E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more
- Jan 20, 2023
- 1:36:39
- Full Episode
(0:00) Bestie intro, who gets credit for the podcast? (6:27) Top candidates for the Republican nominee in 2024: DeSantis, Youngkin, Haley; major 2024 issues, balancing the budget (19:13) WEF in Davos: is it a grift? Somber mood, globalist mishaps, evaluating the US free trade policy (39:51) Rebuilding infrastructure while avoiding the debt ceiling, immigration reform (1:00:42) TikTok's endgame in the US: banned, spun out, or something else? (1:17:22) Pharma meets AI, best AI business models
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://twitter.com/RitchieTorres/status/1616124738752987152 https://twitter.com/TalbertSwan/status/1616101666582892547 https://www.wsj.com/articles/at-davos-mood-is-somber-as-many-ceos-question-economys-future-11673952415 https://www.washingtonpost.com/world/2023/01/17/davos-globalization-wef-economic-seige https://twitter.com/ShellenbergerMD/status/1614782758328598528 https://www.facebook.com/worldeconomicforum/videos/8-predictions-for-the-world-in-2030/10153920524981479 https://www.weforum.org/agenda/2022/02/how-insects-positively-impact-climate-change https://www.zerohedge.com/geopolitical/dark-side-davos-revealed-global-elite-bookings-sex-workers-soar https://archive.wphna.org/wp-content/uploads/2013/12/04-03_The_National_Interest._Samuel_Huntington_Davos_Man.pdf https://www.nytimes.com/2023/01/15/business/auburn-tiktok-ban-students.html https://www.theinformation.com/articles/vc-s-8-billion-bytedance-headache?rc=g3wfdp https://www.wsj.com/articles/tiktok-tries-to-win-allies-in-the-u-s-with-more-transparency-11673836560 https://www.nytimes.com/2022/12/22/technology/byte-dance-tik-tok-internal-investigation.html https://www.ft.com/content/6670acad-8a5b-4c4a-b6a8-48dc307b6d4d https://www.hellopearl.com https://roboflow.com https://www.reuters.com/business/retail-consumer/brazils-americanas-shares-plunge-pre-market-accounting-inconsistencies-2023-01-12 https://www.wsj.com/articles/alec-baldwin-shooting-charges-involuntary-manslaughter-rust-movie-11674081157
Brief Summary
The episode discusses grooming, political issues, immigration, and TikTok's ownership challenges.
Key points
- Podcast Success Debate. A heated discussion about the podcast's ranking and its content focus.
- Nikki Haley's Political Strategy. Debate on Nikki Haley's potential candidacy and her political stance.
- Davos: A Gathering of Elites. The World Economic Forum in Davos is seen as a meeting of global elites with significant influence over the economy.
- The Cost of Global Trade. The conversation addresses the balance between trade benefits and the hollowing out of local industries.
- Davos Man Defined. The term 'Davos man' refers to globalists with little need for national loyalty.
- Investment Timelines Matter. Reassessing investment timelines could lead to better economic decisions.
Episode highlights
- Podcast Success DebateA heated discussion about the podcast's ranking and its content focus.“I drop down to top 20 in this medium!”1:32Jan 20, 2023
- Nikki Haley's Political StrategyDebate on Nikki Haley's potential candidacy and her political stance.“She's actually like normal and sane and not an idiot.”9:46Jan 20, 2023
- Davos: A Gathering of ElitesThe World Economic Forum in Davos is seen as a meeting of global elites with significant influence over the economy.“Davos has been cast in the negative light of being globalists.”20:44Jan 20, 2023
- The Cost of Global TradeThe conversation addresses the balance between trade benefits and the hollowing out of local industries.“Trade creates dependencies and has distributional effects in terms of geopolitical consequences.”25:14Jan 20, 2023
- Davos Man DefinedThe term 'Davos man' refers to globalists with little need for national loyalty.“Davos man had little need for National loyalty.”39:03Jan 20, 2023
- Investment Timelines MatterReassessing investment timelines could lead to better economic decisions.“The youthful lifespan of an investment isn't 40 years or 50 years, but it may be 12 years.”44:26Jan 20, 2023
- The Importance of ImmigrationImmigration is crucial for America's entrepreneurial spirit and economic growth.“Immigration is the silver bullet here.”49:43Jan 20, 2023
- TikTok Banned on CampusesTikTok has been banned on several university campuses due to security concerns.“This is following 19 states that recently banned TikTok on government devices.”1:01:13Jan 20, 2023
