All-In with Chamath, Jason, Sacks & Friedberg
All-In with Chamath, Jason, Sacks & Friedberg
E58: November's CPI, preparing for a downturn, macro outlook,'s botched layoffs & more

0:00 Bestie Intro: Chamath’s happy hour and sweater feud

7:11 Breaking down the new 6.8% CPI number, reflecting on old inflation takes, jobs report, understanding why CPI is misleading

23:05 How growth stocks got overblown, current valuation outlook, government as capital allocators

40:12 Deficit trouble: will another president ever try and balance the budget? Areas of positivity in the economy

50:29’s botched layoffs, impact of overcapitalization, macro outlook for founders

1:11:16 Lessons from the Jussie Smollett saga

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