Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz
from All-In with Chamath, Jason, Sacks & Friedberg
by All-In Podcast, LLC
Published: Fri Aug 09 2024
Show Notes
(0:00) Bestie intros: Jason is back from COVID!
(3:55) Yen carry trade unravels, Japan's unique economic issues
()Recession odds growing, is the US already in a "lowkey recession"?
()Why Buffett is selling Apple and massively increasing Berkshire's cash position
()Major antitrust ruling against Google, predicting outcomes
()Kamala picks Minnesota Governor Tim Walz as her running mate
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Referenced in the show:
https://www.wsj.com/health/wellness/covid-guidelines-2024-cdc-symptoms-contagious-cdefb6b8
https://tradingeconomics.com/japan/interest-rate
https://pebblewriter.com/the-yen-carry-trade-explained
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https://www.reuters.com/markets/asia/japans-nov-core-consumer-inflation-hits-fresh-40-year-high-2022-12-22
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https://www.forbes.com/sites/gurufocus/2024/02/15/warren-buffett-bolsters-chevron-stake-revealing-key-q4-moves
https://www.google.com/finance/quote/AAPL:NASDAQ
https://www.ft.com/content/2aa3b542-d4e4-4afb-8d81-89bb734d7b17
https://www.documentcloud.org/documents/25032786-googleruling
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https://www.vox.com/2018/10/31/18039528/tech-employees-politics-liberal-employers-candidates
https://www.natesilver.net/p/tim-walz-is-a-minnesota-nice-choice
https://x.com/NickFondacaro/status/1820840411335737852
https://x.com/KamalaHQ/status/1820918063966962143
https://amp.cnn.com/cnn/2024/08/06/politics/tim-walz-inside-harris-vp-pick
https://www.nytimes.com/2024/08/07/us/politics/vance-walz-military-record.html