews.com/politics/2024-election/la-district-attorney-progressive-loses-re-election-gascon-rcna175906</a> <a href= "https://www.nytimes.com/interactive/2024/11/05/us/elections/results-abortion.html"> https://www.nytimes.com/interactive/2024/11/05/us/elections/results-abortion.html</a>

<description>&lt;p&gt;(0:00) Bestie intros!&lt;/p&gt; &lt;p&gt;(4:55) Sacks recaps election night at Mar-a-Lago&lt;/p&gt; &lt;p&gt;(8:28) Analyzing the results: how Trump won, why Kamala and the Democratic Party lost&lt;/p&gt; &lt;p&gt;(25:55) The failing Democratic coalition, campaign spend disparity, Trump's advantage in earned media&lt;/p&gt; &lt;p&gt;(37:59) What mattered most: Policy, Candidate, or Campaign?&lt;/p&gt; &lt;p&gt;(50:44) GOP will likely win House and Senate, potential cabinet positions, avoiding neocons&lt;/p&gt; &lt;p&gt;(1:10:42) Cabinet positions, shaking up the unelected bureaucratic branch&lt;/p&gt; &lt;p&gt;(1:28:47) California rejects progressives&lt;/p&gt; &lt;p&gt;(1:35:17) Abortion laws being settled around the US&lt;/p&gt; &lt;p&gt;Get tickets for The All-In Holiday Spectacular!:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://allin.ticketsauce.com/e/all-in-holiday-spectacular"&gt;https://allin.ticketsauce.com/e/all-in-holiday-spectacular&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow the besties:&lt;/p&gt; &lt;p&gt;&lt;a href="https://x.com/chamath"&gt;https://x.com/chamath&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href="https://x.com/Jason"&gt;https://x.com/Jason&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/DavidSacks"&gt;https://x.com/DavidSacks&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/friedberg"&gt;https://x.com/friedberg&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow on X:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/theallinpod"&gt;https://x.com/theallinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow on Instagram:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.instagram.com/theallinpod"&gt;https://www.instagram.com/theallinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow on TikTok:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.tiktok.com/@theallinpod"&gt;https://www.tiktok.com/@theallinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow on LinkedIn:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.linkedin.com/company/allinpod"&gt;https://www.linkedin.com/company/allinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Intro Music Credit:&lt;/p&gt; &lt;p&gt;&lt;a href="https://rb.gy/tppkzl"&gt;https://rb.gy/tppkzl&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/yung_spielburg"&gt;https://x.com/yung_spielburg&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Intro Video Credit:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/TheZachEffect"&gt;https://x.com/TheZachEffect&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Referenced in the show:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/twobitidiot/status/1854192602985255042"&gt;https://x.com/twobitidiot/status/1854192602985255042&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.270towin.com/2024-election-results-live/president"&gt;https://www.270towin.com/2024-election-results-live/president&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/ChrisCillizza/status/1854515791690953066"&gt;https://x.com/ChrisCillizza/status/1854515791690953066&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.youtube.com/watch?v=_e8-KX3XKL8"&gt;https://www.youtube.com/watch?v=_e8-KX3XKL8&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/Jason/status/1854209590424121464"&gt;https://x.com/Jason/status/1854209590424121464&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/SawyerMerritt/status/1854045298475110779"&gt;https://x.com/SawyerMerritt/status/1854045298475110779&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/DavidSacks/status/1854342908356297068"&gt;https://x.com/DavidSacks/status/1854342908356297068&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/arifleischer/status/1854270972775305291"&gt;https://x.com/arifleischer/status/1854270972775305291&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.fec.gov/data/spending-bythenumbers/?office=P"&gt;https://www.fec.gov/data/spending-bythenumbers/?office=P&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.usnews.com/news/national-news/articles/2024-11-01/16-billion-will-be-spent-in-the-2024-election-wheres-it-all-going"&gt; https://www.usnews.com/news/national-news/articles/2024-11-01/16-billion-will-be-spent-in-the-2024-election-wheres-it-all-going&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/DavidSacks/status/1829383729284067659"&gt;https://x.com/DavidSacks/status/1829383729284067659&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.snopes.com/fact-check/trump-very-fine-people"&gt;https://www.snopes.com/fact-check/trump-very-fine-people&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/TheRabbitHole84/status/1840977783247286429"&gt;https://x.com/TheRabbitHole84/status/1840977783247286429&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.cnn.com/election/2024"&gt;https://www.cnn.com/election/2024&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://polymarket.com/event/house-control-after-2024-election"&gt;https://polymarket.com/event/house-control-after-2024-election&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/MarioNawfal/status/1854536321282519396"&gt;https://x.com/MarioNawfal/status/1854536321282519396&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.instagram.com/p/DCFJ4mlsmEG/?hl=en"&gt;https://www.instagram.com/p/DCFJ4mlsmEG/?hl=en&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/DavidSacks/status/1854202717637411199"&gt;https://x.com/DavidSacks/status/1854202717637411199&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.scotusblog.com/2024/06/supreme-court-strikes-down-chevron-curtailing-power-of-federal-agencies"&gt; https://www.scotusblog.com/2024/06/supreme-court-strikes-down-chevron-curtailing-power-of-federal-agencies&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/chamath/status/1854229735477551600"&gt;https://x.com/chamath/status/1854229735477551600&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.nbcnews.com/politics/2024-election/la-district-attorney-progressive-loses-re-election-gascon-rcna175906"&gt; https://www.nbcnews.com/politics/2024-election/la-district-attorney-progressive-loses-re-election-gascon-rcna175906&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.nytimes.com/interactive/2024/11/05/us/elections/results-abortion.html"&gt; https://www.nytimes.com/interactive/2024/11/05/us/elections/results-abortion.html&lt;/a&gt;&lt;/p&gt;</description>

