E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps

Jul 8, 2022 · 1h 23m

0:00 Bestie open: Sacks' shopping spree 2:15 Macro outlook: jobs, consumer sentiment, housing, inflation, finding a bottom 39:21 Turkish government finds ~694 million mt of rare earth reserves & EU reclassifies nuclear & natural gas as "green" 48:58 Dutch farmers protests: root causes, how to move forward with smarter legislation 1:09:39 Biden's decline, Bezos responds to Biden's tweet on bringing gas prices down Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://fred.stlouisfed.org/series/JTSJOL https://www.cnbc.com/2022/07/06/jolts-job-openings-may-2022-.html https://www.bls.gov/charts/job-openings-and-labor-turnover/hire-seps-rates.htm https://www.marketwatch.com/story/u-s-job-openings-dip-to-11-3-million-but-labor-market-still-historically-strong-11657122659 https://www.bloomberg.com/news/articles/2022-07-06/fed-sees-more-restrictive-rates-possible-if-infla…

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