E0: COVID-19 Political, Economic & Social Ramifications featuring David Friedberg
Episode description
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0:01 Jason intros Chamath and Episode 0 of All-In and they discuss their current self-quarantine
0:55 Jason intros David Friedberg
1:35 Chamath gives the inaugural (& potentially final) All-In ad read
2:17 As a Warriors owner, Chamath gives his reaction to the NBA postponing & uncoordinated actions of government & private sectors
4:37 Why was the US so slow to react on both an individual & governmental level? What did the OpenTable data show?
9:03 David explains the actions he would take if he was president
12:37 Thoughts on Trump’s private sector involvement
16:58 Has the press failed in its coverage, or are they just feeding people what they want?
23:52 What will the next few weeks in the US look like? Why has the virus spread severely in Italy, but not yet in India?
37:20 How the COVID-19 viral coefficient compares to the early days of Facebook’s numbers
40:26 Chances of Trump testing positive for the virus? What effect would that have on markets?
48:53 What should we do differently next time?
53:13 Will there both more deaths due to second order effects of the virus than direct deaths?
1:01:06 Should there be a global stimulus package? Effect of low-volatility during recent bull run?
1:11:26 Chances of a quick resolution?
1:16:48 How are Jason & Chamath advising their portfolio companies? How are IPO’s of companies like Airbnb & DoorDash being effected?
1:21:17 How to approach the next year in startups & VC?