E83: Market slide continues, and how to address Uvalde

All-In with Chamath, Jason, Sacks & Friedberg

0:00 Bestie Guestie Brad Gerstner joins the show

1:00 All-In Summit recap and best moments

16:45 State of the markets, $ZM/$SNOW earnings, how much more uncertainty?

29:53 $SNAP drops after miscalculating earnings targets, understanding signs of a true bottom, the end of entitlement

51:10 Down market end game, investor decisions, reasons for optimism, quick reset potential

1:05:17 Sacks explains his concept for "default investable," Besties share thoughts on proactive layoffs and course correction

1:12:27 Addressing Uvalde, legislative disappointment, potential preventative solutions

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

https://twitter.com/altcap

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://www.google.com/finance/quote/SPY:NYSEARCA

https://www.google.com/finance/quote/.DJI:INDEXDJX

https://investors.zoom.us/news-releases/news-release-details/zoom-video-communications-reports-financial-results-first

https://investors.snowflake.com/news/news-details/2022/Snowflake-Reports-Financial-Results-for-the-First-Quarter-of-Fiscal-2023/default.aspx

https://fred.stlouisfed.org/series/T10YIE

https://twitter.com/zerohedge/status/1529100065331200005

https://twitter.com/BillAckman/status/1529133144540078083

https://layoffs.fyi

https://www.google.com/finance/quote/SNAP:NYSE

https://www.cnbc.com/2022/05/24/snaps-down-32percent-and-its-dragging-other-stocks-down-with-it.html

https://www.google.com/finance/quote/FB:NASDAQ

https://www.google.com/finance/quote/GOOG:NASDAQ

https://nypost.com/2022/05/13/netflix-tells-woke-workers-to-quit-if-they-are-offended-culture-memo

https://twitter.com/JeffBezos/status/1525309091970699265

https://twitter.com/DavidSacks/status/1529119829080150016

https://twitter.com/DavidSacks/status/1528102541723979776

https://sacks.substack.com/p/the-burn-multiple-51a7e43cb200

https://elections.bradyunited.org/take-action/nra-donations-116th-congress-senators

https://en.wikipedia.org/wiki/Mass_shootings_in_the_United_States#/media/File:Total_Deaths_in_US_Mass_Shootings_1982-2021.jpg

https://twitter.com/Jason/status/1529843255176663040

https://www.nytimes.com/interactive/2020/04/01/business/coronavirus-gun-sales.html

https://twitter.com/Jason/status/1529504198974263296

More description

0:00 Bestie Guestie Brad Gerstner joins the show

1:00 All-In Summit recap and best moments

16:45 State of the markets, $ZM/$SNOW earnings, how much more uncertainty?

29:53 $SNAP drops after miscalculating earnings targets, understanding signs of a true bottom, the end of entitlement

51:10 Down market end game, investor decisions, reasons for optimism, quick reset potential

1:05:17 Sacks explains his concept for "default investable," Besties share thoughts on proactive layoffs and course correction

1:12:27 Addressing Uvalde, legislative disappointment, potential preventative solutions

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

https://twitter.com/altcap

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://www.google.com/finance/quote/SPY:NYSEARCA

https://www.google.com/finance/quote/.DJI:INDEXDJX

https://investors.zoom.us/news-releases/news-release-details/zoom-video-communications-reports-financial-results-first

https://investors.snowflake.com/news/news-details/2022/Snowflake-Reports-Financial-Results-for-the-First-Quarter-of-Fiscal-2023/default.aspx

https://fred.stlouisfed.org/series/T10YIE

https://twitter.com/zerohedge/status/1529100065331200005

https://twitter.com/BillAckman/status/1529133144540078083

https://layoffs.fyi

https://www.google.com/finance/quote/SNAP:NYSE

https://www.cnbc.com/2022/05/24/snaps-down-32percent-and-its-dragging-other-stocks-down-with-it.html

https://www.google.com/finance/quote/FB:NASDAQ

https://www.google.com/finance/quote/GOOG:NASDAQ

https://nypost.com/2022/05/13/netflix-tells-woke-workers-to-quit-if-they-are-offended-culture-memo

https://twitter.com/JeffBezos/status/1525309091970699265

https://twitter.com/DavidSacks/status/1529119829080150016

https://twitter.com/DavidSacks/status/1528102541723979776

https://sacks.substack.com/p/the-burn-multiple-51a7e43cb200

https://elections.bradyunited.org/take-action/nra-donations-116th-congress-senators

https://en.wikipedia.org/wiki/Mass_shootings_in_the_United_States#/media/File:Total_Deaths_in_US_Mass_Shootings_1982-2021.jpg

https://twitter.com/Jason/status/1529843255176663040

https://www.nytimes.com/interactive/2020/04/01/business/coronavirus-gun-sales.html

https://twitter.com/Jason/status/1529504198974263296

2022-05-27 109 min
Listen elsewhere

Available Results

Generated results are saved to your library for reuse and search.

No generated results are available for this episode yet.

Transcript

No transcript is available for this episode yet.
Sign in to generate a transcript for review.
Sign in

Chapters

No chapters available.