Chapter
Trump's success in shifting certain demographics to the right
03:03 - 10:53 (07:49)
The Democrats have vacated space in the political spectrum, leaving an opening for Trump to appeal to Hispanics, moderates, and immigrants with his messaging of eliminating government inefficiencies and excess spending.
Clips
The mass Trump derangement syndrome resulted in a space being vacated by the Democrats, leading to Trump's ability to suck an entire cohort of people to the right, including Hispanics, moderates, and immigrants.
03:03 - 05:53 (02:50)
Summary
The mass Trump derangement syndrome resulted in a space being vacated by the Democrats, leading to Trump's ability to suck an entire cohort of people to the right, including Hispanics, moderates, and immigrants. The speaker supports the more populist working class wing of the Republican Party represented by JD and Blake.
ChapterTrump's success in shifting certain demographics to the right
EpisodeE88: First principle politics, China chaos & outlook, state of private/public markets & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The husband of a Congresswoman allegedly controls a private stock account while she controls the legislative agenda, giving them the power to profit from insider trading.
05:53 - 08:02 (02:08)
Summary
The husband of a Congresswoman allegedly controls a private stock account while she controls the legislative agenda, giving them the power to profit from insider trading. They traveled to Taiwan without approval and discussed unknown topics.
ChapterTrump's success in shifting certain demographics to the right
EpisodeE88: First principle politics, China chaos & outlook, state of private/public markets & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The US provides subsidies to move chip manufacturing from Taiwan to the US with a $52 billion program to reinforce US chip-making, a year after the Senate approved a $250 billion initiative to compete with China.
08:02 - 09:28 (01:26)
Summary
The US provides subsidies to move chip manufacturing from Taiwan to the US with a $52 billion program to reinforce US chip-making, a year after the Senate approved a $250 billion initiative to compete with China. The move towards onshoring manufacturing raises concerns about the allocation of subsidies to Intel and Nvidia.
ChapterTrump's success in shifting certain demographics to the right
EpisodeE88: First principle politics, China chaos & outlook, state of private/public markets & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Discussed in this episode is how ROIC affects big industrial investments and how speculative on-shoring fab projects like Intel or Nvidia may end up having a tough time selling their board.
09:28 - 10:53 (01:24)
Summary
Discussed in this episode is how ROIC affects big industrial investments and how speculative on-shoring fab projects like Intel or Nvidia may end up having a tough time selling their board.