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

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  • เผยแพร่เมื่อ 25 ก.ย. 2024

ความคิดเห็น • 226

  • @509drone2
    @509drone2 2 ปีที่แล้ว +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 ปีที่แล้ว +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.

    • @HispanicCapitalist
      @HispanicCapitalist 2 ปีที่แล้ว +1

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

    • @chickenfishhybrid44
      @chickenfishhybrid44 2 ปีที่แล้ว

      ​@@509drone2 Washington?

    • @509drone2
      @509drone2 2 ปีที่แล้ว +1

      @@chickenfishhybrid44 yes. Spokane

    • @chickenfishhybrid44
      @chickenfishhybrid44 2 ปีที่แล้ว

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

  • @adamlake3003
    @adamlake3003 2 ปีที่แล้ว +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..... 🙏🙏

  • @Casgains
    @Casgains 2 ปีที่แล้ว +138

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

    • @ALTOSVISTAVILLAGIO
      @ALTOSVISTAVILLAGIO 2 ปีที่แล้ว +1

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

    • @ayoub.3939
      @ayoub.3939 2 ปีที่แล้ว +1

      I heard someone is crying in the front seat why ?

    • @sirus312
      @sirus312 2 ปีที่แล้ว +5

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

    • @ALTOSVISTAVILLAGIO
      @ALTOSVISTAVILLAGIO 2 ปีที่แล้ว

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

    • @ayoub.3939
      @ayoub.3939 2 ปีที่แล้ว

      @@ronf28 did you hear someone crying?

  • @daintellekt
    @daintellekt 2 ปีที่แล้ว +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 ปีที่แล้ว +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 ปีที่แล้ว +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 ปีที่แล้ว +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 ปีที่แล้ว +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 ปีที่แล้ว +3

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

  • @davor-debrecin
    @davor-debrecin 2 ปีที่แล้ว +15

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

  • @JaypalSidhu
    @JaypalSidhu 2 ปีที่แล้ว +82

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

  • @MegaMultiAnonymous
    @MegaMultiAnonymous 2 ปีที่แล้ว +6

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

  • @travisratnam2095
    @travisratnam2095 2 ปีที่แล้ว +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 ปีที่แล้ว +2

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

  • @GioDudeReviews
    @GioDudeReviews 2 ปีที่แล้ว +61

    David just absorbing the conversation haha

    • @spol
      @spol 2 ปีที่แล้ว +6

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

    • @Iampaynejr
      @Iampaynejr 2 ปีที่แล้ว +3

      I'm not sure he was actually awake

  • @TheDevilscry69
    @TheDevilscry69 ปีที่แล้ว +2

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

  • @DanyCesc83
    @DanyCesc83 2 ปีที่แล้ว +35

    This is the best TH-cam channel for this segment, period!

  • @luisocuba
    @luisocuba 2 ปีที่แล้ว +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.👍🏻💪🏼

  • @nygariottley245
    @nygariottley245 2 ปีที่แล้ว +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.

  • @brndmkrs
    @brndmkrs 2 ปีที่แล้ว +3

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

  • @glasscannon5383
    @glasscannon5383 2 ปีที่แล้ว +3

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

  • @CruJonesBeatBartTaylor
    @CruJonesBeatBartTaylor 2 ปีที่แล้ว +11

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

  • @shivachan99
    @shivachan99 2 ปีที่แล้ว +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

  • @PaulHallelujahMaranatha
    @PaulHallelujahMaranatha 2 ปีที่แล้ว +1

    Always and only here for Chamath, not disappointed

  • @SS-up5sc
    @SS-up5sc 2 ปีที่แล้ว +21

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

  • @Behardy24
    @Behardy24 2 ปีที่แล้ว +10

    Thank you been waiting for this all weekend!