(0:00) Bestie intros! (4:55) Sacks recaps election night at Mar-a-Lago (8:28) Analyzing the results: how Trump won, why Kamala and the Democratic Party lost (25:55) The failing Democratic coalition, campaign spend disparity, Trump's advantage in...

Trump wins! How it happened and what's next

(0:00) Bestie intros! (5:40) US Real GDP growth comes in at 2.8%, but there are underlying issues (29:16) Google earnings: YouTube and Cloud post huge quarters, would they have survived outside of Google? (36:24) Sacks's idea to auction off public spectrum licenses of major broadcast networks (42:17) How the media became one of the least trusted institutions in the US (54:26) Why Joe Rogan's interview with Trump was not appearing in YouTube search results (1:08:54) Final pre-election segment: how it's tracking, election integrity, voter fraud stats Get notified for the Election Night Livestream: <a href= "https://www.youtube.com/watch?v=D4Xaqgd9-Ro">https://www.youtube.com/watch?v=D4Xaqgd9-Ro</a> Get tickets for The All-In Holiday Spectacular!: <a href= "https://allin.ticketsauce.com/e/all-in-holiday-spectacular">https://allin.ticketsauce.com/e/all-in-holiday-spectacular</a> Follow the besties: <a href="https://x.com/chamath">https://x.com/chamath</a> <a href="https://x.com/Jason">https://x.com/Jason</a> <a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a> <a href= "https://x.com/friedberg">https://x.com/friedberg</a> Follow on X: <a href= "https://x.com/theallinpod">https://x.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a> <a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a> Intro Video Credit: <a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a> Referenced in the show: <a href= "https://fred.stlouisfed.org/series/DGS10">https://fred.stlouisfed.org/series/DGS10</a> <a href= "https://x.com/freesites_com/status/1851615700869144908">https://x.com/freesites_com/status/1851615700869144908</a> <a href= "https://www.cnbc.com/2024/10/30/dropbox-slashes-20percent-of-global-workforce-eliminating-500-roles.html"> https://www.cnbc.com/2024/10/30/dropbox-slashes-20percent-of-global-workforce-eliminating-500-roles.html</a> <a href= "https://fred.stlouisfed.org/series/FYONGDA188S">https://fred.stlouisfed.org/series/FYONGDA188S</a> <a href= "https://www.commercebank.com/about-us/prime-rate-update">https://www.commercebank.com/about-us/prime-rate-update</a> <a href= "https://www.fdic.gov/system/files/2024-05/unrealized-gains-losses-on-investment-securities.png"> https://www.fdic.gov/system/files/2024-05/unrealized-gains-losses-on-investment-securities.png</a> <a href= "https://abc.xyz/assets/71/a5/78197a7540c987f13d247728a371/2024q3-alphabet-earnings-release.pdf"> https://abc.xyz/assets/71/a5/78197a7540c987f13d247728a371/2024q3-alphabet-earnings-release.pdf</a> <a href= "https://www.cnbc.com/2024/10/29/google-cfo-says-company-can-push-a-little-further-in-cost-savings.html"> https://www.cnbc.com/2024/10/29/google-cfo-says-company-can-push-a-little-further-in-cost-savings.html</a> <a href= "https://variety.com/2024/digital/news/youtube-q3-2024-advertising-revenue-growth-1236193926"> https://variety.com/2024/digital/news/youtube-q3-2024-advertising-revenue-growth-1236193926</a> <a href= "https://x.com/DavidSacks/status/1818467743479542130">https://x.com/DavidSacks/status/1818467743479542130</a> <a href= "https://news.gallup.com/poll/512861/media-confidence-matches-2016-record-low.aspx"> https://news.gallup.com/poll/512861/media-confidence-matches-2016-record-low.aspx</a> <a href= "https://news.gallup.com/poll/508169/historically-low-faith-institutions-continues.aspx"> https://news.gallup.com/poll/508169/historically-low-faith-institutions-continues.aspx</a> <a href= "https://www.axios.com/2023/10/24/americans-trust-in-media-plummets-to-historic-low-poll"> https://www.axios.com/2023/10/24/americans-trust-in-media-plummets-to-historic-low-poll</a> <a href= "https://www.washingtonpost.com/opinions/2024/10/28/jeff-bezos-washington-post-trust"> https://www.washingtonpost.com/opinions/2024/10/28/jeff-bezos-washington-post-trust</a> <a href= "https://x.com/DavidSacks/status/1850277560816681255">https://x.com/DavidSacks/status/1850277560816681255</a> <a href= "https://x.com/DavidSacks/status/1850979360037356001/photo/1">https://x.com/DavidSacks/status/1850979360037356001/photo/1</a> <a href= "https://x.com/davidsacks/status/1844429818554876026">https://x.com/davidsacks/status/1844429818554876026</a> <a href= "https://x.com/elonmusk/status/1851745648313602189">https://x.com/elonmusk/status/1851745648313602189</a>

