(0:00) Bestie gut health!
(2:17) Twitter Files Part 2: shadow banning and blacklisting entire accounts and topics; how content moderation was handled at other tech giants
(33:09) Twitter Files Part 1: Suppressing the New York Post's Hunter Biden laptop story
(47:30) China effectively ends Zero-Covid policies, Iran, China, and Japan demographics
(58:27) Kevin O'Leary defends FTX on CNBC, was paid $15M as a spokesperson; Sinema flips to Independent
Follow the besties:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/mtaibbi/status/1598822959866683394
https://twitter.com/bariweiss/status/1601007575633305600
https://twitter.com/c4chaos/status/1601048264262180864
https://twitter.com/bariweiss/status/1601020845224128512
https://twitter.com/DavidSacks/status/1601052241145696256
https://twitter.com/bariweiss/status/1601023504916172800
https://twitter.com/NewsPolitics/status/1601028254831620096
https://twitter.com/elonmusk/status/1601031111244599296
https://twitter.com/JamesTodaroMD/status/1601042622516035584
https://twitter.com/elonmusk/status/1601042125130371072
https://twitter.com/Jason/status/1601044058276655104
https://twitter.com/mtaibbi/status/1598831435288563712
https://twitter.com/mtaibbi/status/1600243405841666048
https://nypost.com/2022/12/03/twitter-files-reveal-james-baker-in-hunter-biden-laptop-scandal
https://www.cbsnews.com/news/hunter-biden-laptop-data-analysis
https://www.politico.com/news/2020/10/19/hunter-biden-story-russian-disinfo-430276
https://www.cnn.com/2022/12/08/china/china-zero-covid-relaxation-reaction-intl-hnk/index.html
https://www.indexmundi.com/graphs/population-pyramids/japan-population-pyramid-2020.jpg
https://www.wsj.com/articles/sen-kyrsten-sinema-leaves-democratic-party-11670587227
(0:00) Bestie hangover!
(1:05) Analyzing SBF's media tour: his angle, media coverage, and more
(21:09) FTX culpability: media, investors, regulators
(53:41) Challenging media coverage of other countries, China's current situation, Xi Jinping's standing
(1:10:04) What OpenAI's new ChatGPT tool means for the future
(1:26:30) David Sacks on the slowdown in SaaS, use case endgame for generative AI
Follow the besties:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.youtube.com/watch?v=KMZckrBPw38
https://twitter.com/lizrhoffman/status/1595193884438568960
https://taibbi.substack.com/p/be-it-resolved-dont-trust-mainstream
https://www.newcomer.co/p/taking-kid-gloves-to-all-in-my-reflections
https://twitter.com/jdjkelly/status/1598021488795586561
https://twitter.com/pmarca/status/1598413401705021440
https://twitter.com/jdjkelly/status/1598021488795586561
https://twitter.com/DavidSacks/status/1598076726671642624
https://twitter.com/DavidSacks/status/1598363968547876864
0:00 Bestie intros!
2:19 Trump announces 2024 presidential bid
26:07 Each bestie names their most important policy issue for 2024
59:03 Big tech belt-tightening, activist investor calls out Google, professional-managerial class culture
1:17:23 SBF's leaked DMs, Elon's culture shift
1:38:22 Sacks's big chess victory, Friedberg's public company analysis, and more
Follow the besties:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/ianbremmer/status/1592951330955759616
https://twitter.com/DavidSacks/status/1592970866312482816
https://twitter.com/DavidSacks/status/1593041589685063683
https://www.washingtonpost.com/national-security/2022/11/14/trump-motive-mar-a-lago-documents
https://twitter.com/IAPolls2022/status/1592271468045684736
https://deadline.com/2022/11/donald-trump-2024-new-york-post-ivanka-trump-1235173748
https://fred.stlouisfed.org/series/GFDEGDQ188S
https://fred.stlouisfed.org/series/GFDGDPA188S
https://en.wikipedia.org/wiki/List_of_countries_by_public_debt
https://fred.stlouisfed.org/series/FYFRGDA188S
https://www.theverge.com/2022/11/17/23465169/amazon-layoffs-continuing-2023-ceo-andy-jassy
https://www.tcifund.com/files/corporateengageement/alphabet/15th%20November%202022.pdf
https://twitter.com/antoniogm/status/1593606745955348481
https://twitter.com/DavidSacks/status/1590110462347444224
https://twitter.com/g_shullenberger/status/1590069877288886274
https://compactmag.com/article/the-email-caste-s-last-stand
https://twitter.com/bgurley/status/1593448516394881024
https://twitter.com/Jason/status/1593653573329436672
FTXFILING.pdf">https://s.wsj.net/public/resources/documents/FTXFILING.pdf
https://twitter.com/balajis/status/1593141361582444544
(0:00) New bestie game show!
