Episode Details
| Title | DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias |
|---|---|
| Date | 4/5/2025 |
| Podcast | All-In with Chamath, Jason, Sacks & Friedberg ↗ |
Key Insights
Bullish:
- 🟢 $CDS - Jason recommends buying credit default swaps as insurance against potential economic risks, particularly in the corporate debt market.
- “I would be long CDS. So what am I buying? I am buying insurance. I'm buying insurance using credit default swaps.” - Jason (1:46:44)
- “The CDS actually represents the structural risk in The United States private economy, in the corporate economy. And so, Nick, if you just put it back on. So when you see these spreads blowing out, this is actually a very important warning sign.” - Jason (1:48:40)
- 🟢 $TSLA - 🔒
- 🟢 $TRADES - 🔒
Bearish:
- 🔻 $EDU - 🔒
- 🔻 $CORPDEBT - 🔒
- 🔻 $UTILS - 🔒