E57: Understanding Omicron, tech stocks ...

(0:00) Bestie Intro: Miami talk, gambling stories, Nancy Pelosi's retirement plans

(12:30) Understanding the Omicron variant

(24:49) Tech stocks plummet: why the selloff?

(33:44) Inflation: here to stay? What's the 10-year outlook?

(44:57) Anticipating a "Great Resignation" of successful VCs

(54:45) Tech people ruining Art Basel, comparing Bay Area / South Florida immigrant communities in terms of political activity, success of Indian-Americans in tech

(1:02:08) Mike Bloomberg donates $750M to charter schools

(1:07:52) Jack Dorsey's departure from Twitter, what it means for free speech

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://twitter.com/trvrb

https://www.nejm.org/doi/full/10.1056/NEJMoa2115463

https://twitter.com/erictopol/status/1466799350990839810

https://twitter.com/Jason/status/1465037481187987457

https://www.wsj.com/articles/china-set-to-create-new-stateowned-rare-earths-giant-11638545586

https://www.shippingandfreightresource.com/china-us-freight-rates-plunge-but-china-manufacturing-woes-create-new-headaches-for-shippers

https://fortune.com/2021/08/09/lumber-prices-down-2018-levels

https://twitter.com/rabois/status/1466816803418615812

https://twitter.com/michelletandler/status/1465393612577853440

https://www.wsj.com/articles/michael-bloomberg-why-im-backing-charter-schools-covid-19-learning-loss-teachers-union-11638371324

https://www.technologyreview.com/2020/11/18/1012066/emtech-stage-twitters-cto-on-misinformation

https://bariweiss.substack.com/p/twitter-is-about-to-get-way-worse