E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles

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  • Опубликовано: 12 дек 2024

Комментарии • 225

  • @Casgains
    @Casgains 2 года назад +138

    Watched this live and it was the most valuable talk in the entire conference

    • @ALTOSVISTAVILLAGIO
      @ALTOSVISTAVILLAGIO 2 года назад +1

      Hope the #homies #poker 44 #ante #glocal #freakamonics #currency #globalcryto #adaptation #social #xapital #giving2055 #X

    • @ayoub.3939
      @ayoub.3939 2 года назад +1

      I heard someone is crying in the front seat why ?

    • @sirus312
      @sirus312 2 года назад +5

      they didn't give us what stocks to buy like other youtubers do

    • @ALTOSVISTAVILLAGIO
      @ALTOSVISTAVILLAGIO 2 года назад

      @@sirus312 all-in episode #81 tis been on #history #techking #crypt #eurasia

    • @ayoub.3939
      @ayoub.3939 2 года назад

      @@ronf28 did you hear someone crying?

  • @509drone2
    @509drone2 2 года назад +229

    I love this podcast as a super normie retail investor. I feel like I've snuck into some super elite VC club, and get to enjoy their insights & knowledge. Super cool stuff you guys are doing here!

    • @509drone2
      @509drone2 2 года назад +21

      @@thetobyg lol I love how you equate "normie retal investor" with being an idiot. I just DCA into an index fund every month. Pretty sure everyone started off as a newbie at some point. Good one chief.

    • @BigDreGaming
      @BigDreGaming 2 года назад +1

      @@509drone2 you need to be “stupid” in this market and just follow time and price. Let the haters hate lol

    • @chickenfishhybrid44
      @chickenfishhybrid44 2 года назад

      ​@@509drone2 Washington?

    • @509drone2
      @509drone2 2 года назад +1

      @@chickenfishhybrid44 yes. Spokane

    • @chickenfishhybrid44
      @chickenfishhybrid44 2 года назад

      @@509drone2 nice, I'm not too far away.

  • @adamlake3003
    @adamlake3003 2 года назад +21

    Already watched it twice, going for a 3rd time just to let it soak in. Thrilled to have been following this podcast over these past year. The value you guys provide each week is priceless. Can't thank the besties enough..... 🙏🙏

  • @daintellekt
    @daintellekt 2 года назад +133

    👍 High quality content!
    You don’t get these content in traditional media outlets but on high growth tech platform says a lot about inherent value trapped in quality tech stocks despite inflation and higher interest rates.

    • @rajeshupadhyay5683
      @rajeshupadhyay5683 2 года назад +8

      Perfectly said! I am also here to learn how to invest after listening to a lady on tv talk about the importance of investing and how she made 7 figure in 3 month, somehow the video taught me nothing and left me even more confused, I'm a newbie and I'm open to ideas on how to invest for retirement

    • @lezliewhicker8450
      @lezliewhicker8450 2 года назад +9

      @@rajeshupadhyay5683
      I'll advise you lookup Priscilla Dearmin-Turner, she's have been our real investment prodigy since the crash and have also help me recovered my loses

    • @davidhudson3001
      @davidhudson3001 2 года назад +5

      A news host spoke so highly of💕 Priscilla Dearmin-Turner and her loss prevention strategies been trying to get to her ever since didn’t know she was so accessible to the public

    • @dr.ervingalen1777
      @dr.ervingalen1777 2 года назад +6

      @@lezliewhicker8450Thank you for the information i just lookup her name online and found her accreditation on FINRA and SEC, she seems really solid. I already leave her a mail on her webpage🙏

    • @investorwest8735
      @investorwest8735 2 года назад +3

      Paid off $892000 loan within 7 months thanks to Madam Priscilla! So happy we are finally onto baby step 4, 5 & 6! Amazing! 🇨🇦

  • @JaypalSidhu
    @JaypalSidhu 2 года назад +82

    G^2 spitting fire right out of the gate. Really excited for this episode.

  • @davor-debrecin
    @davor-debrecin 2 года назад +15

    Brad Gerstner is amazing, such clarity of thought, awesome!