<description>&lt;p&gt;(0:00) Bestie intros!&lt;/p&gt; &lt;p&gt;(5:40) US Real GDP growth comes in at 2.8%, but there are underlying issues&lt;/p&gt; &lt;p&gt;(29:16) Google earnings: YouTube and Cloud post huge quarters, would they have survived outside of Google?&lt;/p&gt; &lt;p&gt;(36:24) Sacks's idea to auction off public spectrum licenses of major broadcast networks&lt;/p&gt; &lt;p&gt;(42:17) How the media became one of the least trusted institutions in the US&lt;/p&gt; &lt;p&gt;(54:26) Why Joe Rogan's interview with Trump was not appearing in YouTube search results&lt;/p&gt; &lt;p&gt;(1:08:54) Final pre-election segment: how it's tracking, election integrity, voter fraud stats&lt;/p&gt; &lt;p&gt;Get notified for the Election Night Livestream:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.youtube.com/watch?v=D4Xaqgd9-Ro"&gt;https://www.youtube.com/watch?v=D4Xaqgd9-Ro&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Get tickets for The All-In Holiday Spectacular!:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://allin.ticketsauce.com/e/all-in-holiday-spectacular"&gt;https://allin.ticketsauce.com/e/all-in-holiday-spectacular&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow the besties:&lt;/p&gt; &lt;p&gt;&lt;a href="https://x.com/chamath"&gt;https://x.com/chamath&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href="https://x.com/Jason"&gt;https://x.com/Jason&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/DavidSacks"&gt;https://x.com/DavidSacks&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/friedberg"&gt;https://x.com/friedberg&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow on X:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/theallinpod"&gt;https://x.com/theallinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow on Instagram:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.instagram.com/theallinpod"&gt;https://www.instagram.com/theallinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow on TikTok:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.tiktok.com/@theallinpod"&gt;https://www.tiktok.com/@theallinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow on LinkedIn:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.linkedin.com/company/allinpod"&gt;https://www.linkedin.com/company/allinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Intro Music Credit:&lt;/p&gt; &lt;p&gt;&lt;a href="https://rb.gy/tppkzl"&gt;https://rb.gy/tppkzl&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/yung_spielburg"&gt;https://x.com/yung_spielburg&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Intro Video Credit:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/TheZachEffect"&gt;https://x.com/TheZachEffect&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Referenced in the show:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://fred.stlouisfed.org/series/DGS10"&gt;https://fred.stlouisfed.org/series/DGS10&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/freesites_com/status/1851615700869144908"&gt;https://x.com/freesites_com/status/1851615700869144908&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.cnbc.com/2024/10/30/dropbox-slashes-20percent-of-global-workforce-eliminating-500-roles.html"&gt; https://www.cnbc.com/2024/10/30/dropbox-slashes-20percent-of-global-workforce-eliminating-500-roles.html&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://fred.stlouisfed.org/series/FYONGDA188S"&gt;https://fred.stlouisfed.org/series/FYONGDA188S&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.commercebank.com/about-us/prime-rate-update"&gt;https://www.commercebank.com/about-us/prime-rate-update&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.fdic.gov/system/files/2024-05/unrealized-gains-losses-on-investment-securities.png"&gt; https://www.fdic.gov/system/files/2024-05/unrealized-gains-losses-on-investment-securities.png&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://abc.xyz/assets/71/a5/78197a7540c987f13d247728a371/2024q3-alphabet-earnings-release.pdf"&gt; https://abc.xyz/assets/71/a5/78197a7540c987f13d247728a371/2024q3-alphabet-earnings-release.pdf&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.cnbc.com/2024/10/29/google-cfo-says-company-can-push-a-little-further-in-cost-savings.html"&gt; https://www.cnbc.com/2024/10/29/google-cfo-says-company-can-push-a-little-further-in-cost-savings.html&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://variety.com/2024/digital/news/youtube-q3-2024-advertising-revenue-growth-1236193926"&gt; https://variety.com/2024/digital/news/youtube-q3-2024-advertising-revenue-growth-1236193926&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/DavidSacks/status/1818467743479542130"&gt;https://x.com/DavidSacks/status/1818467743479542130&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://news.gallup.com/poll/512861/media-confidence-matches-2016-record-low.aspx"&gt; https://news.gallup.com/poll/512861/media-confidence-matches-2016-record-low.aspx&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://news.gallup.com/poll/508169/historically-low-faith-institutions-continues.aspx"&gt; https://news.gallup.com/poll/508169/historically-low-faith-institutions-continues.aspx&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.axios.com/2023/10/24/americans-trust-in-media-plummets-to-historic-low-poll"&gt; https://www.axios.com/2023/10/24/americans-trust-in-media-plummets-to-historic-low-poll&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.washingtonpost.com/opinions/2024/10/28/jeff-bezos-washington-post-trust"&gt; https://www.washingtonpost.com/opinions/2024/10/28/jeff-bezos-washington-post-trust&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/DavidSacks/status/1850277560816681255"&gt;https://x.com/DavidSacks/status/1850277560816681255&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/DavidSacks/status/1850979360037356001/photo/1"&gt;https://x.com/DavidSacks/status/1850979360037356001/photo/1&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/davidsacks/status/1844429818554876026"&gt;https://x.com/davidsacks/status/1844429818554876026&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/elonmusk/status/1851745648313602189"&gt;https://x.com/elonmusk/status/1851745648313602189&lt;/a&gt;&lt;/p&gt;</description>

