Episode Details
| Title | Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz |
|---|---|
| Date | 8/9/2024 |
| Podcast | All-In with Chamath, Jason, Sacks & Friedberg ↗ |
Key Insights
Bullish:
- 🟢 $BRK.A - Positive outlook on Berkshire Hathaway's strategic positioning and defensive measures.
- “I think that the odds of that are extremely unlikely. So I think the big o outcome is probably something that you can pretty safely take off the table.” - Chamath (0:00)
- 🟢 $BTC - 🔒
- 🟢 $NVDA - 🔒
Bearish:
- 🔻 $AAPL - 🔒
- 🔻 $GOOGL - 🔒