  • @GioDudeReviews
    @GioDudeReviews 2 года назад +61

    David just absorbing the conversation haha

    • @spol
      @spol 2 года назад +6

      So many people up there.. someones gotta do some listening lol

    • @Iampaynejr
      @Iampaynejr 2 года назад +3

      I'm not sure he was actually awake

  • @MegaMultiAnonymous
    @MegaMultiAnonymous 2 года назад +6

    really cool of you guys to record/release these for us poors who couldn't attend

  • @nygariottley245
    @nygariottley245 2 года назад +7

    Chamath may talk a lot but his not shyness in asking questions and commenting which brings in other comments helps me as a newbie to this game. Way to take one for the new investors team.

  • @DanyCesc83
    @DanyCesc83 2 года назад +35

    This is the best RUclips channel for this segment, period!

  • @travisratnam2095
    @travisratnam2095 2 года назад +8

    I would love to see Cathy Woods chat with you guys. This may sound controversial but you guys generally agree on everything. Bill is Warren Buffet smart in that he’s disciplined on the VC fundamentals; which many need to hear. Cathy seems to be pioneering something new around investing in innovation in public markets. Cathy doesn’t get questioned by quality people like Bill, David, et al and I bet you guys would respect the way she breaks things down; and it would make for a rich convo. Not that this wasn’t. Love your podcast; it’s God sent!🙏

    • @Dwilliams33
      @Dwilliams33 2 года назад +2

      Cathie was at the All In Summit so we should see an episode with her soon

  • @TheDevilscry69
    @TheDevilscry69 Год назад +2

    Every time Brad's done speaking, I stand in ovation.

  • @luisocuba
    @luisocuba 2 года назад +3

    I have to say, Im not a finance savvy and I may only understand a 5% of all this but I love the dynamic of your videos. Keep up the healthy smart humor guys. You guys are the best. This should become a weekly TV program. Great work guys. Oh Chamath, I love the way you dress brother.👍🏻💪🏼

  • @CruJonesBeatBartTaylor
    @CruJonesBeatBartTaylor 2 года назад +11

    David Faustino looks great, glad to hear he's doing well with his new investing venture!

  • @SS-up5sc
    @SS-up5sc 2 года назад +21

    the all in pod the highlight of my week! Amazing pod guys! BG^2 should come again for sure!

  • @glasscannon5383
    @glasscannon5383 2 года назад +3

    Your intro sound is just freaking amazing, I get so pumped for the content every time 😂👌👌

  • @send2dwight
    @send2dwight 2 года назад

    Wow! May have to listen to this one again. 👏🏾👏🏾👏🏾

  • @shivachan99
    @shivachan99 2 года назад +2

    Can’t believe this content is free for retail investors like us. What are you doing in terms of getting “smart money” advice to investors for no cost is similar to what Jack Bogle did for the retail community

  • @Behardy24
    @Behardy24 2 года назад +10

    Thank you been waiting for this all weekend!

  • @Here22Learn
    @Here22Learn 2 года назад +4

    Tackling the most important questions of investing in this environment. Spot on!

  • @PassportGaming
    @PassportGaming 2 года назад +19

    I only watched for Elon musk but fell in love with the channel. I feel so grown up understanding most of the Jargon🤗

  • @brndmkrs
    @brndmkrs 2 года назад +3

    First 3 minutes and I already got this amazing hand saw analogy for what risk curves really look like. Thank you All-In!

  • @PaulHallelujahMaranatha
    @PaulHallelujahMaranatha 2 года назад +1

    Always and only here for Chamath, not disappointed

  • @skypedog5
    @skypedog5 Год назад

    Liked all of the shows ...this one was the best

  • @prhasn
    @prhasn 2 года назад +1

    39:55 talk about day dreaming.. Hyperinflation is real and it is probably coming sooner than you think. I agree panicing is not the solution, but wishful thinking is not either.

