Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz

2024-08-09 · 104 min · 52 entities

episode page audio

Asserted relationships

→ references Yung Spielburg person

0.77

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://twitter.com/yung_spielburg
→ references Allinpod company

0.77

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://linkedin.com/company/allinpod
→ discusses Technology company

0.40

evidence rules-v4
Feed category: Technology
→ discusses Business concept

0.40

evidence rules-v4
Feed category: Business
→ discusses Entrepreneurship concept

0.40

evidence rules-v4
Feed category: Entrepreneurship
→ hosted by All-In Podcast, LLC company

0.40

evidence rules-v4
Feed author/publisher: All-In Podcast, LLC
→ references Tppkzl website

0.38

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://rb.gy/tppkzl
→ references @Theallinpod website

0.38

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://tiktok.com/@theallinpod
→ references SPY:NYSEARCA website

0.38

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://google.com/finance/quote/SPY:NYSEARCA
→ references .DJI:INDEXDJX website

0.38

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://google.com/finance/quote/.DJI:INDEXDJX
→ references AAPL:NASDAQ website

0.38

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://google.com/finance/quote/AAPL:NASDAQ
→ references Covid Guidelines 2024 Cdc Symptoms Contagious Cdefb6b8 website

0.38

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://wsj.com/health/wellness/covid-guidelines-2024-cdc-symptoms-contagious-cdefb6b8
→ references Interest Rate person

0.38

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://tradingeconomics.com/japan/interest-rate
→ references The Yen Carry Trade Explained person

0.38

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://pebblewriter.com/the-yen-carry-trade-explained
→ references Median Age Of The Population In Japan website

0.38

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://statista.com/statistics/604424/median-age-of-the-population-in-japan
→ references Archegos Bill Hwang Guilty person

0.38

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://nytimes.com/2024/07/10/business/archegos-bill-hwang-guilty.html
→ references How Many Fed Rate Cuts This Year website

0.38

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://polymarket.com/event/how-many-fed-rate-cuts-this-year
→ references .IXIC:INDEXNASDAQ website

0.38

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://google.com/finance/quote/.IXIC:INDEXNASDAQ
→ references ABNB:NASDAQ website

0.38

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://google.com/finance/quote/ABNB:NASDAQ
→ references Warren Buffett Bolsters Chevron Stake Revealing Key Q4 Moves website

0.38

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://forbes.com/sites/gurufocus/2024/02/15/warren-buffett-bolsters-chevron-stake-revealing-key-q4-moves
→ references 2aa3b542 D4e4 4afb 8d81 89bb734d7b17 website

0.38

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://ft.com/content/2aa3b542-d4e4-4afb-8d81-89bb734d7b17
→ references Googleruling website

0.38

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://documentcloud.org/documents/25032786-googleruling
→ references Tech Employees Politics Liberal Employers Candidates website

0.38

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://vox.com/2018/10/31/18039528/tech-employees-politics-liberal-employers-candidates
→ references Tim Walz Is A Minnesota Nice Choice website

0.38

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://natesilver.net/p/tim-walz-is-a-minnesota-nice-choice
→ references Tim Walz Inside Harris Vp Pick website

0.38

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://amp.cnn.com/cnn/2024/08/06/politics/tim-walz-inside-harris-vp-pick
→ references Vance Walz Military Record person

0.38

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://nytimes.com/2024/08/07/us/politics/vance-walz-military-record.html

Entities found in this episode

websites 32

mentioned Tppkzl website

0.45

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://rb.gy/tppkzl
mentioned @Theallinpod website

0.45

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://tiktok.com/@theallinpod
mentioned SPY:NYSEARCA website

0.45

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://google.com/finance/quote/SPY:NYSEARCA
mentioned .DJI:INDEXDJX website

0.45

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://google.com/finance/quote/.DJI:INDEXDJX
mentioned AAPL:NASDAQ website

0.45

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://google.com/finance/quote/AAPL:NASDAQ
mentioned Covid Guidelines 2024 Cdc Symptoms Contagious Cdefb6b8 website

0.45

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://wsj.com/health/wellness/covid-guidelines-2024-cdc-symptoms-contagious-cdefb6b8
mentioned Median Age Of The Population In Japan website

0.45

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://statista.com/statistics/604424/median-age-of-the-population-in-japan
mentioned How Many Fed Rate Cuts This Year website

0.45

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://polymarket.com/event/how-many-fed-rate-cuts-this-year
mentioned .IXIC:INDEXNASDAQ website

0.45

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://google.com/finance/quote/.IXIC:INDEXNASDAQ
mentioned ABNB:NASDAQ website

0.45

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://google.com/finance/quote/ABNB:NASDAQ
mentioned Warren Buffett Bolsters Chevron Stake Revealing Key Q4 Moves website

0.45

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://forbes.com/sites/gurufocus/2024/02/15/warren-buffett-bolsters-chevron-stake-revealing-key-q4-moves
mentioned 2aa3b542 D4e4 4afb 8d81 89bb734d7b17 website

