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  1. All-In Podcast1h 37m

    Trump's Big Week: Middle East Trip, China Deal, Pharma EO, "Big, Beautiful Bill" with Ben Shapiro

    Trump, Ben Shapiro, Phil Hellmuth, Jason Calacanis, Chamath Palihapitiya, David Friedberg, David Sacks

    Hosts Jason Calacanis, Chamath Palihapitiya, and Ben Shapiro issued a formal apology to poker legend Phil Hellmuth for previously making false claims about his relationship with Timothée Chalamet and his status among Hollywood elites. Concurrently, the discussion detailed President Trump's Middle East trip, which secured approximately $2 trillion in investment deals while signaling a foreign policy shift toward commerce over interventionism. The panel also examined domestic issues including a proposed tax bill projected to add $4.1 trillion to the deficit, state bans on cellular meat, and an executive order aiming to slash pharmaceutical prices by 30 to 80 percent through a "Most Favored Nation" mechanism.

  2. The Economist8 min

    Why does Trump admire Saudi Arabia?

    Trump, Rachana Shanbhogue, Jason

    Crown Prince Mohammed bin Salman has steered Saudi Arabia toward a foreign policy of regional stabilization and ambitious domestic social liberalization to secure the political foundation for his economic transformation agenda. While the kingdom has rapidly dismantled religious restrictions and positioned itself as a mediator in global conflicts, its effort to diversify away from oil through massive giga projects like Neom faces significant hurdles due to stubborn reliance on energy revenues and fiscal strain. Consequently, the regime's long-term stability remains precarious, hinging on its ability to successfully deliver economic prosperity to a young population while managing the risks of potential dissent and investor skepticism.

  3. All-In Podcast1h 35m

    Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down

    Trump, Aaron Levie, Ryan Petersen, Chamath, Jason, David Sacks

    This panel discussion evaluates the Trump administration's first 100 days, highlighting a record-breaking 143 executive orders, an A+ rating for border security, and a projected $1 trillion in foreign direct investment driven by aggressive tariff strategies. Simultaneously, the conversation explores transformative shifts in the technology sector, where AI agents are evolving from simple chatbots into autonomous workflow systems that promise to disrupt software business models and address national security dependencies on Chinese supply chains. While praising the administration's dismantling of DEI initiatives and pro-open-source AI stance, critics within the group also raise significant concerns regarding rule-of-law execution, conflicts of interest, and the urgent need for clearer communication on specific economic incentives.

  4. All-In Podcast1h 30m

    Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery

    Trump, Bessent, Elon, Andrew Ross Sorkin, Chamath, Jason, Friedberg

    A panel of experts analyzes global market dynamics, noting that recent rallies stem from trade deal expectations rather than Federal Reserve support, while highlighting strategic tensions over China's control of rare earths and its lead in thorium energy research. The discussion extends to foreign policy, where participants advocate for accepting the Istanbul Deal to end the Ukraine war and criticizing the moralistic approach to nation-building. Finally, the group evaluates corporate strategies for Alphabet and Tesla, the fiscal hurdles facing the Department of Government Efficiency, and the regulatory complexities surrounding Nvidia's global supply chain.

  5. The Economist23 min

    Fed man walking? Trump v Powell

    Trump, Powell, Jason Palmer, Simon Rabinovich, Archie Hall, Emily Steinmark

    President Trump's threats to dismiss Federal Reserve Chair Jerome Powell triggered a market crisis and highlighted legal hurdles protecting the central bank's autonomy, though analysts warn that undermining the Fed could force higher rates and deepen economic stagnation. Simultaneously, global remote work trends are solidifying a five-year post-pandemic equilibrium in English-speaking nations, driving suburban housing prices up while introducing social challenges like increased isolation. Concurrent environmental assessments reveal that despite eliminating tailpipe emissions, electric vehicles generate significant non-exhaust particulate matter due to heavy battery packs, prompting calls for lighter designs and stricter regulatory oversight.

  6. All-In Podcast1h 39m

    Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon

    Trump, Tim Dillon, Chamath, Jason, Friedberg, David Sacks

    The White House recently imposed indefinite export restrictions on NVIDIA's H20 chips, projecting a $5.5 billion earnings hit while prompting debates over whether enforcement will accelerate China's domestic semiconductor ambitions or effectively curb dual-use technology flows. Simultaneously, the Trump administration is contesting Harvard University over federal funding mandates, freezing billions in grants after the university refused to dismantle DEI programs and face a potential revocation of its tax-exempt status based on civil rights precedents. Experts warn that these geopolitical and educational crackdowns must address China's rising research parity with the U.S. while acknowledging that traditional university models may be too inefficient to sustain American scientific competitiveness without structural reform or AI-driven alternatives.

  7. The Economist25 min

    Trump’s fickle, Xi’s pickle: the dynamic driving US-China tensions

    Trump, Xi, Rosie Bloor, Jason Palmer, David Rennie, Hanna Vioque, John Fassman

    Amid escalating trade friction involving US tariffs and Chinese export controls, Beijing has diversified its diplomatic ties to Southeast Asia and Europe while rejecting direct negotiation tactics it deems chaotic. Concurrently, Spain faces a humanitarian crisis as record migrant arrivals and sea-route deaths overwhelm local morgues, forcing authorities to implement rapid burials that compromise identification protocols. In a contrasting sectoral shift, the pinball industry has experienced a resurgence driven by technological upgrades and a surge in competitive participation, reversing decades of decline to become a global market of nearly 40,000 players.

  8. The Economist13 min

    Has Trump damaged the dollar?

