E191: Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala Walz

Aug 9, 2024

(0:00) Bestie intros: Jason is back from COVID!
(3:55) Yen carry trade unravels, Japan's unique economic issues
(27:22) Recession odds growing, is the US already in a "lowkey recession"?
(45:46) Why Buffett is selling Apple and massively increasing Berkshire's cash position
(55:54) Major antitrust ruling against Google, predicting outcomes
(1:22:41) Kamala picks Minnesota Governor Tim Walz as her running mate

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Referenced in the show:
https://www.wsj.com/health/wellness/c...
https://tradingeconomics.com/japan/in...
https://pebblewriter.com/the-yen-carr...
https://www.statista.com/statistics/6...
https://www.reuters.com/markets/asia/...
https://x.com/GoldmanSachs/status/179...
https://www.wsj.com/economy/central-b...
https://www.cnbc.com/2024/03/01/the-u...
https://www.wsj.com/finance/the-u-s-g...
https://www.nytimes.com/2024/07/10/bu...
https://www.bloomberg.com/news/articl...
https://www.cnbc.com/2024/08/02/job-g...
https://fred.stlouisfed.org/series/UN...
https://polymarket.com/event/how-many...
https://www.google.com/finance/quote/...
https://www.google.com/finance/quote/...
https://www.google.com/finance/quote/...
https://www.wsj.com/livecoverage/stoc...
https://www.google.com/finance/quote/...
https://x.com/RealEJAntoni/status/179...
https://www.forbes.com/sites/gurufocu...
https://www.google.com/finance/quote/...
https://www.ft.com/content/2aa3b542-d...
https://www.documentcloud.org/documen...
https://x.com/Jason/status/1820823406...
https://x.com/chamath/status/18178934...
https://www.vox.com/2018/10/31/180395...
https://www.natesilver.net/p/tim-walz...
https://x.com/NickFondacaro/status/18...
https://x.com/KamalaHQ/status/1820918...
https://amp.cnn.com/cnn/2024/08/06/po...
https://www.nytimes.com/2024/08/07/us...
https://x.com/PokerGO/status/18188368...

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