Episode Details
| Title | Bond crisis looming? GOP abandons DOGE, Google disrupts Search with AI, OpenAI buys Jony Ive's IO |
|---|---|
| Date | 5/24/2025 |
| Podcast | All-In with Chamath, Jason, Sacks & Friedberg ↗ |
Key Insights
Bullish:
- 🟢 $GOLD - Invest in gold as a hedge against US economic instability and potential devaluation of the US dollar.
- “You'll delever from The United States. You'll sell US debt. You'll own things like gold and Bitcoin. If you're curious about what's happening to gold and Bitcoin, they started to spike in the last few days.” - Chamath (54:44)
- 🟢 $BTC - 🔒
- 🟢 $ENERGY - 🔒
- 🟢 $AUTO - 🔒
- 🟢 $NVDA - 🔒
Bearish:
- 🔻 $USD - 🔒
- 🔻 $USTREASURIES - 🔒