(0:00) Bestie intros! (3:49) Announcement: Besties are hosting The All-In Holiday Spectacular in San Francisco on December 7th! Get tickets: https://allin.com/events (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...
(0:00) Bestie intros!
(3:49) Announcement: Besties are hosting The All-In Holiday Spectacular in San Francisco on December 7th! Get tickets: https://allin.com/events
(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:
https://allin.com/events
Follow the besties:
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg
Follow on X:
https://x.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
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https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
Referenced in the show:
https://allin.com/events
https://fred.stlouisfed.org/series/DGS10
https://www.google.com/finance/quote/GCW00:COMEX
https://www.google.com/finance/quote/SPY:NYSEARCA
https://www.google.com/finance/quote/BTC-USD
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.marketwatch.com/story/stanley-druckenmiller-says-hes-shorting-u-s-bonds-and-staying-out-of-china-1fcf751e
https://www.cnbc.com/2024/10/10/cpi-inflation-september-2024.html
https://fred.stlouisfed.org/series/A091RC1Q027SBEA
https://news.bloomberglaw.com/daily-tax-report-international/uk-budget-fears-push-owners-to-close-firms-to-avoid-tax-hikes
https://www.banque-france.fr/en/statistics/compagnies/business-failures-france-2024-09
https://www.reuters.com/markets/brazil-inflation-expectations-above-target-says-cenbank-director-picchetti-2024-10-23
https://www.cnbc.com/2024/09/14/more-than-half-of-gen-z-want-to-be-influencers-but-its-constant.html
https://pro.morningconsult.com/analyst-reports/influencer-marketing-trends-report
https://www.longtermtrends.net/market-cap-to-gdp-the-buffett-indicator
https://www.oaktreecapital.com/insights/memo/ruminating-on-asset-allocation
https://www.macrotrends.net/2577/sp-500-pe-ratio-price-to-earnings-chart
https://www.realclearpolling.com/polls/president/general/2024/trump-vs-harris
https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model
https://www.nytimes.com/2024/10/23/opinion/election-polls-results-trump-harris.html
https://www.cnbc.com/2024/10/24/polymarket-trump-french-election-bet.html
https://x.com/scubaryan_/status/1848072120699625968
https://www.cnn.com/2024/10/23/politics/video/border-wall-kamala-harris-cnn-town-hall-digvid
https://x.com/justintrudeau/status/1849467713711710699
https://x.com/scubaryan_/status/1848072120699625968
https://awfulannouncing.com/barstool/dave-portnoy-turned-down-kamala-harris-interview.html
https://investor.starbucks.com/news/financial-releases/news-details/2024/Starbucks-Reports-Preliminary-Q4-and-Full-Fiscal-Year-2024-Results/default.aspx
