⁠The All-In Podcast
emergency interview! 🚨

chamath and friedberg are joined by senator ron johnson to discuss the looming showdown in the senate over trump's big, beautiful bill

(0:00) @friedberg and @chamath welcome @RonJohnsonWI

(2:30) the reconciliation bill process, how much this bill will add to the national debt

(14:33) problems with growing our way out of debt, why elected officials are avoiding the fiscal reality

(24:53) energy rescissions, future of doge

(32:09) how senator johnson will force a real review of the big, beautiful bill; future of maga and the conservative movement

(54:15) next steps if the big, beautiful bill passes

(58:35) post-interview recap
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⁠Investing visuals
RT @InvestingVisual: $HIMS spectacular revenue growth: https://t.co/UnbNWuJhXV
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⁠Hidden Value Gems
"Between 2003 and 2023, the inflation-adjusted amount of alcohol spending rose by 50.2% among US residents aged 65-74. For those aged 75 or over, it surged by 72%. But for those under 25, it slumped by more than 60%."

$DGE.L $BUD $PRNDY
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⁠Wall St Engine
Almost 2 weeks since the trade deal, but shipments from China to the US haven’t bounced. Still trending lower. https://t.co/EVoqlMNMjG
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⁠Investing visuals
$NVDA overview heading into earnings this wednesday👇 https://t.co/WHLSXQevj6
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⁠Dimitry Nakhla | Babylon Capital®
Did you know Copart $CPRT owns a lot of land?

$CPRT land, valued at $2.03B today up from $105M in 2004, is understated on its balance sheet due to accounting rules that use historical purchase prices rather than current market values

A key driver of its competitive edge 🚘 https://t.co/trYuKvzwno
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⁠App Economy Insights
It's race day in Monaco! 🇲🇨🏎️
But do you know how F1 makes money?
https://t.co/9GmrbsBNDQ
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⁠Wall St Engine
Von der Leyen says her call with Trump was “positive” and that Europe’s ready to move fast on trade. The EU now targeting a full trade deal with the US by July 9. https://t.co/PKTZfmtAhm
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⁠Capital Employed
RT @equitybaron: Interview with Erling Sorensen from Aligned Capital Partnership @capitalemployed

Erling rarely shares ideas so this was a real treat. A company trading at half it's book value whose product is in high demand.

https://t.co/Y6KjZvHdwi
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⁠Capital Employed
Interesting idea $NORTHM 👇

Newest portfolio add: North Media A/S $NORTHM

Entire market cap covered by their liquid stock portfolio!

What you get for free:

Monopolies (FK & SDR)
Leading classifieds (BoligPortal)
Real estate (~½ of mcap)

Buyback mandate + dividend history

Deep value, hidden quality https://t.co/OBtv0CaWkn - Ulf Huse
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