(6:20) Election recap: Red wave falls flat, Republican party flips from Trump to DeSantis, a rebuke of extremism
(20:47) Coinbase CEO Brian Armstrong joins to break down the FTX collapse, further contagion risk, regulation, and more!
(43:32) Red flags exhibited by Sam Bankman-Fried and FTX, lack of governance/diligence
(1:06:00) Macroeconomic picture, lower than expected CPI print catalyzes market tear, advice for founders
Follow the besties:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.nytimes.com/2022/11/10/us/politics/biden-ukraine-russia-diplomacy.html
https://twitter.com/GordonJohnson19/status/1591062535586848768
0:00 Bestie intros
4:09 Assessing SBF bailing out major crypto players & the state of the market
18:24 Classifying crypto assets, high-yield crypto lending
34:17 Zendesk sells for $10B, accounting for stock-based comp, evergreen standard in tech
1:01:24 Buyout targets, public market "regime change"
1:08:21 Russia/Ukraine impact on markets, could US diplomacy have prevented the war?
1:28:35 Science Corner: Friedberg breaks down the newest breakthrough AlphaFold application
Follow the besties:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.wsj.com/articles/crypto-fund-three-arrows-ordered-to-liquidate-by-court-11656506404
https://www.cnbc.com/2022/06/22/sam-bankman-fried-rescues-crypto-lenders-blockfi-voyager.html
https://twitter.com/ForbesCrypto/status/1541893168152690690
https://twitter.com/DavidSacks/status/1540732780501381121
https://www.coinbase.com/price/bitcoin
https://www.coinbase.com/price/ethereum
https://www.blockchaincenter.net/en/altcoin-season-index/
https://techcrunch.com/2022/02/11/zendesk-spurns-17b-private-equity-takeover-offer/
https://cloudedjudgement.substack.com/p/clouded-judgement-62422
https://www.google.com/finance/quote/CRM:NYSE
https://www.google.com/finance/quote/WDAY:NASDAQ
https://www.google.com/finance/quote/NOW:NYSE
https://cdn.manscaped.io/assets/investor-relations/manscaped-investor-presentation-slides-2022.pdf
https://investor.onepeloton.com/node/9271/html
https://investors.buzzfeed.com/node/7426/html
https://kalshi.com/events/CPI-22JUN/markets/CPI-22JUN-T0.9
https://www.washingtonpost.com/national-security/2022/06/17/long-war-ukraine/
https://twitter.com/missy_ryan/status/1537944064703619074
https://www.reuters.com/world/kremlin-says-nato-expansion-ukraine-crosses-red-line-putin-2021-09-27/
https://www.nytimes.com/2021/06/16/world/europe/biden-putin-geneva-meeting.html
https://amp.cnn.com/cnn/2021/09/01/politics/ukraine-volodymyr-zelensky-biden-white-house/index.html
https://www.state.gov/u-s-ukraine-charter-on-strategic-partnership/
https://apnews.com/article/moscow-russia-europe-ukraine-belarus-6d9818ff922a2650de107734a7c3faf5
https://news.yahoo.com/blinken-says-no-change-nato-193615967.html
https://www.science.org/doi/10.1126/science.abm9326
All-In E79 on RvW leaked draft: https://youtu.be/qH696z3ml1Q
Bloomberg's Ed Ludlow breaks down the latest in the FTX case, with another former member of Sam Bankman-Fried's inner circle planning to plead guilty to US criminal charges over his role in an alleged multiyear fraud. Plus, Tesla is said to weigh a bid for battery metal miner Sigma Lithium.
See omnystudio.com/listener for privacy information.
Bloomberg's Caroline Hyde and Ed Ludlow break down Big Tech earnings with a focus on Alphabet, Apple and Amazon. Plus, Bloomberg's exclusive interview with the former US President of FTX on what went down before its collapse.