    Trump, Henry Curr, Jason

    Following President Trump's reciprocal tariff announcements, a simultaneous sell-off in US bonds, equities, and the dollar signals a breakdown in historical market correlations and a generalized flight from American assets. This volatility is driven by aggressive fiscal expansion plans and administration rhetoric questioning the benefits of dollar dominance, which have raised concerns about the sustainability of foreign capital holdings in US Treasuries. While no current alternative currency offers comparable liquidity to challenge the dollar, the resulting permanent risk premium has created a less stable global financial system that requires urgent political coordination to avoid further instability.

  9. The Economist21 min

    Art of the real: Trump bows to markets

    Trump, Rosie Bloor, Rachna Shambhog, Tom Standage, Andrew Miller

    Following President Trump's announcement of a 90-day tariff pause amid market-driven recession fears, Treasury Secretary Scott Bessent utilized the delay to reward non-retaliation while maintaining a 125% rate on China, prompting global leaders to prepare direct concessions on defense and trade. Simultaneously, the commercial space sector advances toward orbital data centers as StarCloud plans a 2024 AI chip demonstrator and Axiom Space operates station racks, with viability hinging on the projected launch cost reductions of SpaceX's Starship. Marking the centennial of its 1924 publication, F. Scott Fitzgerald's *The Great Gatsby* continues to define the American experience by contrasting the Jazz Age's glamour with a rigid class structure that grants the wealthy immunity from the consequences of their carelessness.

  10. The Economist21 min

    Doomed traders: Trump’s tariff fallout

    Trump, Rosie Bloor, Rachna Shambhog, Tom Sass, Emily Steinmark

    Following the US announcement of global tariffs on April 2, major economies including China and Canada implemented retaliatory measures that triggered a $12 trillion drop in global market value and elevated recession probabilities to 60%. Despite diplomatic outreach from approximately 50 nations, the US administration maintains its stance, with officials describing the policy as a permanent restructuring of trade that has forced corporations to delay capital investments. Analysts warn that these developments will likely result in two decades of protectionism and reduced global economic integration.

  11. The Economist25 min

    Wall of duties: Trump’s towering tariffs

    Trump, Shonda Rhimes, Rosie Bloor, Rachna Shambhog, Tom Gardner, Rachel Lloyd

    On April 2, 2025, Donald Trump enacted sweeping global tariffs designed to rebuild American manufacturing while economists warn of an elevated recession risk and infrastructure challenges regarding enforcement. Concurrently, the Sudanese National Army recaptured Khartoum with international military backing, though a fragmented coalition and the Rapid Support Forces' continued resistance suggest a prolonged conflict rather than a decisive peace. In the entertainment sector, Shondaland solidified its dominance by generating $2.4 billion in revenue through distinct pacing strategies and expansive universe-building, despite a market increasingly risk-averse to new creative talent.

  12. The Economist23 min

    Spy-fall: Trump imperils intelligence pact

    Trump, Rosie Bloor, Shashank Joshi, Shalas Chitnis, Alexandra Suech-Bass

    Amidst a restructuring of US intelligence leadership under Donald Trump and potential disruptions to the Five Eyes alliance, China has surged to become the world's second-largest drug developer, offering Western pharmaceutical companies critical intellectual property to navigate an upcoming patent cliff. Concurrently, The Economist has launched a curated weekly film and television guide designed to highlight globally diverse, notable titles while explicitly advising against unworthy viewing, complementing its subscriber-only coverage of unique international social experiments. These developments collectively reshape intelligence security, biotech market dynamics, and cultural consumption within a rapidly evolving geopolitical landscape.

  13. The Economist22 min

    Cold call: Putin thwarts Trump

    Putin, Trump, Rosie Bloor, Chris Lockwood, Simon Wright, Katherine Nixie

    President Trump and Vladimir Putin failed to secure a comprehensive ceasefire during a two-hour call, with Putin rejecting blanket terms in favor of a limited energy infrastructure halt that Russia violated hours later. This diplomatic setback, compounded by unaddressed US demands regarding Ukrainian recruitment and military aid, has alarmed European leaders who are responding by suspending debt brakes and withdrawing from landmine treaties. Meanwhile, the broader geopolitical outlook suggests a potential US pivot toward Russia in the Middle East that risks sidelining Ukraine, leaving Europe to accelerate its own defense preparations amid fears of diminished American reliability.

  14. All-In Podcast1h 39m

    Fixing the American Dream with Andrew Schulz

    Andrew Schulz, Friedberg, Gavin Newsom, Trump, Jason Calacanis

    In a May 3 Miami event featuring comedian Andrew Schulz, hosts Jason Calacanis and David Sack discussed advanced IVF technologies, the strategic implications of Governor Gavin Newsom's new podcast, and critiques of President Trump's tariff policies. The dialogue extended to economic solutions such as investing the Social Security Trust Fund in equities to prevent 2032 insolvency, while analyzing housing market distortions and the psychological drivers behind modern conspiracy theories. Panelists also shared personal investment origins, evaluated the Department of Government Efficiency's potential under Elon Musk, and highlighted JD Vance's political trajectory as a key figure in future American leadership.

  15. The Economist28 min

    Pompcast: Trump rallies Congress

    Trump, Jason Palmer, Rosie Bloor, John Priddow, Ana Lankes, Alex Hearn

    President Donald Trump suspended military aid to Ukraine following a dispute with Volodymyr Zelensky, triggering retaliatory 25% tariffs from Mexico and Canada and prompting Zelensky to signal readiness for a new minerals deal. In his first congressional address, Trump claimed record-breaking approval swings and erroneously contrasted European and American aid contributions while asserting he ranks alongside George Washington. Simultaneously, Ecuadorian Attorney General Diana Salazar continues high-stakes investigations into corruption linking drug cartels to former President Rafael Correa, with the outcome threatening to determine whether the nation remains a democracy or becomes a narco state before upcoming elections.