E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth

Jul 14, 2023 · 1h 28m

(0:00) Addressing the podcast hack (2:55) Macro picture: inflation cools, what happens to rates, market sentiment, soft landing, tech run-up (20:34) Consumer sentiment: demand crash coming? (30:31) BREAKING: Ripple gets big win in SEC case, token rips (36:33) Lina Khan's losing streak, "spray and pray" strategy, overzealous regulators (51:08) EV supply/demand mismatch (1:04:58) Fraught NATO summit, ammo crisis, Sweden joins NATO (1:18:52) Science Corner: New paper on reversing cellular aging Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.wsj.com/articles/consumer-price-index-report-june-inflation-ede7f4b1 https://fortune.com/2023/06/05/larry-summers-floats-idea-half-point-interest-rate-hike-july https://www.wsj.com/articles/as-inflation-goes-down-soft-landing-odds-improve-5166e6af https://fred.stlouisfed.org/series/UNRATE https://www.wsj.com/articles/di…

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