(0:00) Bestie intros! (5:40) US Real GDP growth comes in at 2.8%, but there are underlying issues (29:16) Google earnings: YouTube and Cloud post huge quarters, would they have survived outside of Google? (36:24) Sacks's idea to auction off public...

Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!

(0:00) Bestie intros! (3:49) Announcement: Besties are hosting The All-In Holiday Spectacular in San Francisco on December 7th! Get tickets: <a href= "https://allin.com/events">https://allin.com/events</a> (9:08) Macro and markets: making sense of unique asset diversions (27:23) Gen Z's economic cultural movements (38:28) Reallocating assets for a new period of constraints (53:52) Election update: Data leans Trump as we enter the home stretch (1:19:01) Is Starbucks fixable? Or has it hit market saturation? Get tickets to The All-In Holiday Spectacular: <a href= "https://allin.com/events">https://allin.com/events</a> Follow the besties: <a href="https://x.com/chamath">https://x.com/chamath</a> <a href="https://x.com/Jason">https://x.com/Jason</a> <a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a> <a href= "https://x.com/friedberg">https://x.com/friedberg</a> Follow on X: <a href= "https://x.com/theallinpod">https://x.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a> <a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a> Intro Video Credit: <a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a> Referenced in the show: <a href= "https://allin.com/events">https://allin.com/events</a> <a href= "https://fred.stlouisfed.org/series/DGS10">https://fred.stlouisfed.org/series/DGS10</a> <a href= "https://www.google.com/finance/quote/GCW00:COMEX">https://www.google.com/finance/quote/GCW00:COMEX</a> <a href= "https://www.google.com/finance/quote/SPY:NYSEARCA">https://www.google.com/finance/quote/SPY:NYSEARCA</a> <a href= "https://www.google.com/finance/quote/BTC-USD">https://www.google.com/finance/quote/BTC-USD</a> <a href= "https://www.cnbc.com/2024/10/22/tudor-jones-is-long-gold-and-bitcoin-as-hedge-fund-titan-believes-all-roads-lead-to-inflation.html"> https://www.cnbc.com/2024/10/22/tudor-jones-is-long-gold-and-bitcoin-as-hedge-fund-titan-believes-all-roads-lead-to-inflation.html</a> <a href= "https://www.marketwatch.com/story/stanley-druckenmiller-says-hes-shorting-u-s-bonds-and-staying-out-of-china-1fcf751e"> https://www.marketwatch.com/story/stanley-druckenmiller-says-hes-shorting-u-s-bonds-and-staying-out-of-china-1fcf751e</a> <a href= "https://www.cnbc.com/2024/10/10/cpi-inflation-september-2024.html"> https://www.cnbc.com/2024/10/10/cpi-inflation-september-2024.html</a> <a href= "https://fred.stlouisfed.org/series/A091RC1Q027SBEA">https://fred.stlouisfed.org/series/A091RC1Q027SBEA</a> <a href= "https://news.bloomberglaw.com/daily-tax-report-international/uk-budget-fears-push-owners-to-close-firms-to-avoid-tax-hikes"> https://news.bloomberglaw.com/daily-tax-report-international/uk-budget-fears-push-owners-to-close-firms-to-avoid-tax-hikes</a> <a href= "https://www.banque-france.fr/en/statistics/compagnies/business-failures-france-2024-09"> https://www.banque-france.fr/en/statistics/compagnies/business-failures-france-2024-09</a> <a href= "https://www.reuters.com/markets/brazil-inflation-expectations-above-target-says-cenbank-director-picchetti-2024-10-23"> https://www.reuters.com/markets/brazil-inflation-expectations-above-target-says-cenbank-director-picchetti-2024-10-23</a> <a href= "https://www.cnbc.com/2024/09/14/more-than-half-of-gen-z-want-to-be-influencers-but-its-constant.html"> https://www.cnbc.com/2024/09/14/more-than-half-of-gen-z-want-to-be-influencers-but-its-constant.html</a> <a href= "https://pro.morningconsult.com/analyst-reports/influencer-marketing-trends-report"> https://pro.morningconsult.com/analyst-reports/influencer-marketing-trends-report</a> <a href= "https://www.longtermtrends.net/market-cap-to-gdp-the-buffett-indicator"> https://www.longtermtrends.net/market-cap-to-gdp-the-buffett-indicator</a> <a href= "https://www.oaktreecapital.com/insights/memo/ruminating-on-asset-allocation"> https://www.oaktreecapital.com/insights/memo/ruminating-on-asset-allocation</a> <a href= "https://www.macrotrends.net/2577/sp-500-pe-ratio-price-to-earnings-chart"> https://www.macrotrends.net/2577/sp-500-pe-ratio-price-to-earnings-chart</a> <a href= "https://www.realclearpolling.com/polls/president/general/2024/trump-vs-harris"> https://www.realclearpolling.com/polls/president/general/2024/trump-vs-harris</a> <a href= "https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model"> https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model</a> <a href= "https://www.nytimes.com/2024/10/23/opinion/election-polls-results-trump-harris.html"> https://www.nytimes.com/2024/10/23/opinion/election-polls-results-trump-harris.html</a> <a href= "https://www.cnbc.com/2024/10/24/polymarket-trump-french-election-bet.html"> https://www.cnbc.com/2024/10/24/polymarket-trump-french-election-bet.html</a> <a href= "https://x.com/scubaryan_/status/1848072120699625968">https://x.com/scubaryan_/status/1848072120699625968</a> <a href= "https://www.cnn.com/2024/10/23/politics/video/border-wall-kamala-harris-cnn-town-hall-digvid"> https://www.cnn.com/2024/10/23/politics/video/border-wall-kamala-harris-cnn-town-hall-digvid</a> <a href= "https://x.com/justintrudeau/status/1849467713711710699">https://x.com/justintrudeau/status/1849467713711710699</a> <a href= "https://x.com/scubaryan_/status/1848072120699625968">https://x.com/scubaryan_/status/1848072120699625968</a> <a href= "https://awfulannouncing.com/barstool/dave-portnoy-turned-down-kamala-harris-interview.html"> https://awfulannouncing.com/barstool/dave-portnoy-turned-down-kamala-harris-interview.html</a> <a href= "https://investor.starbucks.com/news/financial-releases/news-details/2024/Starbucks-Reports-Preliminary-Q4-and-Full-Fiscal-Year-2024-Results/default.aspx"> https://investor.starbucks.com/news/financial-releases/news-details/2024/Starbucks-Reports-Preliminary-Q4-and-Full-Fiscal-Year-2024-Results/default.aspx</a>

