The All-In Podcast
🚨HUGE EPISODE🚨
two major topics with two amazing guests:
@benshapiro + @antoniogracias!
-- @DOGE updates w/ antonio
-- liberation day tariff reactions and analysis
(0:00) the besties welcome ben shapiro and antonio gracias
(1:54) what it's like working with doge
(4:56) doge's latest findings: illegal immigration, social security, and more
(27:59) was biden's open border policy a dem strategy to expand their voter base?
(39:55) tariffs: liberation day chaos, reactions, strategy
(55:26) impact, consequences, and risks for the trump administration
(1:13:50) how the US can thrive in a high-tariff world
(1:31:33) future political landscape if the tariff strategy fails
(1:42:27) chamath recaps his best-performing asset of 2025 + wrap
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🚨HUGE EPISODE🚨
two major topics with two amazing guests:
@benshapiro + @antoniogracias!
-- @DOGE updates w/ antonio
-- liberation day tariff reactions and analysis
(0:00) the besties welcome ben shapiro and antonio gracias
(1:54) what it's like working with doge
(4:56) doge's latest findings: illegal immigration, social security, and more
(27:59) was biden's open border policy a dem strategy to expand their voter base?
(39:55) tariffs: liberation day chaos, reactions, strategy
(55:26) impact, consequences, and risks for the trump administration
(1:13:50) how the US can thrive in a high-tariff world
(1:31:33) future political landscape if the tariff strategy fails
(1:42:27) chamath recaps his best-performing asset of 2025 + wrap
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Finding Compounders
Seth Klarman on why market efficiency doesn’t exist https://t.co/ZD75SehGw6
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Seth Klarman on why market efficiency doesn’t exist https://t.co/ZD75SehGw6
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Finding Compounders
Warren Buffett have an interesting answer when he was asked why he would do to live a happier life , if he could live over again https://t.co/g4L2KPVhMV
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Warren Buffett have an interesting answer when he was asked why he would do to live a happier life , if he could live over again https://t.co/g4L2KPVhMV
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Capital Employed
FRESH OFF THE PRESS 🔥
Investor interview #110 with Xinyu Ru from Fawkes Capital Management.
Xinyu discusses two stocks he's bullish on + much more...
https://t.co/DRnBCIMyTO https://t.co/vTA97UsNOl
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FRESH OFF THE PRESS 🔥
Investor interview #110 with Xinyu Ru from Fawkes Capital Management.
Xinyu discusses two stocks he's bullish on + much more...
https://t.co/DRnBCIMyTO https://t.co/vTA97UsNOl
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The Kobeissi Letter
BREAKING: Nasdaq 100 futures fall over -600 points as China announces 34% tariffs on all U.S. imports.
Buckle up folks, this is going to get ugly. https://t.co/SPwRNNeqt0
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BREAKING: Nasdaq 100 futures fall over -600 points as China announces 34% tariffs on all U.S. imports.
Buckle up folks, this is going to get ugly. https://t.co/SPwRNNeqt0
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The Kobeissi Letter
BREAKING: Dow futures extend losses to -1,000 points, bringing 2-day losses to -2,700 points. https://t.co/7j2uNlMHsm
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BREAKING: Dow futures extend losses to -1,000 points, bringing 2-day losses to -2,700 points. https://t.co/7j2uNlMHsm
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The Kobeissi Letter
BREAKING: Nvidia stock, $NVDA, drops below $100 for the first time since August 2024 as China announces 34% reciprocal tariffs on all US goods. https://t.co/x16uXqNDJ5
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BREAKING: Nvidia stock, $NVDA, drops below $100 for the first time since August 2024 as China announces 34% reciprocal tariffs on all US goods. https://t.co/x16uXqNDJ5
It's official:
After "Liberation Day," the Russell 2000 has closed in BEAR market territory for the first time since 2022.
Over the last 24 hours, S&P 500 stocks have erased -$120 billion PER HOUR for a total of -$2.9 trillion.
What's next? Let us explain.
(a thread) https://t.co/SzOJhxshf7 - The Kobeissi Lettertweet