See omnystudio.com/listener for privacy information.
Bloomberg's Caroline Hyde and Ed Ludlow break down the latest from FTX's bankruptcy and how long can we expect crypto contagion to last. Plus, a six-year update on Airbnb's plan to fight discrimination within its community.
See omnystudio.com/listener for privacy information.
Bloomberg's Caroline Hyde and Ed Ludlow break down the latest from the FTX hearing on Capitol Hill, with FTX's current CEO John Ray III blasting the former FTX team under Sam Bankman-Fried's leadership. Plus, what's next after Bankman-Fried's arrest in the Bahamas on Monday.
See omnystudio.com/listener for privacy information.
Bloomberg's Caroline Hyde and Ed Ludlow break down why Elon Musk is feuding with the city of San Francisco over makeshift bedrooms in the Twitter office. Plus, a look at FTX's warning signs, and Microsoft meeting the FTC on its Activision deal.
See omnystudio.com/listener for privacy information.
Bloomberg's Ed Ludlow breaks down the latest out of the FTX collapse and Sam Bankman-Fried's recent interviews. Plus, a look at Elon Musk's Neuralink, which could start human implants within six months.
See omnystudio.com/listener for privacy information.
Bloomberg's Caroline Hyde and Ed Ludlow discuss what led to violent protests at Apple's main iPhone plant in China. Plus, Sam Bankman-Fried's apology to FTX employees, and Elon Musk's second thoughts about Twitter's moderation council.
See omnystudio.com/listener for privacy information.
Bloomberg's Caroline Hyde and Ed Ludlow break down what came out of the FTX bankruptcy hearing and Genesis' possible bankruptcy. Plus, Binance's CEO is turning to the Middle East for some cash.
See omnystudio.com/listener for privacy information.
Bloomberg's Caroline Hyde and Ed Ludlow break down the latest after the announcement that Bob Iger will return as Disney CEO. Plus, why Coinbase hit a record low, more on the FTX probe, and how tech layoffs are impacting non-US citizens.
See omnystudio.com/listener for privacy information.
Bloomberg's Caroline Hyde and Ed Ludlow discuss the significance of the Theranos trial for Silicon Valley. Plus, Elon Musk's ultimatum to staff doesn't go as planned, and FTX's not done with legal challenges.
See omnystudio.com/listener for privacy information.
Bloomberg's Caroline Hyde and Ed Ludlow break down the latest in the FTX drama, with the new CEO saying the management of FTX is the worst he's ever seen. Plus, Cisco rises after an earnings beat and announcing layoffs.
See omnystudio.com/listener for privacy information.
Bloomberg's Caroline Hyde and Ed Ludlow break down the continuing contagion after the collapse of FTX, with Genesis the latest target in the crypto world. Plus, a look at TikTok's plan to isolate US user data in partnership with Oracle.
See omnystudio.com/listener for privacy information.
Bloomberg's Caroline Hyde and Ed Ludlow discuss the worth of crypto companies after the FTX fiasco and BlockFi's potential bankruptcy, while the NY Fed is still charging ahead with plans of a digital dollar. Plus, why SpaceX is fundraising at a valuation upwards of $150 billion.
See omnystudio.com/listener for privacy information.
Bloomberg's Caroline Hyde and Ed Ludlow break down the latest from the FTX empire's meltdown. Plus, a look at a potential path to warmer ties between the US and China, and an interview with VC investor Vinod Khosla.
See omnystudio.com/listener for privacy information.
Bloomberg's Caroline Hyde breaks down the continuing FTX fallout and its impact on the crypto space, and why the Nasdaq 100 notched its biggest two-day record. Plus, why Twitter suspended its $8 subscription program launched earlier in the week.
See omnystudio.com/listener for privacy information.
For her last daily Bloomberg Technology show, Emily Chang breaks down the latest in the FTX implosion, and takes a look at Elon Musk hinting at a potential bankruptcy of Twitter. Plus, a discussion with AMD CEO Lisa Su.
See omnystudio.com/listener for privacy information.
Bloomberg's Emily Chang breaks down what happened for the Binance-FTX.com deal to fall apart, and what it means for the crypto world. Plus, a look at Meta's first major round of layoffs in its history, and a conversation with Reid Hoffman on generative AI.
