E88: First principle politics, China chaos & outlook, state of private/public markets & more

0:00 Bestie intros
1:45 First principle politics, analyzing each party's cynicism
48:07 Chaos in China: bank protests, housing protests, slowing economic and population growth, future outlook
1:09:21 Automation and the impact of the information economy
1:16:31 BlackRock loses $1.7T of investor money during H1 2021, state of private and public markets
1:36:36 Amazon acquires One Medical

Follow the besties:
/ chamath
https://linktr.ee/calacanis
/ davidsacks
/ friedberg

Follow the pod:
/ theallinpod
https://linktr.ee/allinpodcast

Intro Music Credit:
https://rb.gy/tppkzl
/ yung_spielburg

Intro Video Credit:
/ thezacheffect

Referenced in the show:
/ 1549535561718714368
https://www.politico.com/news/2022/07...
https://www.wsj.com/articles/nancy-pe...
https://www.reuters.com/world/us/chin...
https://www.tesla.com/blog/tesla-repa...
https://housestockwatcher.com/summary...
https://www.thedailybeast.com/democra...
https://poll.qu.edu/poll-release?rele...
https://www.nytimes.com/2022/07/19/op...
https://www.washingtonpost.com/politi...
https://www.reuters.com/article/obama...
/ 1549868945640914951
https://www.washingtonpost.com/opinio...
https://www.nytimes.com/2022/07/19/wo...
/ 1549790086656581640
https://www.nytimes.com/interactive/2...
https://www.ft.com/content/91441aca-1...
https://datacommons.org/place/country...
https://www.bloomberg.com/news/articl...
https://www.wsj.com/articles/chinas-e...
https://www.bbc.com/future/article/20...
https://data.worldbank.org/indicator/...
https://www.wsj.com/articles/xi-jinpi...
https://www.thinkadvisor.com/2022/07/...
https://www.nytimes.com/2022/07/21/bu...
https://www.bloomberg.com/news/articl...

#allin #tech #news