Episode Details
| Title | DOGE unveils a roadmap, Unlocking GDP Growth, WW3 escalation, Fat cell memory |
|---|---|
| Date | 11/23/2024 |
| Podcast | All-In with Chamath, Jason, Sacks & Friedberg ↗ |
Key Insights
Bullish:
- 🟢 $ECONOMICGROWTH - Potential for significant economic growth through deregulation and improved government efficiency, particularly benefiting middle and lower-income jobs and potentially leading to GDP growth of 4-4.5%.
- “If you get rid of those regulations, it disproportionately impacts middle income and lower middle income jobs. This is why I I if you see if you see GDP, if America clocks in GDP at 4 to 4 a half percent, watch out, folks.” - Chamath (45:19)
- “If DOGE, working with the rest of the government, OMB, the Treasury, Congress, executive orders, can now convince the markets that the US financial picture is more sustainable. We'll get credit for that. Interest rates will come down, and that'll lead to a boom in the economy.” - Jason (29:17)
- “If if the federal budget gets to 3,000,000,000,000 and regulation gets cut, if you get 50% of the regulations in federal agencies cut, I think you unleash an economic sonic boom.” - David (43:16)
- 🟢 $STARTUPVC - 🔒
- 🟢 $DEFENSETEC - 🔒
- 🟢 $HC - 🔒
Bearish:
- 🔻 $RUSSIA - 🔒