E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast

0:00 Besties discuss the one-month hiatus
7:03 Markets update: Fed decisions, goals, macro factors, root causes
32:19 Earnings estimate skepticism, labor force, job openings
47:17 How startups should think about the next 18-36 months
56:20 Crypto collapse, next shoe(s) to drop
1:08:41 Russia/Ukraine endgame, escalation, scrutinizing US alliances, sanctions failing
1:33:12 Will 2024 be Biden vs. Trump? Could it be DeSantis vs. Newsom?

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:
https://www.google.com/finance/quote/...
https://www.google.com/finance/quote/...
https://www.cnbc.com/2022/06/10/consu...
https://www.longtermtrends.net/home-p...
https://www.cnbc.com/2021/06/09/tc-en...
https://www.reuters.com/business/ener...
https://www.xe.com/currencycharts/?fr...
https://www.wsj.com/articles/inflatio...
https://www.chicagofed.org/research/d...
https://data.oecd.org/leadind/consume...
https://www.rasmussenreports.com/publ...
https://thehill.com/policy/finance/35...
/ reducing-inflation-come-great-cost-stagfla...
https://fred.stlouisfed.org/series/CI...
https://tradingeconomics.com/united-s...
https://www.socialcapital.com/ideas/2...
https://techcrunch.com/2022/05/10/tig...
https://www.coinbase.com/price/bitcoin
https://www.coinbase.com/price/ethereum
https://www.coindesk.com/business/202...
https://www.ft.com/content/19c27ae1-a...
https://decrypt.co/103489/solend-whal...
https://www.justice.gov/usao-sdny/pr/...
https://www.ft.com/content/4e211784-8...
https://www.washingtonpost.com/world/...
https://www.americanpurpose.com/blog/...
https://www.bloomberg.com/news/articl...
https://www.bloomberg.com/news/articl...
https://www.cnbc.com/2022/06/23/russi...
https://www.wsj.com/articles/u-s-push...
https://abcnews.go.com/International/...
https://www.bloomberg.com/news/articl...
https://nymag.com/intelligencer/2022/...

#allin #tech #news