See omnystudio.com/listener for privacy information.
Bloomberg's Emily Chang breaks down the latest from the Midterm elections and what impact the results could have on Big Tech. Plus, a look at Prop 30 in California and why Lyft is backing it, and how Binance decided to buy rival crypto exchange FTX.com
See omnystudio.com/listener for privacy information.
Bloomberg's Ed Ludlow, in for Emily Chang, breaks down the latest in FTX signing an option to buy crypto lender BlockFi. Plus, doctors tell Bloomberg potentially deadly abortion advice is spreading online.
See omnystudio.com/listener for privacy information.
Bloomberg's Emily Chang breaks down the latest rumors of FTX seeking to acquire Robinhood, according to sources. Plus, how companies are helping employees who may need abortion care, and what's the latest in the trial of former Theranos exec Sunny Balwani.
See omnystudio.com/listener for privacy information.
Bloomberg's Emily Chang breaks down the latest developments the war in Ukraine has on technology and business. She covers cyber security, latest news on cryptocurrency as FTX expands operations in Europe and Middle East, and a preview of Apple's first event of the year on this edition of Bloomberg Technology.
Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
See omnystudio.com/listener for privacy information.
Why you really need to start using a password manager, a look inside the downfall of FTX, and smart tech tips from Kim Komando and friends.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Tim Brown is a retired, decorated 20-year FDNY firefighter, a survivor of the 9/11 attack on the World Trade Center, a first responder to the 1993 attack on the WTC and a veteran of the New York Urban Search & Rescue Task Force team that responded to the 1995 attack on the Alfred P. Murrah federal building in Oklahoma City. Tim lost 93 of his friends on Sept. 11th, including his two best friends. When Tim shared his experiences on the ground during the 9/11 attacks on the WTC you stop breathing because It really makes you understand the real human experience of that day and the effect it still has on survivors like Tim almost 20 years later.
What Brothers Do: https://amzn.to/2JZBAHU
Join Koncrete on Patreon: FTXFyNA%3D%3D" rel="nofollow" target="_blank">https://bit.ly/koncretepatreon
Shapel Lacey is comedian based in Los Angeles. You can check him out on his podcast "Its Managed and also on Fighter and the Kid with Brendan Schaub. Shapel Lacey Instagram: FTXZIaDEzMjBxSEh2ZDhJWFNnbUJCNWM4T1BlUTdpVQ%3D%3D&q=https%3A%2F%2Fwww.instagram.com%2Fshapellacey&v=CoDn1l3x0vI&event=video_description" rel="nofollow" target="_blank">https://www.instagram.com/shapellacey
Kathleen opens the show drinking a Blonde Ale from Scottys Bierwerks in Cape Coral FL. She reviews her weekend doing shows in Fort Pierce, Coral Springs, and Fort Meyers, and having the opportunity to spend time catching up with her friends Greg Gumbel and then Bob Ley over the weekend.
QUEEN NEWS: Kathleen shares that Queen Dolly is working on a rock album, which will include duets with Cher and Stevie Nicks.
GOOD BAD FOOD: In her quest for delicious not-so-nutritious food, Kathleen samples Kraft Tangy Bacon Catalina dressing, and Ruffles KFC flavored chips.
UPDATES: Kathleen gives an update on Britney Spears freedom, and the Vatican is reopening the 1983 cold case of the Vatican Girl.
HOLY SHIT THEY FOUND IT: Kathleen is amazed to read about the discovery of a Megalodon tooth off the coast of Maryland, the ancient Temple of Poseidon is found in Greece., and a man buys a $2 photograph of Billy the Kid worth $5M in a thrift shop.
FRONT PAGE PUB NEWS: Kathleen shares articles on In-N-Out Burgers expansion into Tennessee, the Missouri Republican Party tightens the dress code for women in the House, the skyrocketing price of eggs due to the avian flu, daredevil Robbie Knievel dies at age 60, 411 is going out of service, FTX-bankruptcy-tom-brady-gisele-bundchen" rel="noopener noreferrer" target="_blank">FTX bankruptcy filings reveal how much celebrities invested and lost, and Marie Osmond discusses her kids inheritance.
