E142: "Rich Men North of Richmond" hits #1, upward mobility, real estate capital crunch, Trump RICO

E142: “里士满北部富豪”登顶榜首,向上流动,房地产资金紧缩,特朗普反垄断法

All-In with Chamath, Jason, Sacks & Friedberg

2023-08-19

1 小时 30 分钟
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单集简介 ...

(0:00) Sacks' big night (2:56) Sacks on spirits (14:27) "Rich Men North of Richmond" goes viral and debuts at #1 on Apple Music, upward mobility issues in America, solutions (53:01) Michael Burry's bet against the market: overblown? (58:33) Real estate capital crunch (1:12:26) Trump's newest indictment (1:23:31) What Adyen's big drop means for Stripe's valuation Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://youtu.be/sqSA-SY5Hro https://www.azlyrics.com/lyrics/oliveranthony/richmennorthofrichmond.html https://ricochet.com/942803/qotd-solzhenitsyn-on-the-liars https://www.advisorperspectives.com/dshort/updates/2021/10/25/updated-u-s-household-incomes-a-50-year-perspective https://www.cnn.com/2023/08/15/investing/michael-burry-stock-market-crash/index.html https://www.sec.gov/Archives/edgar/data/1649339/000090514823000689/xslForm13F_X02/informationtable.xml https://fred.stlouisfed.org/series/MORTGAGE30US https://www.wsj.com/articles/wall-street-is-ready-to-scoop-up-commercial-real-estateon-the-cheap-6edac64f https://twitter.com/rothcre/status/1691910066952351963 https://twitter.com/chamath/status/1691789175786246246 https://d3i6fh83elv35t.cloudfront.net/static/2023/08/CRIMINAL-INDICTMENT-Trump-Fulton-County-GA.pdf https://www.lawfaremedia.org/article/what-the-heck-happened-in-coffee-county-georgia https://www.google.com/finance/quote/ADYEY:OTCMKTS
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单集文稿 ...

  • Oh my god, sax looks like he got hit by a mattress.

  • Are you okay, little fella?

  • How long were you out last night, sax?

  • Oh boy.

  • Did you see this message?

  • I got the text messages.

  • I was like, what the fuck is going on over there?

  • I gotta get back to the United States.

  • Time stamp, 1.39 a.m.

  • Pacific.

  • I'm still out drinking tonight.

  • There's no way I'm making 9 a.m.

  • I'll do 10 a.m.

  • to noon.

  • This is sacks.

  • The negotiation has begun.

  • I'm waking up.

  • It's my last day on the boat.

  • I'm trying to get off the boat in a reasonable manner, and that's the first text message I get.

  • That's the first text.