<description>&lt;p&gt;(0:00) Bestie intros!&lt;/p&gt; &lt;p&gt;(3:49) Announcement: Besties are hosting The All-In Holiday Spectacular in San Francisco on December 7th! Get tickets: &lt;a href= "https://allin.com/events"&gt;https://allin.com/events&lt;/a&gt;&lt;/p&gt; &lt;p&gt;(9:08) Macro and markets: making sense of unique asset diversions&lt;/p&gt; &lt;p&gt;(27:23) Gen Z's economic cultural movements&lt;/p&gt; &lt;p&gt;(38:28) Reallocating assets for a new period of constraints&lt;/p&gt; &lt;p&gt;(53:52) Election update: Data leans Trump as we enter the home stretch&lt;/p&gt; &lt;p&gt;(1:19:01) Is Starbucks fixable? Or has it hit market saturation?&lt;/p&gt; &lt;p&gt;Get tickets to The All-In Holiday Spectacular:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://allin.com/events"&gt;https://allin.com/events&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow the besties:&lt;/p&gt; &lt;p&gt;&lt;a href="https://x.com/chamath"&gt;https://x.com/chamath&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href="https://x.com/Jason"&gt;https://x.com/Jason&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/DavidSacks"&gt;https://x.com/DavidSacks&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/friedberg"&gt;https://x.com/friedberg&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow on X:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/theallinpod"&gt;https://x.com/theallinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow on Instagram:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.instagram.com/theallinpod"&gt;https://www.instagram.com/theallinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow on TikTok:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.tiktok.com/@theallinpod"&gt;https://www.tiktok.com/@theallinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow on LinkedIn:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.linkedin.com/company/allinpod"&gt;https://www.linkedin.com/company/allinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Intro Music Credit:&lt;/p&gt; &lt;p&gt;&lt;a href="https://rb.gy/tppkzl"&gt;https://rb.gy/tppkzl&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/yung_spielburg"&gt;https://x.com/yung_spielburg&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Intro Video Credit:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/TheZachEffect"&gt;https://x.com/TheZachEffect&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Referenced in the show:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://allin.com/events"&gt;https://allin.com/events&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://fred.stlouisfed.org/series/DGS10"&gt;https://fred.stlouisfed.org/series/DGS10&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.google.com/finance/quote/GCW00:COMEX"&gt;https://www.google.com/finance/quote/GCW00:COMEX&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.google.com/finance/quote/SPY:NYSEARCA"&gt;https://www.google.com/finance/quote/SPY:NYSEARCA&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.google.com/finance/quote/BTC-USD"&gt;https://www.google.com/finance/quote/BTC-USD&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.cnbc.com/2024/10/22/tudor-jones-is-long-gold-and-bitcoin-as-hedge-fund-titan-believes-all-roads-lead-to-inflation.html"&gt; https://www.cnbc.com/2024/10/22/tudor-jones-is-long-gold-and-bitcoin-as-hedge-fund-titan-believes-all-roads-lead-to-inflation.html&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.marketwatch.com/story/stanley-druckenmiller-says-hes-shorting-u-s-bonds-and-staying-out-of-china-1fcf751e"&gt; https://www.marketwatch.com/story/stanley-druckenmiller-says-hes-shorting-u-s-bonds-and-staying-out-of-china-1fcf751e&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.cnbc.com/2024/10/10/cpi-inflation-september-2024.html"&gt; https://www.cnbc.com/2024/10/10/cpi-inflation-september-2024.html&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