WHAT TO WATCH THIS WEEK: Kathleen recommends watching George & Tammy on Showtime, and If I Leave Here Tomorrow on Netflix.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Kathleen opens the show drinking a Thirsty Frog Caribbean Wheat beer from Carnival Cruise Lines. She reviews her holiday activities, including Christmas Eve fighting a chimney fire at her brothers house, and hanging out with her cousins in Nashville for New Years.
QUEEN NEWS: Kathleen shares the rumor that Cher is engaged to her 36-year-old boyfriend, praises Dolly for her NYE show with Miley Cyrus, and Tanya Tucker rocked the Rose Bowl parade.
GOOD BAD FOOD: In her quest for delicious not-so-nutritious food, Kathleen samples Backers Sour Cream & Onion potato chips from Fulton MO, Dots Cinnamon Sugar Pretzels, and Kens Lite Honey Mustard dressing.
UPDATES: Kathleen gives an update on the Metaverses 2022 dismal start, and the Nazi Secretary of Evil is sentenced at age 97
HOLY SHIT THEY FOUND IT: Kathleen is amazed to read about the discovery of the nails used in the crucifixion of Christ, and the worlds oldest star map is found inside a medieval manuscript.
FRONT PAGE PUB NEWS: Kathleen shares articles on Nostradamus and Baba Vangas predictions for 2023, FTX-fraudster-Sam-Bankman-Fried-relaxes-JFK-lounge-class-AA-seat-flies-home.html" rel="noopener noreferrer" target="_blank">FTX founder Sam Bankman-Fried is extradited to the US in Business class, Netflix will end password sharing in 2023, French serial killer The Serpent: is released from jail, an Arctic snowy owl is spotted in S. California, and Kansas City Chiefs superfan ChiefAHolic fan robs banks on his way to away games.
WHAT TO WATCH THIS WEEK: Kathleen recommends watching The Serpent on Netflix.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Kathleen opens the show drinking a Festivus Holiday Ale from Market Garden Brewery in Cleveland. She reviews her weekend in Cleveland, Warren, and Cincinnati OH, stopping by her favorite her bars The Harbor Inn and Mount Adams Bar & Grill, and the fantastic crowds at the shows.
QUEEN NEWS: Kathleen announces that Queen Dolly has received $100M from Amazons Jeff Bezos, to bolster all her philanthropic initiatives.
GOOD BAD FOOD: In her quest for delicious not-so-nutritious food AND in continuing her search for the best Ranch, Kathleen samples Hartville Kitchen Ranch Dressing from Ohio, Cincinnatis local Grippos bbq potato chips, and Cheez-It Buffalo Wing crackers.
UPDATES: Kathleen gives an update on Mattress Macks historic World Series bet, seven new Banksy murals appear in the Ukraine, the Van Gogh painting The Sower is vandalized with pea soup, animal dealer Mimi Erotic surrenders, Gisele buys a Miami mansion directly across from her ex Tom Brady, and Elon changes the Twitter blue checkmark strategy,
HOLY SHIT THEY FOUND IT: Kathleen is amazed to read about the discovery of an ancient Christian monastery off the coast of the UAE.
FRONT PAGE PUB NEWS: Kathleen shares articles detailing FTX-2022-11-10/" rel="noopener noreferrer" target="_blank">the collapse of crypto exchange FTX and the status of founder Sam Bankman-Frieds $16B fortune questioned, a T-Rex skull is found in South Dakota, Casey Anthony resurfaces in a new Peacock docuseries, Iowa may have a serial killer, John Wayne Gacys sinister clown painting sells for thousands at auction, Tyson Foods CFO is arrested for passing out in a strangers house while intoxicated, and an extremely rare black Canadian lynx is photographed for the first time.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
November's CPI rose just 0.1%, lower than economists were expecting.
(0:21) Jim Gillies discusses:
- How inflation in the US compares to other countries
- Why some Nasdaq stocks have been "brutalized"
- Sam Bankman-Fried, co-founder of FTX, being arrested and charged with (among other things) conspiracy and securities fraud
(12:45) Alison Southwick and Robert Brokamp answer listeners questions about how many stocks to own, financial aid, and saving for kids.
