Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz

Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz

By All-In Podcast, LLC

(0:00) Bestie intros: Jason is back from COVID!

(3:55) Yen carry trade unravels, Japan's unique economic issues

(27:22) Recession odds growing, is the US already in a "lowkey recession"?

(45:46) Why Buffett is selling Apple and massively increasing Berkshire's cash position

(55:54) Major antitrust ruling against Google, predicting outcomes

(1:22:41) Kamala picks Minnesota Governor Tim Walz as her running mate

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Referenced in the show:

https://www.wsj.com/health/wellness/covid-guidelines-2024-cdc-symptoms-contagious-cdefb6b8

https://tradingeconomics.com/japan/interest-rate

https://pebblewriter.com/the-yen-carry-trade-explained

https://www.statista.com/statistics/604424/median-age-of-the-population-in-japan

https://www.reuters.com/markets/asia/japans-nov-core-consumer-inflation-hits-fresh-40-year-high-2022-12-22

https://x.com/GoldmanSachs/status/1793998451291615316

https://www.wsj.com/economy/central-banking/boj-wont-raise-rates-when-markets-are-unstable-deputy-gov-says-6f4bf962

https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html

https://www.wsj.com/finance/the-u-s-government-will-soon-spend-more-on-interest-payments-than-defense-ee6fbeec

https://www.nytimes.com/2024/07/10/business/archegos-bill-hwang-guilty.html

https://www.bloomberg.com/news/articles/2024-08-08/jpmorgan-says-three-quarters-of-global-carry-trades-now-unwound

https://www.cnbc.com/2024/08/02/job-growth-totals-114000-in-july-much-less-than-expected-as-unemployment-rate-rises-to-4point3percent.html

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

https://polymarket.com/event/how-many-fed-rate-cuts-this-year

https://www.google.com/finance/quote/.DJI:INDEXDJX

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

https://www.google.com/finance/quote/.IXIC:INDEXNASDAQ

https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-08-07-2024/card/airbnb-stock-slides-after-rental-company-warns-of-slowing-u-s-demand-inf2c6emjcl5KI7KmkfR

https://www.google.com/finance/quote/ABNB:NASDAQ

https://x.com/RealEJAntoni/status/1799085407394845087

https://www.forbes.com/sites/gurufocus/2024/02/15/warren-buffett-bolsters-chevron-stake-revealing-key-q4-moves

https://www.google.com/finance/quote/AAPL:NASDAQ

https://www.ft.com/content/2aa3b542-d4e4-4afb-8d81-89bb734d7b17

https://www.documentcloud.org/documents/25032786-googleruling

https://x.com/Jason/status/1820823406503157764

https://x.com/chamath/status/1817893425137508474

https://www.vox.com/2018/10/31/18039528/tech-employees-politics-liberal-employers-candidates

https://www.natesilver.net/p/tim-walz-is-a-minnesota-nice-choice

https://x.com/NickFondacaro/status/1820840411335737852

https://x.com/KamalaHQ/status/1820918063966962143

https://amp.cnn.com/cnn/2024/08/06/politics/tim-walz-inside-harris-vp-pick

https://www.nytimes.com/2024/08/07/us/politics/vance-walz-military-record.html

https://x.com/PokerGO/status/1818836856890704291

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