    • @suncovec
      @suncovec 2 года назад

      Thanks for a sane comment. Thank God at least someone with triple-digit IQ

  • @persistentone3448
    @persistentone3448 2 года назад

    Right after 33:40, what is the name of the brothers that Bill Gurley references?

  • @chillones9574
    @chillones9574 2 года назад

    First off, when Legends get together I shut the fuk up and listen. THANK-YOU ALL-in PODcast

  • @russellmm
    @russellmm 2 года назад +10

    finally... some serious withdrawls over the weekend. Keep em coming!

  • @vattipulusu
    @vattipulusu 2 года назад

    Ending was super good! Always setting bar higher 👍

  • @MyVictoriaMarie
    @MyVictoriaMarie 2 года назад +4

    Phwew I thought we weren’t getting an episode this week. Missed the Friday release

    • @allin
      @allin  2 года назад +2

      bunch of AIS content getting released over the coming days!

  • @netolawrence9154
    @netolawrence9154 2 года назад

    Can’t believe this content is free! Seriously thanks guys

  • @samuhlm2
    @samuhlm2 Год назад

    At 37:30 Sachs question is pretty much what Kevin O’learys rational was for FTX. Going off of all these ppl he respected and assumed that they did the due diligence when in the end no one did as they all were operating under the same assumption

  • @rendelx
    @rendelx 2 года назад +3

    Once again high quality analysis for anyone seeking economic knowledge. great job fellas

  • @AndreAnyone
    @AndreAnyone 2 года назад +2

    favorite podcast !!

  • @shammi13
    @shammi13 2 года назад +1

    10/10 content here, unmatched.

  • @menelik83
    @menelik83 2 года назад +3

    I’ve been patiently waiting for this

  • @russellmm
    @russellmm 2 года назад +4

    you gotta love how BGx2 kept referencing things that were discussed in previous pods. It means these two watch all the podcasts!

  • @wolli238
    @wolli238 2 года назад +4

    if there existed an all-in pod stock i would definitively invest, haha. you guys are gonna make some good sub gains, great content

  • @krishnachatpar231
    @krishnachatpar231 2 года назад +2

    Excited for this!

  • @kingzion3032
    @kingzion3032 2 года назад +7

    Episode 81: First and Jason is still here.

    • @allin
      @allin  2 года назад +3

      first!

    • @ALTOSVISTAVILLAGIO
      @ALTOSVISTAVILLAGIO 2 года назад +1

      @jason...gotta #SAAS #anteup #carbonfootprint :: #carboncapture #energy #allin #WSOP

  • @steinarjonsson_
    @steinarjonsson_ 2 года назад +4

    This podcast is absolutely brilliant!

  • @mahirhaque1801
    @mahirhaque1801 2 года назад

    Bill Gurley a GOAT has started to look at Public Market Equities... enough said.

  • @jimbaker5110
    @jimbaker5110 2 года назад

    Gurley is very insightful. Great new guest.

  • @Financial_Awareness
    @Financial_Awareness 2 года назад +1

    31:28 - love how Gerstner shares the ror some VC’s look for. Interesting insight there. Thanks for sharing gentlemen! Great discussion.

  • @nickbero722
    @nickbero722 2 года назад

    Would love to hear Brad's thoughts on supply side inflation and how our economy & the fed would react if/when they overstep with policy in a slowing global growth environment. My guess is a policy pivot & foot off the brake

  • @rkhatod1
    @rkhatod1 2 года назад +1

    Probably the best All In Pod EVER. Super interesting and sensible thoughts from the BG's. Thanks!

  • @Bishman
    @Bishman 2 года назад +3

    Right when I was going to bed… I get the All-In Podcast notification. LFG! 🔥

  • @krae1292
    @krae1292 2 года назад

    We love y’all! Thanks Xox

  • @fitfinish1502
    @fitfinish1502 2 года назад

    We are all down so much in mister Ispac. Great bate and switch

  • @johns.777
    @johns.777 2 года назад +2

    Let’s go !!! 🚀

  • @colinmacdonald2871
    @colinmacdonald2871 2 года назад

    David Sacks might have been quite during this but he's constantly moving his foot/leg which would suggest a type of nervous excitement. He really was enjoying the conversation. Or he's working on his N.E.A.Ts to keep trim.

