Latest Interviews
Showing 16–18 of 18 transcripts.
Clear all filters- All-In Podcast1h 49m
E83: Market slide continues, and how to address Uvalde
Brad Gerstner, Sacks, Calacanis, Friedberg, TheZachEffect, Jason, Chamath Palihapitiya
The 2022 All In Summit assembled founders, investors, and podcast personalities like Chamath Palihapitiya and Jason Calacanis for an unscripted gathering marked by significant COVID-19 transmission and a high-profile confrontation between Calacanis and Palmer Luckey. Beyond its operational challenges, the event delivered stark market insights as leaders warned of a prolonged bear market, redefined startup viability around cash flow, and criticized the shift toward strict corporate governance. The summit also featured a consensus-driven segment on gun policy following the Uvalde tragedy, where panelists advocated for "Red Flag Laws" and technology-facilitated early warning systems to address the specific demographic profiles of mass shooters.
- All-In Podcast1h 36m
E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
Brad Gerstner, Friedberg, Zelenskyy, Putin, Biden, Zakaria, David Sacks
Brad Gershner, Chamath Palihapitiya, and David Sacks analyze the transition from the 2020–2021 bull market to a normalization phase driven by rising real rates, predicting 50–60% mispricing in late-stage venture valuations and widespread down-round IPOs. The panel introduces the "burn multiple" as a critical governance metric to enforce capital efficiency, while simultaneously warning that geopolitical strategies in Ukraine and a potential US-China recession could exacerbate the upcoming economic downturn. These macroeconomic shifts and valuation corrections are contextualized alongside the upcoming All-In Summit in Miami, where confirmed speakers will address the necessity of stripping away speculative excesses to rebuild resilient business models.
- All-In Podcast3h 0m
E11: Election Night Special featuring Phil Hellmuth, Bill Gurley, Brad Gerstner & more!
Phil Hellmuth, Bill Gurley, Brad Gerstner, Chamath, Michael Newman, Jon Cohen, Pete Buttigieg, Joe Biden, Jason Calacanis, David Friedberg, David Sacks
Financial markets rallied and betting odds flipped violently as Donald Trump secured critical victories in Florida, Ohio, and Pennsylvania, driven by voter backlash against COVID-19 lockdowns and unexpected demographic shifts. While major media networks initially misjudged the election dynamics, the results projected a "soft landing" scenario where a potential Biden presidency coincides with a Republican Senate to ensure government gridlock and fiscal stability. Key swing states like Michigan, Wisconsin, and Arizona remain statistically tight, creating uncertainty over whether a clear winner will be declared or if a contested election will extend into early December.