://fred.stlouisfed.org/series/A091RC1Q027SBEA"&gt;https://fred.stlouisfed.org/series/A091RC1Q027SBEA&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://news.bloomberglaw.com/daily-tax-report-international/uk-budget-fears-push-owners-to-close-firms-to-avoid-tax-hikes"&gt; https://news.bloomberglaw.com/daily-tax-report-international/uk-budget-fears-push-owners-to-close-firms-to-avoid-tax-hikes&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.banque-france.fr/en/statistics/compagnies/business-failures-france-2024-09"&gt; https://www.banque-france.fr/en/statistics/compagnies/business-failures-france-2024-09&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.reuters.com/markets/brazil-inflation-expectations-above-target-says-cenbank-director-picchetti-2024-10-23"&gt; https://www.reuters.com/markets/brazil-inflation-expectations-above-target-says-cenbank-director-picchetti-2024-10-23&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.cnbc.com/2024/09/14/more-than-half-of-gen-z-want-to-be-influencers-but-its-constant.html"&gt; https://www.cnbc.com/2024/09/14/more-than-half-of-gen-z-want-to-be-influencers-but-its-constant.html&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://pro.morningconsult.com/analyst-reports/influencer-marketing-trends-report"&gt; https://pro.morningconsult.com/analyst-reports/influencer-marketing-trends-report&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.longtermtrends.net/market-cap-to-gdp-the-buffett-indicator"&gt; https://www.longtermtrends.net/market-cap-to-gdp-the-buffett-indicator&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.oaktreecapital.com/insights/memo/ruminating-on-asset-allocation"&gt; https://www.oaktreecapital.com/insights/memo/ruminating-on-asset-allocation&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.macrotrends.net/2577/sp-500-pe-ratio-price-to-earnings-chart"&gt; https://www.macrotrends.net/2577/sp-500-pe-ratio-price-to-earnings-chart&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.realclearpolling.com/polls/president/general/2024/trump-vs-harris"&gt; https://www.realclearpolling.com/polls/president/general/2024/trump-vs-harris&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model"&gt; https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.nytimes.com/2024/10/23/opinion/election-polls-results-trump-harris.html"&gt; https://www.nytimes.com/2024/10/23/opinion/election-polls-results-trump-harris.html&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.cnbc.com/2024/10/24/polymarket-trump-french-election-bet.html"&gt; https://www.cnbc.com/2024/10/24/polymarket-trump-french-election-bet.html&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/scubaryan_/status/1848072120699625968"&gt;https://x.com/scubaryan_/status/1848072120699625968&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.cnn.com/2024/10/23/politics/video/border-wall-kamala-harris-cnn-town-hall-digvid"&gt; https://www.cnn.com/2024/10/23/politics/video/border-wall-kamala-harris-cnn-town-hall-digvid&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/justintrudeau/status/1849467713711710699"&gt;https://x.com/justintrudeau/status/1849467713711710699&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/scubaryan_/status/1848072120699625968"&gt;https://x.com/scubaryan_/status/1848072120699625968&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://awfulannouncing.com/barstool/dave-portnoy-turned-down-kamala-harris-interview.html"&gt; https://awfulannouncing.com/barstool/dave-portnoy-turned-down-kamala-harris-interview.html&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://investor.starbucks.com/news/financial-releases/news-details/2024/Starbucks-Reports-Preliminary-Q4-and-Full-Fiscal-Year-2024-Results/default.aspx"&gt; https://investor.starbucks.com/news/financial-releases/news-details/2024/Starbucks-Reports-Preliminary-Q4-and-Full-Fiscal-Year-2024-Results/default.aspx&lt;/a&gt;&lt;/p&gt;</description>

