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The All-In Podcast
Jeffrey Sachs: Starting WW3 over Taiwan " would be the stupidest thing for my grandchildren to die for."
"China, first of all, is not a threat to the United States' security. Big oceans, big nuclear deterrent, and so forth."
"Second, we don't have to be in China's face."
"What do I mean by that? We don't have to provoke World War III over Taiwan."
"That's a long, complicated issue. But this would be the stupidest thing for my grandchildren to die for."
"We have three agreements with China that say we're gonna stay out of that, and we should."
"And then China would have no reason for war either."
Recorded on September 10th, 2024 at the All-In Summit
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Jeffrey Sachs: Starting WW3 over Taiwan " would be the stupidest thing for my grandchildren to die for."
"China, first of all, is not a threat to the United States' security. Big oceans, big nuclear deterrent, and so forth."
"Second, we don't have to be in China's face."
"What do I mean by that? We don't have to provoke World War III over Taiwan."
"That's a long, complicated issue. But this would be the stupidest thing for my grandchildren to die for."
"We have three agreements with China that say we're gonna stay out of that, and we should."
"And then China would have no reason for war either."
Recorded on September 10th, 2024 at the All-In Summit
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The All-In Podcast
great irony:
the first article ever written about the fashion of the besties was recently published by an outlet called "women's wear daily"**
** - in fairness, it was listed under the "mens fashion" section 😉 https://t.co/zU0gXmVmeq
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great irony:
the first article ever written about the fashion of the besties was recently published by an outlet called "women's wear daily"**
** - in fairness, it was listed under the "mens fashion" section 😉 https://t.co/zU0gXmVmeq
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The All-In Podcast
RT @DavidSacks: MOUNTAINHEAD costume designer Susan Lyall on the All-In Pod: “It was a very good source of research for me. One of the hosts, Chamath Palihapitiya, went to the inauguration of President Donald Trump and he showed pictures of all the things he wore. I couldn't believe it. He had a Loro Piana jacket here and a Brunello Cucinelli there — he obviously really knew his stuff.”
🤣🤣🤣
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RT @DavidSacks: MOUNTAINHEAD costume designer Susan Lyall on the All-In Pod: “It was a very good source of research for me. One of the hosts, Chamath Palihapitiya, went to the inauguration of President Donald Trump and he showed pictures of all the things he wore. I couldn't believe it. He had a Loro Piana jacket here and a Brunello Cucinelli there — he obviously really knew his stuff.”
🤣🤣🤣
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Hidden Value Gems
Interesting facts:
✅ Switzerland has had the strongest currency over decades
✅ Yet manufacturing accounts for 18% of GDP, one of the highest share among developed nations
✅ Over half its exports are “high-tech” — more than double the US level
✅ Its current account has remained in surplus averaging 4% of GDP since 1980s
✅ It generates more than $100 in GDP per hour worked — that’s more productive than any of the other 20 largest economies.
US administration may consider other ways to support domestic manufacturing, not just weakening the dollar.
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Interesting facts:
✅ Switzerland has had the strongest currency over decades
✅ Yet manufacturing accounts for 18% of GDP, one of the highest share among developed nations
✅ Over half its exports are “high-tech” — more than double the US level
✅ Its current account has remained in surplus averaging 4% of GDP since 1980s
✅ It generates more than $100 in GDP per hour worked — that’s more productive than any of the other 20 largest economies.
US administration may consider other ways to support domestic manufacturing, not just weakening the dollar.
tweet
Wall St Engine
Today's Key Events (All EST) — 06/03/2025
08:55: US Redbook YoY
10:00: US JOLTS Job Openings
10:00: US Factory Orders MoM
10:00: SEC Chair Atkins Testifies (Tentative)
12:45: Fed's Goolsbee
13:00: Fed's Cook
15:30: Fed's Logan
Before Open 👇
05:30: $NIO
06:00: Donaldson Company $DCI
06:45: Ferguson $FERG
06:50: Dollar General $DG
06:50: Signet Jewelers $SIG
07:30: Ollie's Bargain Outlet $OLLI
After Hours 👇
04:00: HealthEquity $HQY
04:05: Hewlett Packard Enterprise $HPE
04:05: Asana $ASAN
04:05: Couchbase $BASE
04:05: Mama’s Creations $MAMA
04:05: Yext $YEXT
04:05: Sportsman's Warehouse $SPWH
04:10: CrowdStrike $CRWD
04:15: Guidewire Software $GWRE
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Today's Key Events (All EST) — 06/03/2025
08:55: US Redbook YoY
10:00: US JOLTS Job Openings
10:00: US Factory Orders MoM
10:00: SEC Chair Atkins Testifies (Tentative)
12:45: Fed's Goolsbee
13:00: Fed's Cook
15:30: Fed's Logan
Before Open 👇
05:30: $NIO
06:00: Donaldson Company $DCI
06:45: Ferguson $FERG
06:50: Dollar General $DG
06:50: Signet Jewelers $SIG
07:30: Ollie's Bargain Outlet $OLLI
After Hours 👇
04:00: HealthEquity $HQY
04:05: Hewlett Packard Enterprise $HPE
04:05: Asana $ASAN
04:05: Couchbase $BASE
04:05: Mama’s Creations $MAMA
04:05: Yext $YEXT
04:05: Sportsman's Warehouse $SPWH
04:10: CrowdStrike $CRWD
04:15: Guidewire Software $GWRE
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Wall St Engine
Microsoft $MSFT has cut another 300+ jobs, just weeks after laying off 6,000 staff. The company says the move is part of “organizational changes” to stay competitive in a shifting market. https://t.co/QzLE1KWtBY
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Microsoft $MSFT has cut another 300+ jobs, just weeks after laying off 6,000 staff. The company says the move is part of “organizational changes” to stay competitive in a shifting market. https://t.co/QzLE1KWtBY
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Wall St Engine
Thames Water just lost its preferred bidder. KKR has pulled out of the £4B rescue deal, a major setback as the UK utility faces £20B in debt. With KKR out, senior creditors will now push forward with their own plan. Thames warned that if equity talks fail, it could still end up in special administration.
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Thames Water just lost its preferred bidder. KKR has pulled out of the £4B rescue deal, a major setback as the UK utility faces £20B in debt. With KKR out, senior creditors will now push forward with their own plan. Thames warned that if equity talks fail, it could still end up in special administration.
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Wall St Engine
$TSM CEO Wei says demand for AI chips remains strong. TSMC expects record revenue and earnings in 2025, driven by AI and HPC chips: “AI will be something you absolutely can’t live without in the future.” The outlook for the next five to ten years is very good. https://t.co/VbzYh7MeWm
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$TSM CEO Wei says demand for AI chips remains strong. TSMC expects record revenue and earnings in 2025, driven by AI and HPC chips: “AI will be something you absolutely can’t live without in the future.” The outlook for the next five to ten years is very good. https://t.co/VbzYh7MeWm
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Wall St Engine
TSMC CEO C.C. Wei said in a conversation with Trump that completing the company’s full $100B U.S. investment in 5 years would be “very, very difficult” due to skilled labor and construction hurdles in Arizona. Trump replied: “Mr. Wei, do your best, that’s enough” https://t.co/Pp2OKaPYqD
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TSMC CEO C.C. Wei said in a conversation with Trump that completing the company’s full $100B U.S. investment in 5 years would be “very, very difficult” due to skilled labor and construction hurdles in Arizona. Trump replied: “Mr. Wei, do your best, that’s enough” https://t.co/Pp2OKaPYqD
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