The All-In Podcast
🚨besties are BACK🚨
@tuckercarlson joins the show!
@friedberg is off this week
-- ice raids, la riots, immigration debate
-- strong economic data: tariff revenue, inflation, and more
-- big, beautiful bill update: state of the bill, senate math, and more
-- major escalation in the middle east: war with iran?
**NOTE: this episode was recorded on thursday, before the events in the middle east
all-in will be back to cover the situation next week
(0:00) the besties welcome tucker!
(4:25) ice raids, la riots, immigration debate
(46:08) strong macro data: inflation, tariff revenue, gdp
(1:14:00) big, beautiful bill update: state of the bill, senate math, and more
(1:29:15) escalation in the middle east: war with iran?
tweet
🚨besties are BACK🚨
@tuckercarlson joins the show!
@friedberg is off this week
-- ice raids, la riots, immigration debate
-- strong economic data: tariff revenue, inflation, and more
-- big, beautiful bill update: state of the bill, senate math, and more
-- major escalation in the middle east: war with iran?
**NOTE: this episode was recorded on thursday, before the events in the middle east
all-in will be back to cover the situation next week
(0:00) the besties welcome tucker!
(4:25) ice raids, la riots, immigration debate
(46:08) strong macro data: inflation, tariff revenue, gdp
(1:14:00) big, beautiful bill update: state of the bill, senate math, and more
(1:29:15) escalation in the middle east: war with iran?
tweet
twitter.com
undefined
undefined
Offshore
Video
The All-In Podcast
Tucker Carlson on potential war with Iran: "I think the downsides are really kind of overwhelming."
"I'm amazed by how close we are to a military action against Iran."
"... I think it comes with perils that people are not considering or willfully ignoring."
"And the main one is Iran is not Iraq, or it's not Libya, it's not isolated."
"It's a central player in BRICS."
"90% of Iran's oil exports go to China. It just signed a defense agreement with Russia in January. It has backup."
"It has big allies that represent the majority of the world's population, and the majority of the world's economy and landmass."
"So the potential for this to become something much, much bigger and unmanageable is real. It's there."
"I think the downsides are really kind of overwhelming."
"The president has said repeatedly, 'We'll do everything we can to prevent Iran from getting a nuclear weapon.'"
"I think it's a completely reasonable goal. Nobody wants that."
"But it doesn't mean that it has to happen on Friday, actually."
tweet
Tucker Carlson on potential war with Iran: "I think the downsides are really kind of overwhelming."
"I'm amazed by how close we are to a military action against Iran."
"... I think it comes with perils that people are not considering or willfully ignoring."
"And the main one is Iran is not Iraq, or it's not Libya, it's not isolated."
"It's a central player in BRICS."
"90% of Iran's oil exports go to China. It just signed a defense agreement with Russia in January. It has backup."
"It has big allies that represent the majority of the world's population, and the majority of the world's economy and landmass."
"So the potential for this to become something much, much bigger and unmanageable is real. It's there."
"I think the downsides are really kind of overwhelming."
"The president has said repeatedly, 'We'll do everything we can to prevent Iran from getting a nuclear weapon.'"
"I think it's a completely reasonable goal. Nobody wants that."
"But it doesn't mean that it has to happen on Friday, actually."
tweet
Offshore
Photo
App Economy Insights
📊 This Week in Visuals:
☁️ Oracle $ORCL
🎨 Adobe $ADBE
🐶 Chewy $CHWY
🎮 GameStop $GME
🛠️ GitLab $GTLB
https://t.co/MUYMKTjGqf
tweet
📊 This Week in Visuals:
☁️ Oracle $ORCL
🎨 Adobe $ADBE
🐶 Chewy $CHWY
🎮 GameStop $GME
🛠️ GitLab $GTLB
https://t.co/MUYMKTjGqf
tweet
Offshore
Photo
Investing visuals
$AMZN vs $MELI: a side-by-side of the best e-commerce businesses in the world. https://t.co/W0wA5zf2ds
tweet
$AMZN vs $MELI: a side-by-side of the best e-commerce businesses in the world. https://t.co/W0wA5zf2ds
tweet
Offshore
Photo
Quiver Quantitative
BREAKING: Senator John Boozman just filed a purchase of Raytheon stock, $RTX.