(0:00) Bestie intros! (3:49) Announcement: Besties are hosting The All-In Holiday Spectacular in San Francisco on December 7th! Get tickets:  (9:08) Macro and markets: making sense of unique asset diversions (27:23) Gen Z's economic cultural movements...

Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks

(0:00) Bestie intros (2:01) Polls vs Prediction markets, dueling interviews, election update (16:06) Tesla's Robotaxi event and SpaceX's Starship catch (27:36) Uber reportedly looking into acquiring Expedia (45:19) Nuclear Vibe Shift? Big tech is looking toward nuclear solutions to power AI (1:11:10) Lawfare from the California Coastal Commission Follow the besties: <a href="https://x.com/chamath">https://x.com/chamath</a> <a href="https://x.com/Jason">https://x.com/Jason</a> <a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a> <a href= "https://x.com/friedberg">https://x.com/friedberg</a> Follow on X: <a href= "https://x.com/theallinpod">https://x.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a> <a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a> Intro Video Credit: <a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a> Referenced in the show: <a href= "https://polymarket.com/event/presidential-election-winner-2024?tid=1729285428575"> https://polymarket.com/event/presidential-election-winner-2024?tid=1729285428575</a> <a href= "https://x.com/elonmusk/status/1846826782797799580">https://x.com/elonmusk/status/1846826782797799580</a> <a href= "https://x.com/collinrugg/status/1845472475322462468">https://x.com/collinrugg/status/1845472475322462468</a> <a href= "https://x.com/SawyerMerritt/status/1839424008900477354">https://x.com/SawyerMerritt/status/1839424008900477354</a> <a href= "https://www.ft.com/content/94a25bf7-e62b-462a-a4f0-e4feb6e244f7">https://www.ft.com/content/94a25bf7-e62b-462a-a4f0-e4feb6e244f7</a> <a href= "https://www.google.com/finance/quote/EXPE:NASDAQ">https://www.google.com/finance/quote/EXPE:NASDAQ</a> <a href= "https://companiesmarketcap.com/expedia/revenue">https://companiesmarketcap.com/expedia/revenue</a> <a href= "https://x.com/Jason/status/1847016512583786921">https://x.com/Jason/status/1847016512583786921</a> <a href= "https://www.cnbc.com/2024/10/16/amazon-goes-nuclear-investing-more-than-500-million-to-develop-small-module-reactors.html"> https://www.cnbc.com/2024/10/16/amazon-goes-nuclear-investing-more-than-500-million-to-develop-small-module-reactors.html</a> <a href= "https://www.cnbc.com/2024/10/14/google-inks-deal-with-nuclear-company-as-data-center-power-demand-surges.html"> https://www.cnbc.com/2024/10/14/google-inks-deal-with-nuclear-company-as-data-center-power-demand-surges.html</a> <a href= "https://www.cnbc.com/2024/09/20/constellation-energy-to-restart-three-mile-island-and-sell-the-power-to-microsoft.html"> https://www.cnbc.com/2024/09/20/constellation-energy-to-restart-three-mile-island-and-sell-the-power-to-microsoft.html</a> <a href= "https://www.politico.com/news/2024/10/16/california-coastal-commission-elon-musk-00184017"> https://www.politico.com/news/2024/10/16/california-coastal-commission-elon-musk-00184017</a>