  • @nuki3234
    @nuki3234 2 года назад

    Round trip ripper Friday for the fish and the fishermen. No breaks for the rubes.
    The nine hundred thirty billion decline from the opening bell had the fish gasping as the margin clerks called.
    With a well executed flick of the wrist at 1:30 the fishermen bought Jets as the market recovered nine hundred thirty billion

  • @Telluwide
    @Telluwide 2 года назад +2

    You gotta get Peter Zeihan on the Podcast!

  • @2spears
    @2spears 2 года назад

    Should I invest the $7000 for the ticket price into my app and improve it or attend a conference?

  • @paulmcgillivray9415
    @paulmcgillivray9415 2 года назад +1

    These guys are amazing, I feel like they are doings community service, I am an ignorant investor and learning as I go.
    I learn more from these guys than anywhere else.
    It’s only truly intelligent people that can explain subjects in simple terms that even someone like me can understand.
    Absolutely brilliant thanks, I will follow everything you guys put out

  • @bennnbrown
    @bennnbrown 2 года назад

    Terrific episode guys !

  • @malnuaimi9279
    @malnuaimi9279 2 года назад +1

    Incredible. Thanks guys! Can’t believe we’re getting this for free. Is this the consumer surplus Chamath was talking about 😂?

  • @euprime
    @euprime 2 года назад +2

    BG^2 are worth the hype

  • @richardsevilla2702
    @richardsevilla2702 2 года назад +3

    Guys kept me up for an additional hour, worth it

  • @blueobject
    @blueobject 2 года назад

    I love this Chanel amd what Jason Chamath, Friedberg and Sacks. Do you have any advice for software architects to join you guys in some way? Would love to work for you guys. You guys get it.

  • @calmdao472
    @calmdao472 2 года назад

    Thanks for sharing the video, especially with the caption :)

  • @Papachief23
    @Papachief23 2 года назад

    Thanks for the pod

  • @JJ-gv2ke
    @JJ-gv2ke 2 года назад

    Agree completely with Chamath regarding distributing public shares from the fund. Many of us invest in venture capital to take advantage of the early stage growth benefit of this asset class. Once a company has an exit, whether public or acquisition, I'm no longer in the asset class that I was initially allocated to and may want my money back to reinvest back into earlier stage private companies. I am personally equally allocated between public stocks, commercial real estate, and venture capital and try to maintain that allocation for portfolio sake as much as possible.

  • @jbownzino
    @jbownzino 2 года назад

    Good stuff guys.. very helpful

  • @chancemack
    @chancemack 2 года назад +1

    Man. What a conversation. Thanks for letting us be a fly on the wall.

  • @arimichael2499
    @arimichael2499 2 года назад

    BRAD GERSTNER IS ONLY SECOND TO DAVID SACKS...LEGEND

  • @AmericanDemocracy1
    @AmericanDemocracy1 2 года назад

    Good job. I was curious about a point Jason made about Adam Neumann (WeWork). Jason are you really ready to send him a check? Wasn't sure if that was a sarcastic comment, or if you were serious. You sounded serious.

    • @adityachauhan6846
      @adityachauhan6846 2 года назад

      He just raised around $70M for his new company that's putting carbon credits on Blockchain.

  • @jas2417
    @jas2417 2 года назад

    why did the pip go from episode 69 to 81??

  • @venkatn2488
    @venkatn2488 2 года назад +1

    Love the content!! These guys give true knowledge and prospective

  • @varunbharti397
    @varunbharti397 2 года назад

    43:37 what is masa?

    • @johnj8069
      @johnj8069 2 года назад

      Masayoshi Son, Softbank founder

  • @epid3mic_3p58
    @epid3mic_3p58 2 года назад +5

    best podcast for a reason thanks for the great content keep up the great work all in pod.

  • @AnthonyDoesYouTube
    @AnthonyDoesYouTube 2 года назад +2

    YES! Just finished my binge of the last month!

