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E89: GDP growth negative in Q2, $SHOP layoffs, Alzheimer's fraud, Ginkgo acquires Zymergen & more
2022/7/29
All-In with Chamath, Jason, Sacks & Friedberg
C
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 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。
Chamath Palihapitiya：对GDP数据的解读需要考虑基本统计学原理，不能仅凭单季度数据判断经济趋势。疫情冲击后，美国经济正在恢复，但需要时间观察长期趋势。白宫试图淡化负增长是错误的。美联储对通货膨胀的反应过于迟缓，政府的应对措施也存在问题，导致经济衰退。疫情期间的刺激计划扭曲了市场供需关系，加剧了当前经济困境。
David Sacks：关于衰退的定义存在争议，白宫试图淡化衰退的严重性。通货膨胀是导致经济衰退的主要原因，美联储反应迟缓，政府支出过多也负有责任。美联储主席鲍威尔在应对通货膨胀问题上的策略存在争议，其政策可能延缓经济复苏。政府应该坦诚地向民众解释经济形势，而不是试图掩盖问题。
Deep Dive
The episode begins by discussing the US GDP decline for a second consecutive quarter, sparking a debate on whether the country is in a recession. There is a focus on the White House's narrative control and the implications of inflation.
- US GDP fell by 0.9% in Q2, marking two consecutive quarters of negative growth.
- The White House's attempt to redefine recession spurs debate.
- Inflation and government spending are blamed for economic woes.
- The Fed's slow reaction and easing policies are criticized.
- Market distortion due to government intervention is highlighted.
Shownotes Transcript