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Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz
Manage episode 433390521 series 3426587
All-In Podcast, LLC, All-In Podcast, and LLC द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री All-In Podcast, LLC, All-In Podcast, and LLC या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
(0:00) Bestie intros: Jason is back from COVID!
(3:55) Yen carry trade unravels, Japan's unique economic issues
(27:22) Recession odds growing, is the US already in a "lowkey recession"?
(45:46) Why Buffett is selling Apple and massively increasing Berkshire's cash position
(55:54) Major antitrust ruling against Google, predicting outcomes
(1:22:41) Kamala picks Minnesota Governor Tim Walz as her running mate
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Intro Music Credit:
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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
https://www.statista.com/statistics/604424/median-age-of-the-population-in-japan
https://www.reuters.com/markets/asia/japans-nov-core-consumer-inflation-hits-fresh-40-year-high-2022-12-22
https://x.com/GoldmanSachs/status/1793998451291615316
https://www.wsj.com/economy/central-banking/boj-wont-raise-rates-when-markets-are-unstable-deputy-gov-says-6f4bf962
https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html
https://www.wsj.com/finance/the-u-s-government-will-soon-spend-more-on-interest-payments-than-defense-ee6fbeec
https://www.nytimes.com/2024/07/10/business/archegos-bill-hwang-guilty.html
https://www.bloomberg.com/news/articles/2024-08-08/jpmorgan-says-three-quarters-of-global-carry-trades-now-unwound
https://www.cnbc.com/2024/08/02/job-growth-totals-114000-in-july-much-less-than-expected-as-unemployment-rate-rises-to-4point3percent.html
https://fred.stlouisfed.org/series/UNRATE
https://polymarket.com/event/how-many-fed-rate-cuts-this-year
https://www.google.com/finance/quote/.DJI:INDEXDJX
https://www.google.com/finance/quote/SPY:NYSEARCA
https://www.google.com/finance/quote/.IXIC:INDEXNASDAQ
https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-08-07-2024/card/airbnb-stock-slides-after-rental-company-warns-of-slowing-u-s-demand-inf2c6emjcl5KI7KmkfR
https://www.google.com/finance/quote/ABNB:NASDAQ
https://x.com/RealEJAntoni/status/1799085407394845087
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
https://x.com/Jason/status/1820823406503157764
https://x.com/chamath/status/1817893425137508474
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
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