Episode Details
| Title | Red-pilled Billionaires, LA Fire Update, Newsom's Price Caps, TikTok Ban, Jobless MBAs |
|---|---|
| Date | 1/18/2025 |
| Podcast | All-In with Chamath, Jason, Sacks & Friedberg ↗ |
Key Insights
Bullish:
- 🟢 $BABA - Bullish on Chinese tech stocks, particularly Alibaba, in anticipation of a potential 'grand deal' with China in the first 6 months of a Trump administration.
- “This was like my Yeah. I see. Chinese tech stocks. Yeah.” - David (1:19:08)
- “I I've been loading up on Alibaba, a couple of Chinese names with The same bet.” - Mark (1:19:15)
- 🟢 $AI - 🔒
Bearish:
- 🔻 $EDU - 🔒
- 🔻 $MGMT - 🔒