Скачать с ютуб Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz в хорошем качестве

Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz

(0:00) Bestie intros: Jason is back from COVID! (3:55) Yen carry trade unravels, Japan's unique economic issues (27:22) Recession odds growing, is the US already in a "lowkey recession"? (45:46) Why Buffett is selling Apple and massively increasing Berkshire's cash position (55:54) Major antitrust ruling against Google, predicting outcomes (1:22:41) Kamala picks Minnesota Governor Tim Walz as her running mate Follow the besties:   / chamath     / jason     / davidsacks     / friedberg   Follow on X:   / theallinpod   Follow on Instagram:   / theallinpod   Follow on TikTok:   / theallinpod   Follow on LinkedIn:   / allinpod   Intro Music Credit: https://rb.gy/tppkzl   / yung_spielburg   Intro Video Credit:   / thezacheffect   Referenced in the show: https://www.wsj.com/health/wellness/c... https://tradingeconomics.com/japan/in... https://pebblewriter.com/the-yen-carr... https://www.statista.com/statistics/6... https://www.reuters.com/markets/asia/... https://x.com/GoldmanSachs/status/179... https://www.wsj.com/economy/central-b... https://www.cnbc.com/2024/03/01/the-u... https://www.wsj.com/finance/the-u-s-g... https://www.nytimes.com/2024/07/10/bu... https://www.bloomberg.com/news/articl... https://www.cnbc.com/2024/08/02/job-g... https://fred.stlouisfed.org/series/UN... https://polymarket.com/event/how-many... https://www.google.com/finance/quote/... https://www.google.com/finance/quote/... https://www.google.com/finance/quote/... https://www.wsj.com/livecoverage/stoc... https://www.google.com/finance/quote/... https://x.com/RealEJAntoni/status/179... https://www.forbes.com/sites/gurufocu... https://www.google.com/finance/quote/... https://www.ft.com/content/2aa3b542-d... https://www.documentcloud.org/documen... https://x.com/Jason/status/1820823406... https://x.com/chamath/status/18178934... https://www.vox.com/2018/10/31/180395... https://www.natesilver.net/p/tim-walz... https://x.com/NickFondacaro/status/18... https://x.com/KamalaHQ/status/1820918... https://amp.cnn.com/cnn/2024/08/06/po... https://www.nytimes.com/2024/08/07/us... https://x.com/PokerGO/status/18188368... #allin #tech #news