Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!

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Intro Video Credit:

https://fred.stlouisfed.org/series/DGS10

Referenced in the show:

https://x.com/freesites_com/status/1851615700869144908

https://www.cnbc.com/2024/10/30/dropbox-slashes-20percent-of-global-workforce-eliminating-500-roles.html

https://fred.stlouisfed.org/series/FYONGDA188S

https://www.commercebank.com/about-us/prime-rate-update

https://www.fdic.gov/system/files/2024-05/unrealized-gains-losses-on-investment-securities.png

https://abc.xyz/assets/71/a5/78197a7540c987f13d247728a371/2024q3-alphabet-earnings-release.pdf

https://www.cnbc.com/2024/10/29/google-cfo-says-company-can-push-a-little-further-in-cost-savings.html

https://variety.com/2024/digital/news/youtube-q3-2024-advertising-revenue-growth-1236193926

https://x.com/DavidSacks/status/1818467743479542130

https://news.gallup.com/poll/512861/media-confidence-matches-2016-record-low.aspx

https://news.gallup.com/poll/508169/historically-low-faith-institutions-continues.aspx

https://www.axios.com/2023/10/24/americans-trust-in-media-plummets-to-historic-low-poll

https://www.washingtonpost.com/opinions/2024/10/28/jeff-bezos-washington-post-trust

https://x.com/DavidSacks/status/1850277560816681255

https://x.com/DavidSacks/status/1850979360037356001/photo/1

https://x.com/davidsacks/status/1844429818554876026

https://x.com/elonmusk/status/1851745648313602...

(0:00) Bestie intros!

(5:40) US Real GDP growth comes in at 2.8%, but there are underlying issues

(29:16) Google earnings: YouTube and Cloud post huge quarters, would they have survived outside of Google?

(36:24) Sacks's idea to auction off public spectrum licenses of major broadcast networks

(42:17) How the media became one of the least trusted institutions in the US

(54:26) Why Joe Rogan's interview with Trump was not appearing in YouTube search results

(1:08:54) Final pre-election segment: how it's tracking, election integrity, voter fraud stats

Get notified for the Election Night Livestream:

https://www.youtube.com/watch?v=D4Xaqgd9-Ro

Get tickets for The All-In Holiday Spectacular!:

https://allin.ticketsauce.com/e/all-in-holiday-spectacular

Follow the besties:

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Intro Music Credit:

Intro Video Credit:

https://fred.stlouisfed.org/series/DGS10

Referenced in the show:

https://x.com/freesites_com/status/1851615700869144908

https://www.cnbc.com/2024/10/30/dropbox-slashes-20percent-of-global-workforce-eliminating-500-roles.html

https://fred.stlouisfed.org/series/FYONGDA188S

https://www.commercebank.com/about-us/prime-rate-update

https://www.fdic.gov/system/files/2024-05/unrealized-gains-losses-on-investment-securities.png

https://abc.xyz/assets/71/a5/78197a7540c987f13d247728a371/2024q3-alphabet-earnings-release.pdf

https://www.cnbc.com/2024/10/29/google-cfo-says-company-can-push-a-little-further-in-cost-savings.html

https://variety.com/2024/digital/news/youtube-q3-2024-advertising-revenue-growth-1236193926

https://x.com/DavidSacks/status/1818467743479542130

https://news.gallup.com/poll/512861/media-confidence-matches-2016-record-low.aspx

https://news.gallup.com/poll/508169/historically-low-faith-institutions-continues.aspx

https://www.axios.com/2023/10/24/americans-trust-in-media-plummets-to-historic-low-poll

https://www.washingtonpost.com/opinions/2024/10/28/jeff-bezos-washington-post-trust

https://x.com/DavidSacks/status/1850277560816681255

https://x.com/DavidSacks/status/1850979360037356001/photo/1

https://x.com/davidsacks/status/1844429818554876026

https://x.com/elonmusk/status/1851745648313602...

Previous Episode

Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks

1 Recommendations

(0:00) Bestie intros!

(3:49) Announcement: Besties are hosting The All-In Holiday Spectacular in San Francisco on December 7th! Get tickets: https://allin.com/events

(9:08) Macro and markets: making sense of unique asset diversions

(27:23) Gen Z's economic cultural movements

(38:28) Reallocating assets for a new period of constraints

(53:52) Election update: Data leans Trump as we enter the home stretch

(1:19:01) Is Starbucks fixable? Or has it hit market saturation?

Get tickets to The All-In Holiday Spectacular:

https://allin.com/events

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Intro Music Credit:

Intro Video Credit:

https://fred.stlouisfed.org/series/DGS10

Referenced in the show:

https://allin.com/events

https://www.google.com/finance/quote/GCW00:COMEX

https://www.google.com/finance/quote/SPY:NYSEARCA

https://www.google.com/finance/quote/BTC-USD

https://www.cnbc.com/2024/10/22/tudor-jones-is-long-gold-and-bitcoin-as-hedge-fund-titan-believes-all-roads-lead-to-inflation.html

https://www.marketwatch.com/story/stanley-druckenmiller-says-hes-shorting-u-s-bonds-and-staying-out-of-china-1fcf751e

https://www.cnbc.com/2024/10/10/cpi-inflation-september-2024.html

https://fred.stlouisfed.org/series/A091RC1Q027SBEA

https://news.bloomberglaw.com/daily-tax-report-international/uk-budget-fears-push-owners-to-close-firms-to-avoid-tax-hikes

https://www.banque-france.fr/en/statistics/compagnies/business-failures-france-2024-09

https://www.reuters.com/markets/brazil-inflation-expectations-above-target-says-cenbank-director-picchetti-2024-10-23

https://www.cnbc.com/2024/09/14/more-than-half-of-gen-z-want-to-be-influencers-but-its-constant.html

https://pro.morningconsult.com/analyst-reports/influencer-marketing-trends-report

https://www.longtermtrends.net/market-cap-to-gdp-the-buffett-indicator

https://www.oaktreecapital.com/insights/memo/ruminating-on-asset-allocation

https://www.macrotrends.net/2577/sp-500-pe-ratio-price-to-earnings-chart

https://www.realclearpolling.com/polls/president/general/2024/trump-vs-harris

Next Episode

Trump wins! How it happened and what's next

3 Recommendations

(0:00) Bestie intros!

(4:55) Sacks recaps election night at Mar-a-Lago

(8:28) Analyzing the results: how Trump won, why Kamala and the Democratic Party lost

(25:55) The failing Democratic coalition, campaign spend disparity, Trump's advantage in earned media

(37:59) What mattered most: Policy, Candidate, or Campaign?

(50:44) GOP will likely win House and Senate, potential cabinet positions, avoiding neocons

(1:10:42) Cabinet positions, shaking up the unelected bureaucratic branch

(1:28:47) California rejects progressives

(1:35:17) Abortion laws being settled around the US

Get tickets for The All-In Holiday Spectacular!:

https://allin.ticketsauce.com/e/all-in-holiday-spectacular

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Intro Music Credit:

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