← All-In with Chamath, Jason, Sacks & Friedberg
E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more
December 11, 2021·1h 21m
0:00 Bestie Intro: Chamath's happy hour and sweater feud 7:11 Breaking down the new 6.8% CPI number, reflecting on old inflation takes, jobs report, understanding why CPI is misleading 23:05 How growth stocks got overblown, current valuation outlook, government as capital allocators 40:12 Deficit trouble: will another president ever try and balance the budget?