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All In Podcast Episode 198 Recap and Notes October 3 2024

October 3 2024

  • Mark Cuban joins the podcast!
  • Cuban’s history with Trump
    • Quite amicable overall
    • Likes him personally but doesn’t think he’s the right person for the job
  • Trump’s record
    • Bad
      • Didn’t show great leadership during the BLM riots
      • Support for Saudis during Yemen conflict
      • Interesting linkage between price of oil rise to track inflation
        • Trump helped oil companies by asking Saudis and Putin to curtail production - the deal was 2 years long - and that led to high inflation for that duration which got better after the deal expired
        • Friedberg counters that the cause of inflation was government and Fed monetary and fiscal policy - of pouring trillions of dollars into the world economy (unprecedented)
        • Everything was constrained, not just energy
        • Larry Summers also warned in Q1 of Biden-Harris administration that they were doing the wrong thing with passing the Inflation Explosion Act
    • Good
      • Great salesman, crowd motivator
      • Bringing down corporate tax rate
      • Capital gains
      • Operation Warp Speed
  • Biden’s record
    • Compares Democrats’ process vs Republicans’ process
    • Bad
      • Border disaster
      • Spending and stimulus was bad
      • EV chargers was bad
      • Filibuster removal will be bad
      • Lina Khan and FTC was bad
    • Good
      • Infrastructure bill was good
      • Broadband bill is good
      • Pharmacy benefits
      • Country tone change was good
  • Kamala Harris
    • Smart election campaign
  • International Affairs
    • Supports Israel (he’s Jewish), against Hamas
    • Thinks Gaza approach was too strong, Hezbollah approach was right
    • Ukraine
    • Crazy national debt
    • Crypto regulation
      • Against Elizabeth Warren - backing a Republican against her
      • Gary Gensler is a moron - regulation through litigation - sue you first, ask questions later
  • Why he sold the Mavs
    • Had tech advantage when he joined, now its a real estate play and so he wants to get out, still owns 27.7%
  • CostPlusDrugs.com
    • Able to provide drugs real cheap
    • Incumbents enjoy price opacity
  • AI
    • Agents will just be a feature, not a product
    • Everyone will have models
  • Knicks trade sounds good
  • Elon
    • Great entrepreneur
    • Twitter was a mess
  • OpenAI conversion
    • Karma will come back to hit them
    • Nothing says they will win
    • Likes Gemini 1.6, NotebookLM, Meta

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