Stocks mentioned: STLJF
Holiday Music: Five Pound Box Of Money by Pearl Bailey
Host: Chris Hill
Guests: Jim Gillies, Alison Southwick, Robert Brokamp
Producer: Ricky Mulvey
Engineer: Rick Engdahl
The Dow closes out a strong (relative to other indices) month, and we take a closer look at the collapse of FTX.
(0:21) Jim Gillies discusses:
- Why the Dow Jones Industrial Average is "the dumbest index"
- Where investors can find ballast for their portfolios
(15:12) What actually happened with the collapse of FTX? Dylan Lewis and Ricky Mulvey take a closer look at that, as well as some key takeaways for investors.
Stocks mentioned: SHOP, AAPL, KO, MSFT, COIN, HOOD, MSTR
Host: Chris Hill
Guests: Jim Gillies, Dylan Lewis
Producer: Ricky Mulvey
Engineer: Dan Boyd
Deepfake shenanigans strike users of troubled crypto firm FTX, the perils of charging your electric vehicle, and is Microsoft's takeover of Activision good news for video game fanatics.
All this and much much more is discussed in the latest edition of the "Smashing Security" podcast by computer security veterans Graham Cluley and Carole Theriault, joined this week by John Hawes of AMTSO.
Warning: This podcast may contain nuts, adult themes, and rude language.
Episode links:
There has been a lot of news coverage on Sam Bankman-Fried and the FTX disaster and all the pieces that led to its final meltdown. Mark Goodwin is the writer of the newly released article covering all the ins and outs of this major financial news story. And we cover it all in this episode.
IN THIS EPISODE, YOULL LEARN:
00:00 - Intro
01:33 - Mark's thoughts on the cover of the Magazine.
05:35 - The timeline of FTX's founding.
09:59 - SBF's network and how was it even possible.
25:28 - Why and how SBF donated to 456 individual political campaigns.
31:36 - Where did 80,394 Bitcoin go in the Luna Foundation?
39:09 - Who was Nikolai Mushegian and why is he important?
01:00:57 - The current digital dollar pilot program with the FED of New York and BNY Mellon.
01:03:43 - Mark's thoughts on everything being about the dollar vs Bitcoin.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
NEW TO THE SHOW?
P.S The Investors Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!
SPONSORS
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Trey brings back financial historian, Jamie Catherwood. Jamie is a Client Portfolio Specialist at O'Shaughnessy Asset Management and the author of the popular blog, Investor Amnesia.
Trey and Jamie discuss the historical viewpoint on a post-bubble world, the impact of 1800s markets on our current market outlook, and more.
IN THIS EPISODE YOULL LEARN:
00:00 - Intro
01:45 - How markets from the 1800s can inform how we view our market today.
13:27 - How the frauds of today like FTX draw similarities to frauds of the past.
31:00 - How the crypto market resembles the early days of the stock market.
40:32 - Why market regulations developed in the US.
54:10 - Where the term bankruptcy comes from.
55: 30 - Other fascinating facts and stories from the past.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
NEW TO THE SHOW?
P.S The Investors Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!
SPONSORS
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you we really appreciate it!
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
IN THIS EPISODE, YOULL LEARN:
00:00 - intro
01:37 - What's the mastermind's thoughts on FTX and SBF?
10:22 - What's happening with Gemini, DCG, Genesis, & GBTC?
14:37 - What's the group's thoughts on Binance?
15:04 - Why is a risk assessment of counterparts risk so important?
15:04 - Thoughts on liquidity and how to use it to understand volatility limits.
22:30 - An overview of Fixed Income Markets and High Yield Debt.
41:39 - Thoughts on inflation and what it might trend towards in 2023.
58:16 - The 30-year versus the 3-month and what that means for FED policy moving forward.
01:15:46 - Is China demand coming back online?
01:25:33 - What potentially causes a final capitulation for this cycle (will there even be one)?
01:31:05 - What to expect from the price of Bitcoin in 2023.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
NEW TO THE SHOW?
P.S The Investors Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!
SPONSORS
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
IN THIS EPISODE, YOULL LEARN:
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
NEW TO THE SHOW?
P.S The Investors Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!
SPONSORS
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
IN THIS EPISODE, YOULL LEARN:
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
NEW TO THE SHOW?
P.S The Investors Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!
SPONSORS
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
IN THIS EPISODE, YOULL LEARN:
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
NEW TO THE SHOW?
P.S The Investors Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!
SPONSORS
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.