E90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more
- Aug 4, 2022
- 50:52
- Full Episode
0:00 Bestie intros 2:07 Twitter subpoenas the besties! 16:03 Markets overview: dead cat bounce or have we hit the bottom? 34:10 De-globalization trends, Pelosi's Taiwan visit
Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg
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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/DavidSacks/status/1554963395660566533 https://davidsacks.medium.com https://ycharts.com/indicators/us_gas_price https://www.macrotrends.net/1369/crude-oil-price-history-chart https://www.newcomer.co/p/folk-songs-and-stock-charts-coatue https://twitter.com/mkraju/status/1554485039710310401 https://upload.wikimedia.org/wikipedia/commons/a/a1/Geographic_Boundaries_of_the_First_and_Second_Island_Chains.png https://www.nytimes.com/2022/08/01/opinion/nancy-pelosi-taiwan-china.html
Brief Summary
David Sachs discusses a Twitter subpoena while the hosts analyze market trends and geopolitical tensions regarding Taiwan.
Key points
- Taking Back Power. A discussion about reclaiming personal power through therapy and self-awareness.
- Subpoena Drama. David Sachs reveals he's been subpoenaed for his tweets, raising questions about privacy.
- The Bot Problem. The hosts discuss the overwhelming presence of bots on Twitter and their impact.
- Market Volatility Insights. Understanding the VIX and its implications for market behavior.
- Inflation and Interest Rates. Discussion on the impact of inflation and the Fed's rate decisions.
- Global Conflict and Economics. Exploring the potential for global conflict and its economic implications.
Episode highlights
- Taking Back PowerA discussion about reclaiming personal power through therapy and self-awareness.“I am taking back my power.”0:51Aug 4, 2022
- Subpoena DramaDavid Sachs reveals he's been subpoenaed for his tweets, raising questions about privacy.“This is a ridiculous over broad subpoena.”3:00Aug 4, 2022
- The Bot ProblemThe hosts discuss the overwhelming presence of bots on Twitter and their impact.“The bot issue is really real.”12:57Aug 4, 2022
- Market Volatility InsightsUnderstanding the VIX and its implications for market behavior.“When the VIX is in the teens, you tend to buy volatility.”20:32Aug 4, 2022
- Inflation and Interest RatesDiscussion on the impact of inflation and the Fed's rate decisions.“We've never seen a moment in American history where CPI has printed successively above five percent.”25:44Aug 4, 2022
- Global Conflict and EconomicsExploring the potential for global conflict and its economic implications.“The probability of something being a flash point for us this year is high.”29:51Aug 4, 2022
- Pelosi's Controversial TripPelosi's visit to Taiwan sparks debate over its necessity and implications.“This trip was self-indulgent and reckless.”39:22Aug 4, 2022
- China's Perspective on TaiwanChina views Taiwan as sacred territory and is committed to its unification.“Taiwan is sacred territory for China.”42:45Aug 4, 2022
