Episode Details
| Title | Antonio Gracias: DOGE updates, Voter fraud arrests, Finding 'Big Balls' | All-In Live from Miami |
|---|---|
| Date | 5/21/2025 |
| Podcast | All-In with Chamath, Jason, Sacks & Friedberg ↗ |
Key Insights
Bullish:
- 🟢 $IMMIGRATION - There is a strong need for skilled immigration to fill job openings in the US, with a focus on creating a system that determines the types of jobs and skills required.
- “We need people to work. Yes. This is the reality. The system should very simply be there's a skilled immigration group and we figure out what that should be, what jobs you want.” - Antonio (23:14)
- 🟢 $GOVEFFICIENCY - 🔒
- 🟢 $BORDERSEC - 🔒
- 🟢 $AGRILABOR - 🔒
- 🟢 $GOVTECH - 🔒
Bearish:
- 🔻 $GOVCONTRACTORS - 🔒