<description>&lt;p&gt;(0:00) Bestie intros&lt;/p&gt; &lt;p&gt;(2:01) Polls vs Prediction markets, dueling interviews, election update&lt;/p&gt; &lt;p&gt;(16:06) Tesla's Robotaxi event and SpaceX's Starship catch&lt;/p&gt; &lt;p&gt;(27:36) Uber reportedly looking into acquiring Expedia&lt;/p&gt; &lt;p&gt;(45:19) Nuclear Vibe Shift? Big tech is looking toward nuclear solutions to power AI&lt;/p&gt; &lt;p&gt;(1:11:10) Lawfare from the California Coastal Commission&lt;/p&gt; &lt;p&gt;Follow the besties:&lt;/p&gt; &lt;p&gt;&lt;a href="https://x.com/chamath"&gt;https://x.com/chamath&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href="https://x.com/Jason"&gt;https://x.com/Jason&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/DavidSacks"&gt;https://x.com/DavidSacks&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/friedberg"&gt;https://x.com/friedberg&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow on X:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/theallinpod"&gt;https://x.com/theallinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow on Instagram:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.instagram.com/theallinpod"&gt;https://www.instagram.com/theallinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow on TikTok:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.tiktok.com/@theallinpod"&gt;https://www.tiktok.com/@theallinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow on LinkedIn:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.linkedin.com/company/allinpod"&gt;https://www.linkedin.com/company/allinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Intro Music Credit:&lt;/p&gt; &lt;p&gt;&lt;a href="https://rb.gy/tppkzl"&gt;https://rb.gy/tppkzl&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/yung_spielburg"&gt;https://x.com/yung_spielburg&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Intro Video Credit:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/TheZachEffect"&gt;https://x.com/TheZachEffect&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Referenced in the show:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://polymarket.com/event/presidential-election-winner-2024?tid=1729285428575"&gt; https://polymarket.com/event/presidential-election-winner-2024?tid=1729285428575&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/elonmusk/status/1846826782797799580"&gt;https://x.com/elonmusk/status/1846826782797799580&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/collinrugg/status/1845472475322462468"&gt;https://x.com/collinrugg/status/1845472475322462468&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/SawyerMerritt/status/1839424008900477354"&gt;https://x.com/SawyerMerritt/status/1839424008900477354&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.ft.com/content/94a25bf7-e62b-462a-a4f0-e4feb6e244f7"&gt;https://www.ft.com/content/94a25bf7-e62b-462a-a4f0-e4feb6e244f7&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.google.com/finance/quote/EXPE:NASDAQ"&gt;https://www.google.com/finance/quote/EXPE:NASDAQ&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://companiesmarketcap.com/expedia/revenue"&gt;https://companiesmarketcap.com/expedia/revenue&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/Jason/status/1847016512583786921"&gt;https://x.com/Jason/status/1847016512583786921&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.cnbc.com/2024/10/16/amazon-goes-nuclear-investing-more-than-500-million-to-develop-small-module-reactors.html"&gt; https://www.cnbc.com/2024/10/16/amazon-goes-nuclear-investing-more-than-500-million-to-develop-small-module-reactors.html&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.cnbc.com/2024/10/14/google-inks-deal-with-nuclear-company-as-data-center-power-demand-surges.html"&gt; https://www.cnbc.com/2024/10/14/google-inks-deal-with-nuclear-company-as-data-center-power-demand-surges.html&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.cnbc.com/2024/09/20/constellation-energy-to-restart-three-mile-island-and-sell-the-power-to-microsoft.html"&gt; https://www.cnbc.com/2024/09/20/constellation-energy-to-restart-three-mile-island-and-sell-the-power-to-microsoft.html&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.politico.com/news/2024/10/16/california-coastal-commission-elon-musk-00184017"&gt; https://www.politico.com/news/2024/10/16/california-coastal-commission-elon-musk-00184017&lt;/a&gt;&lt;/p&gt;</description>

(0:00) Bestie intros (2:01) Polls vs Prediction markets, dueling interviews, election update (16:06) Tesla's Robotaxi event and SpaceX's Starship catch (27:36) Uber reportedly looking into acquiring Expedia (45:19) Nuclear Vibe Shift? Big tech is...

Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY

Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.

All-In with Chamath, Jason, Sacks & Friedberg

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