Boozman sits on the Appropriations Subcommittee on Defense.
Full trade list up on Quiver. https://t.co/S2qAUgonyx
tweet
BREAKING: Senator John Boozman just filed a purchase of Raytheon stock, $RTX.
Boozman sits on the Appropriations Subcommittee on Defense.
Full trade list up on Quiver. https://t.co/S2qAUgonyx
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: $CPRT is getting there, ~$47💵 🤞🏽👌🏽 https://t.co/NgiyGhcqft
tweet
RT @DimitryNakhla: $CPRT is getting there, ~$47💵 🤞🏽👌🏽 https://t.co/NgiyGhcqft
@BRuss008 $CPRT is one of my all-time favorite businesses & I own it personally (accumulated ~$26 in September 2022) — $CPRT starts to become an interesting consideration if it reaches ~$47 👍🏽
I prefer $NVR over $BLDR in that space (albeit different business models) tweet
Offshore
Video
The All-In Podcast
🚨 Tucker Carlson: Riots over sanctuary cities are a threat to disunion
"The federal government has, as a core duty, the right and responsibility to enforce immigration law and police the borders."
"That's what the federal government is, really."
"So if you can test that, it is like a threat to disunion fundamentally."
"I think there's a lot at stake."
"And we reached this point because a series of paradoxically weak federal governments allowed sanctuary cities to continue, literally for decades, each one its own form of insurrection against the central government."
"And maybe you don't believe that the federal government has a right to pass laws restricting immigration ... but most people accept that those are federal duties."
"And once you accept that, you can't allow states or municipalities to flout the law any more than you could allow Central High School in Little Rock to keep black students out, or whatever."
"Certainly federal troops have been called in for much less."
"And I think the longer this continues, the greater the threat of disunion, the greater the threat of reaching a point where you can't drive from New York to LA."
"We take a lot for granted in the country and the main thing we take for granted, I think, is freedom of movement between states."
" So, I think once the Trump administration commits to putting down the riots, to enforcing federal law by force, it kind of can't back away from that."
tweet
🚨 Tucker Carlson: Riots over sanctuary cities are a threat to disunion
"The federal government has, as a core duty, the right and responsibility to enforce immigration law and police the borders."
"That's what the federal government is, really."
"So if you can test that, it is like a threat to disunion fundamentally."
"I think there's a lot at stake."
"And we reached this point because a series of paradoxically weak federal governments allowed sanctuary cities to continue, literally for decades, each one its own form of insurrection against the central government."
"And maybe you don't believe that the federal government has a right to pass laws restricting immigration ... but most people accept that those are federal duties."
"And once you accept that, you can't allow states or municipalities to flout the law any more than you could allow Central High School in Little Rock to keep black students out, or whatever."
"Certainly federal troops have been called in for much less."
"And I think the longer this continues, the greater the threat of disunion, the greater the threat of reaching a point where you can't drive from New York to LA."
"We take a lot for granted in the country and the main thing we take for granted, I think, is freedom of movement between states."
" So, I think once the Trump administration commits to putting down the riots, to enforcing federal law by force, it kind of can't back away from that."
tweet
Offshore
Photo
Quiver Quantitative
This keeps getting wilder.
Marjorie Taylor Greene bought stock in Palantir on April 8th.
On April 17th, a massive ICE contract with Palantir was announced.
Greene sits on the House Committee on Homeland Security.
$PLTR just hit another high in overnight trading:
Now up 81%: https://t.co/3haNUXj3zk
tweet
This keeps getting wilder.
Marjorie Taylor Greene bought stock in Palantir on April 8th.
On April 17th, a massive ICE contract with Palantir was announced.
Greene sits on the House Committee on Homeland Security.
$PLTR just hit another high in overnight trading:
Now up 81%: https://t.co/3haNUXj3zk
tweet