E2: Rebooting the economy, understanding corporate debt, steps to avoid a depression & more with David Sacks

E2:与大卫·萨克斯一起重启经济、理解企业债务、避免经济萧条的步骤及更多内容

All-In with Chamath, Jason, Sacks & Friedberg

2020-04-11

1 小时 13 分钟
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单集简介 ...

Follow @chamath: https://twitter.com/chamath Follow @jason: https://twitter.com/Jason https://linktr.ee/calacanis 0:01 Jason & Chamath catch us up on their quarantines 1:20 Chamath intros David Sacks 4:40 David explains what their poker group chat has been like since COVID-19 started, and how Jason, Chamath & himself fall on the optimistic/pessimistic spectrum 6:58 How have the past few months defined David's view on the world, and what is his reaction to the US government's response? 12:22 Did the US health apparatus do its job? How could it improve? Why aren't masks already mandated? 19:33 Culture clash between scientific experts & entrepreneurs, thoughts on Chloroquine as a treatment method 27:00 Are US bureaucrats taking the intelligence of US citizens for granted? How liable is Trump? 30:08 David gives his plan to reboot the economy: what now? How does the US avoid a recession/depression? 36:22 Chamath & Jason assess David's plan 43:21 Have the stimulus packages & SMB loans been enough? Will the trickle-down approach work? 49:21 Should the US be allowing companies to declare bankruptcy? How should they decide who gets aid and who does not? 52:02 Chamath explains how corporate debt works through the lens of Ford 56:42 Why is the US not giving a larger % of the stimulus to average Americans? Chances of unrest if quarantine continues? 1:02:17 Trump vs. Biden: who has the edge in 2020 right now? 1:11:24 Was Jack Dorsey's $1B donation the strongest move of 2020 so far?
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单集文稿 ...

  • All right, everybody,

  • welcome to episode two of the All In podcast with Jason and Shamath's basic ground rules here.

  • If you're not into speculation, you don't like to debate, you don't like to question authority.

  • And you don't like to get a shit ton of inside information.

  • I'm going to actually turn the podcast off right now and go download the dally from the New York Times or all things considered or some other bullshit.

  • But we're here to do speculating and talking about inside information and the real deal with me.

  • As always, my co-host, Chamath Pali-Hapatia.

  • If you don't know how to pronounce it, Pali-Hapatia.

  • Chamath, how are you doing?

  • You holding up okay?

  • I am doing fabulously well.

  • We are in week four of our lockdown sheltering in place here.

  • Are you losing your mind?

  • I'm not because I'm fortunate to be in the suburbs.

  • I think if I was cooped up in an apartment in the city,

  • I would feel a lot worse than I do right now.

  • But there's a lot of fresh air.

  • The weather's finally turned.

  • It's not raining as much.

  • So we get to see the sun a little bit.