E190: Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO

Aug 2, 2024

(0:00) Bestie intros!
(0:38) Election update: Dems energize around Kamala, policy questions remain
(19:33) Trump's NABJ interview: smart or risky?
(33:07) Markets expect rate cut in September, but are we already in a recession?
(40:58) AI buildout causing short-term volatility
(45:46) Assassination of Hamas leader Ismail Haniyeh: are we inching closer to war in the Middle East?
(1:06:17) Bill Ackman withdraws Pershing Square USA IPO

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Referenced in the show:
https://www.natesilver.net/p/nate-sil...
https://www.foxnews.com/politics/harr...
https://nypost.com/2024/07/24/us-news...
https://x.com/jeffstorobinsky/status/...
https://apnews.com/business/inflation...
https://x.com/grdecter/status/1819362...
https://www.wsj.com/economy/consumers...
https://www.foxbusiness.com/economy/i...
https://www.foxbusiness.com/personal-...
https://finance.yahoo.com/news/amd-st...
https://www.cnbc.com/2024/07/31/nvidi...
https://www.ft.com/content/bad6ca0b-8...
https://www.google.com/finance/quote/...
https://www.google.com/finance/quote/...
https://www.nytimes.com/2024/08/01/wo...
https://archive.nytimes.com/www.nytim...
https://www.wsj.com/finance/investing...

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