E83: Market slide continues, and how to address Uvalde
from All-In with Chamath, Jason, Sacks & Friedberg
by All-In Podcast, LLC
Published: Fri May 27 2022
Show Notes
0:00 Bestie Guestie Brad Gerstner joins the show
1:00 All-In Summit recap and best moments
State of the markets, $ZM/$SNOW earnings, how much more uncertainty?
$SNAP drops after miscalculating earnings targets, understanding signs of a true bottom, the end of entitlement
Down market end game, investor decisions, reasons for optimism, quick reset potential
Sacks explains his concept for "default investable," Besties share thoughts on proactive layoffs and course correction
Addressing Uvalde, legislative disappointment, potential preventative solutions
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Intro Music Credit:
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://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