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cover of episode E76.5: Food shortage, China's grand plan, inflation, French election plus an All-In Summit preview

E76.5: Food shortage, China's grand plan, inflation, French election plus an All-In Summit preview

2022/4/16
logo of podcast All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg

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Friedberg:全球粮食危机将持续数年,化肥价格上涨和粮食减产是主要原因。中国拥有大量的粮食储备,这将使其在应对全球粮食短缺方面拥有巨大的国际影响力,并可能利用这一优势增加其国际影响力。他认为,中国将在非洲等粮食短缺地区发挥关键作用,并可能因此获得更大的政治和军事影响力。 Sacks:西方国家对俄罗斯局势过于乐观,应该寻求谈判以尽快结束冲突。持续的战争将导致更多灾难性后果,并损害美国的国际联盟。他认为,延长战争并非符合美国利益,反而会加剧全球粮食危机等问题。 未知:美国民众从房屋净值、刺激支票和失业救济金中获得了大量资金,这可能是导致通货膨胀的原因之一。高通胀正在影响消费,人们可能会减少不必要的支出。持续的乌克兰战争以及潜在的经济衰退将对美国总统的民意支持率造成负面影响。法国大选结果显示,通货膨胀和生活成本是选民关注的焦点,并且对美国在乌克兰问题上的立场表示质疑。Visa和Mastercard提高手续费可能会导致经济活动减弱,并为支付领域的颠覆创造机会。

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*** PRODUCER'S NOTE: This is part two of E76. If you want to hear the besties break down Elon vs. Twitter, check out the previous episode.     0:00 Surprise part two!
1:03 Friedberg breaks down the global food crisis and predicts China's grand plan

9:27 Inflation: 8.5% CPI in March, potential causes, what the rest of 2022 might look like

18:22 Understanding French election results so far

23:08 All-In Summit update and preview

Follow the besties:

https://twitter.com/chamath)

https://linktr.ee/calacanis)

https://twitter.com/DavidSacks)

https://twitter.com/friedberg)

Follow the pod:

https://twitter.com/theallinpod)

https://linktr.ee/allinpodcast)

Intro Music Credit:

https://rb.gy/tppkzl)

https://twitter.com/yung_spielburg)

Intro Video Credit:

https://twitter.com/TheZachEffect)

Referenced in the show:

https://thediplomat.com/2022/02/what-does-chinas-horn-of-africa-envoy-mean-for-its-non-intervention-principle/)

https://www.scmp.com/news/china/diplomacy/article/3169076/china-unites-somalia-against-growing-taiwanese-somaliland-ties)

https://allafrica.com/stories/202203190144.html)

https://www.scmp.com/economy/china-economy/article/3170851/ukraine-invasion-china-braces-effects-global-fertiliser)

https://www.economist.com/china/2022/04/09/when-china-worries-about-food-the-world-pays)

https://www.scmp.com/economy/china-economy/article/3173619/china-didnt-hoard-grains-stockpiling-ensure-domestic-food)

https://www.wsj.com/articles/us-inflation-consumer-price-index-march-2022-11649725215)

https://twitter.com/DavidSacks/status/1485696010290491393)

https://www.resultats-elections.interieur.gouv.fr/presidentielle-2022)

https://www.nytimes.com/2022/04/13/world/europe/le-pen-nato-russia-germany.html)

https://www.wsj.com/articles/visa-mastercard-fees-will-hurt-consumers-sen-dick-durbin-says-11650046879)

https://summit.allinpodcast.co/)