Episode Details
| Title | Trump Takes On the Fed, US-Intel Deal, Why Bankruptcies Are Up, OpenAI's Longevity Breakthrough |
|---|---|
| Date | 8/29/2025 |
| Podcast | All-In with Chamath, Jason, Sacks & Friedberg ↗ |
Key Insights
Bullish:
- 🟢 $INTC - The US government should take equity stakes in strategic companies like Intel, similar to China's approach but with more transparency and market involvement. This strategy could help these companies compete globally while potentially benefiting US taxpayers.
- “I think this approach is the much better approach, which is to say we can do exactly what China did with a couple of tweaks. It's way better, as you said, Jason, to just put in the equity, own something on the balance sheet of The United States, not have a golden vote, have complete transparency, allow the capital markets to finance these businesses, but give them a chance to compete all around the world, and then The US taxpayer gets some of the upside.” - Chamath (41:38)
- 🟢 $DATACENTER - 🔒
- 🟢 $LONGEVITY - 🔒
- 🟢 $AIPROTEIN - 🔒
Bearish:
- 🔻 $CRE - 🔒
- 🔻 $RETAIL - 🔒