  • @JasonRayner
    @JasonRayner 2 года назад +1

    Another great episode!! All in summit for the win 💪🏼💪🏼

  • @katzenschildkroete
    @katzenschildkroete 2 года назад +4

    I gotta say, Jason has the best style.

  • @eea1119
    @eea1119 2 года назад

    This is great, thanks JCal!

  • @cryptotheonly6216
    @cryptotheonly6216 2 года назад

    Keep up the great work. Liked and shared

  • @jminter
    @jminter 2 года назад +1

    Home prices go down, home construction goes down BUT rent stays up. And rent is huge part of CPI.

    • @sparshparimoo
      @sparshparimoo 2 года назад

      That’s exactly right. They’re underestimating how high OER, energy and food costs will stay for how long. Inflation topping doesn’t mean inflation crashing. Fed is going to keep raising until they break the bubble economy completely. Most of these startups are screwed.

  • @stevent.5084
    @stevent.5084 Год назад +1

    Brad Gerstner = David Faustino

  • @santagoldie
    @santagoldie 2 года назад +1

    … “ you have an obligation to play a differentiated game” 💡💡💡

  • @ford88sw
    @ford88sw 2 года назад

    Post your videos on Rumble too

  • @clintonrezeki4243
    @clintonrezeki4243 2 года назад +1

    Love it! Great energy and candidedness

  • @longvickle7891
    @longvickle7891 2 года назад

    love the conversation

  • @grega4450
    @grega4450 2 года назад

    Amazing insight

  • @jaywasswa
    @jaywasswa 2 года назад

    Forever grateful for the info by the besties 🤝🤝

  • @Haystack11
    @Haystack11 2 года назад

    Will retails BUY and HOLD do anything 🤔 to affect this? 🤔
    Many say That Shorts will 🔥 Burn on Already Shorted companies? Thougtd All In Besties?

  • @ddusan
    @ddusan 2 года назад

    Perfect like usual

  • @arimichael2499
    @arimichael2499 2 года назад

    EXCEPTIONALLY STRONG FINISH TO E81 BY JCAL...JCAL ON HIS JBOOGIE

  • @VideovigilanteUSA
    @VideovigilanteUSA 2 года назад

    @9:00 i wonder if you asked anyone at a dollar store or main street if food and gas has doubled ...this is for other people , no need to look at a chart.

  • @dhowto3005
    @dhowto3005 2 года назад

    Thanks!

  • @Specsy
    @Specsy 2 года назад

    history over here

  • @oscarestoa8796
    @oscarestoa8796 2 года назад

    Btw and before I start watching, the new milk product that is completely lab made is genious

  • @Hingst
    @Hingst 2 года назад +1

    Jason is really on fire organizing this event and being such a great host and funny/smart interviewer. Quite the opposite to what Freidberg said in "We keep him around because he have a producer we don't have to pay". I'd say Friedberg being negative the last couple of shows is the one who really needs to step it up and inject energy to the group.

  • @JaoKhoon369
    @JaoKhoon369 2 года назад

    Super Besties of all time! what a value info and vibe summit...Thanks Besties!

  • @ttimothytran
    @ttimothytran 2 года назад +2

    Time to get greedy while everyone else is fearful. We will look back and see this as the biggest lost opportunity to buy more, buy cheap.

  • @sirus312
    @sirus312 2 года назад

    What stocks will 10-100x? not early stage

  • @HisLoveArmy
    @HisLoveArmy 2 года назад +1

    Bummer that Sacks couldn't "be with us" he adds so much. :(

  • @ardi3595
    @ardi3595 2 года назад +1

    Lesssssgoooooooo!!!!

  • @priceandpride
    @priceandpride 2 года назад

    damn he called out Rover hard at 50:00

  • @buttercupsanddimsum9642
    @buttercupsanddimsum9642 2 года назад +2

    What’s wrong with David Sacks? He’s usually so talkative 😅

  • @BTFD0618
    @BTFD0618 2 года назад

    Big up my Covid Retail Traders.. who still making 💰🤑💸💲