Episode Details
| Title | JD Vance | All-In Summit 2024 |
|---|---|
| Date | 10/15/2024 |
| Podcast | All-In with Chamath, Jason, Sacks & Friedberg ↗ |
Key Insights
Bullish:
- 🟢 $ENERGY - Expanding domestic energy production is seen as crucial for reshoring manufacturing and supporting tech industries like crypto and AI, potentially leading to economic growth.
- “Part of the way that you reshore American manufacturing is that you open up American energy. It matters for crypto. It matters for AI.” - JD (38:01)
- 🟢 $MFG - 🔒
- 🟢 $SMALLTECH - 🔒
Bearish:
- 🔻 $BIGTECH - 🔒
- 🔻 $CHINA - 🔒