0.45

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://ft.com/content/2aa3b542-d4e4-4afb-8d81-89bb734d7b17
mentioned Googleruling website

0.45

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://documentcloud.org/documents/25032786-googleruling
mentioned Tech Employees Politics Liberal Employers Candidates website

0.45

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://vox.com/2018/10/31/18039528/tech-employees-politics-liberal-employers-candidates
mentioned Tim Walz Is A Minnesota Nice Choice website

0.45

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://natesilver.net/p/tim-walz-is-a-minnesota-nice-choice
mentioned Tim Walz Inside Harris Vp Pick website

0.45

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://amp.cnn.com/cnn/2024/08/06/politics/tim-walz-inside-harris-vp-pick
references Tppkzl website

0.38

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://rb.gy/tppkzl
references @Theallinpod website

0.38

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://tiktok.com/@theallinpod
references SPY:NYSEARCA website

0.38

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://google.com/finance/quote/SPY:NYSEARCA
references .DJI:INDEXDJX website

0.38

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://google.com/finance/quote/.DJI:INDEXDJX
references AAPL:NASDAQ website

0.38

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://google.com/finance/quote/AAPL:NASDAQ
references Covid Guidelines 2024 Cdc Symptoms Contagious Cdefb6b8 website

0.38

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://wsj.com/health/wellness/covid-guidelines-2024-cdc-symptoms-contagious-cdefb6b8
references Median Age Of The Population In Japan website

0.38

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://statista.com/statistics/604424/median-age-of-the-population-in-japan
references How Many Fed Rate Cuts This Year website

0.38

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://polymarket.com/event/how-many-fed-rate-cuts-this-year
references .IXIC:INDEXNASDAQ website

0.38

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://google.com/finance/quote/.IXIC:INDEXNASDAQ
references ABNB:NASDAQ website

0.38

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://google.com/finance/quote/ABNB:NASDAQ
references Warren Buffett Bolsters Chevron Stake Revealing Key Q4 Moves website

0.38

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://forbes.com/sites/gurufocus/2024/02/15/warren-buffett-bolsters-chevron-stake-revealing-key-q4-moves
references 2aa3b542 D4e4 4afb 8d81 89bb734d7b17 website

0.38

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://ft.com/content/2aa3b542-d4e4-4afb-8d81-89bb734d7b17
references Googleruling website

0.38

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://documentcloud.org/documents/25032786-googleruling
references Tech Employees Politics Liberal Employers Candidates website

0.38

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://vox.com/2018/10/31/18039528/tech-employees-politics-liberal-employers-candidates
references Tim Walz Is A Minnesota Nice Choice website

0.38

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://natesilver.net/p/tim-walz-is-a-minnesota-nice-choice
references Tim Walz Inside Harris Vp Pick website

0.38

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://amp.cnn.com/cnn/2024/08/06/politics/tim-walz-inside-harris-vp-pick

persons 10

mentioned Yung Spielburg person

0.90

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://twitter.com/yung_spielburg
references Yung Spielburg person

0.77

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://twitter.com/yung_spielburg
mentioned Interest Rate person

0.45

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://tradingeconomics.com/japan/interest-rate
mentioned The Yen Carry Trade Explained person

0.45

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://pebblewriter.com/the-yen-carry-trade-explained
mentioned Archegos Bill Hwang Guilty person

0.45

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://nytimes.com/2024/07/10/business/archegos-bill-hwang-guilty.html
mentioned Vance Walz Military Record person

0.45

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://nytimes.com/2024/08/07/us/politics/vance-walz-military-record.html
references Interest Rate person

0.38

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://tradingeconomics.com/japan/interest-rate
references The Yen Carry Trade Explained person

0.38

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://pebblewriter.com/the-yen-carry-trade-explained
references Archegos Bill Hwang Guilty person

0.38

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://nytimes.com/2024/07/10/business/archegos-bill-hwang-guilty.html
references Vance Walz Military Record person

0.38

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://nytimes.com/2024/08/07/us/politics/vance-walz-military-record.html

companys 6

mentioned Allinpod company

0.90

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://linkedin.com/company/allinpod
references Allinpod company

0.77

evidence rules-v4
Link in episode "Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz": https://linkedin.com/company/allinpod
mentioned All-In Podcast, LLC company

0.70

evidence rules-v4
Feed author/publisher: All-In Podcast, LLC
mentioned Technology company

0.50

evidence rules-v4
Feed category: Technology
discusses Technology company

0.40

evidence rules-v4
Feed category: Technology
hosted by All-In Podcast, LLC company

0.40

evidence rules-v4
Feed author/publisher: All-In Podcast, LLC

concepts 4

mentioned Business concept

0.50

evidence rules-v4
Feed category: Business
mentioned Entrepreneurship concept

0.50

evidence rules-v4
Feed category: Entrepreneurship
discusses Business concept

0.40

evidence rules-v4
Feed category: Business
discusses Entrepreneurship concept

0.40

evidence rules-v4
Feed category: Entrepreneurship

Episode description as stored

(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 Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod 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/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 https://x.com/PokerGO/status/1818836856890704291