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Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections
2024/7/12
All-In with Chamath, Jason, Sacks & Friedberg
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Chamath Palihapitiya
以深刻的投资见解和社会资本主义理念而闻名的风险投资家和企业家。
D
David Friedberg
美国企业家、商人和天使投资者，创立并领导了The Climate Corporation和The Production Board。
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David Sacks
一位在房地产法和技术政策领域都有影响力的律师和学者。
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Jason Calacanis
一位多才多艺的美国互联网企业家、天使投资人和播客主持人，投资过多家知名初创公司，并主持多个影响广泛的播客节目。
David Friedberg：市场已经消化了降息预期，但主要受前七大科技公司股价上涨推动，整体市场估值仍较高。
Chamath Palihapitiya：尽管七家科技公司股价创历史新高，但整体经济可能面临收缩，未来几个季度可能出现经济衰退。
David Sacks：美联储反应过慢，但自此之后采取了必要的措施来控制通胀，通胀率的微小变化不应被过度解读。
Jason Calacanis：人们对经济的看法存在党派偏见，这使得对经济形势的判断更加复杂。
Deep Dive
The hosts discuss the current macroeconomic situation, analyzing recent CPI data, unemployment figures, and stock market performance. They debate whether a soft landing has been achieved, considering the potential for a future economic contraction and the impact of high interest rates on investments.
- CPI came in at 3%, signaling a potential slowdown in inflation.
- Unemployment rate rose to 4.1%, the highest since 2021.
- S&P 500 is up 26% since last year, driven largely by the performance of tech giants.
- There's a debate on whether the Fed should reset inflation expectations from 2% to 3%.
- Partisan economic perception significantly influences public opinion on the economy's health.
Shownotes Transcript