  • @russellmm
    @russellmm 2 ปีที่แล้ว +4

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

  • @skypedog5
    @skypedog5 ปีที่แล้ว

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

  • @rendelx
    @rendelx 2 ปีที่แล้ว +3

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

  • @PassportGaming
    @PassportGaming 2 ปีที่แล้ว +19

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

  • @Bishman
    @Bishman 2 ปีที่แล้ว +3

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

  • @netolawrence9154
    @netolawrence9154 2 ปีที่แล้ว

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

  • @Here22Learn
    @Here22Learn 2 ปีที่แล้ว +4

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

  • @send2dwight
    @send2dwight 2 ปีที่แล้ว

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

  • @rkhatod1
    @rkhatod1 2 ปีที่แล้ว +1

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

  • @MyVictoriaMarie
    @MyVictoriaMarie 2 ปีที่แล้ว +4

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

    • @allin
      @allin  2 ปีที่แล้ว +2

      bunch of AIS content getting released over the coming days!

  • @chillones9574
    @chillones9574 2 ปีที่แล้ว

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

  • @menelik83
    @menelik83 2 ปีที่แล้ว +3

    I’ve been patiently waiting for this

  • @Financial_Awareness
    @Financial_Awareness 2 ปีที่แล้ว +1

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

  • @gpel
    @gpel 2 ปีที่แล้ว

    Took me awhile, but finally found David Sacks in the intro!

  • @russellmm
    @russellmm 2 ปีที่แล้ว +10

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

  • @shammi13
    @shammi13 2 ปีที่แล้ว +1

    10/10 content here, unmatched.

  • @krishnachatpar231
    @krishnachatpar231 2 ปีที่แล้ว +2

    Excited for this!

  • @steinarjonsson_
    @steinarjonsson_ 2 ปีที่แล้ว +4

    This podcast is absolutely brilliant!

  • @AndreAnyone
    @AndreAnyone 2 ปีที่แล้ว +2

    favorite podcast !!

  • @paulmcgillivray9415
    @paulmcgillivray9415 2 ปีที่แล้ว +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

  • @chancemack
    @chancemack 2 ปีที่แล้ว +1

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

  • @richardsevilla2702
    @richardsevilla2702 2 ปีที่แล้ว +3

    Guys kept me up for an additional hour, worth it

  • @kingzion3032
    @kingzion3032 2 ปีที่แล้ว +7

    Episode 81: First and Jason is still here.

    • @allin
      @allin  2 ปีที่แล้ว +3

      first!

    • @ALTOSVISTAVILLAGIO
      @ALTOSVISTAVILLAGIO 2 ปีที่แล้ว +1

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

  • @malnuaimi9279
    @malnuaimi9279 2 ปีที่แล้ว +1

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

  • @epid3mic_3p58
    @epid3mic_3p58 2 ปีที่แล้ว +5

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

  • @jimbaker5110
    @jimbaker5110 2 ปีที่แล้ว

    Gurley is very insightful. Great new guest.

  • @vattipulusu
    @vattipulusu 2 ปีที่แล้ว

    Ending was super good! Always setting bar higher 👍

  • @persistentone3448
    @persistentone3448 2 ปีที่แล้ว

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

  • @venkatn2488
    @venkatn2488 2 ปีที่แล้ว +1

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

  • @johns.777
    @johns.777 2 ปีที่แล้ว +2

    Let’s go !!! 🚀

  • @calmdao472
    @calmdao472 2 ปีที่แล้ว

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

  • @mahirhaque1801
    @mahirhaque1801 2 ปีที่แล้ว

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

  • @fitfinish1502
    @fitfinish1502 2 ปีที่แล้ว

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

  • @bennnbrown
    @bennnbrown 2 ปีที่แล้ว

    Terrific episode guys !

  • @krae1292
    @krae1292 2 ปีที่แล้ว

    We love y’all! Thanks Xox

  • @AnthonyDoesYouTube
    @AnthonyDoesYouTube 2 ปีที่แล้ว +2

    YES! Just finished my binge of the last month!

  • @euprime
    @euprime 2 ปีที่แล้ว +2

    BG^2 are worth the hype

  • @Papachief23
    @Papachief23 2 ปีที่แล้ว

    Thanks for the pod

  • @jbownzino
    @jbownzino 2 ปีที่แล้ว

    Good stuff guys.. very helpful

  • @cryptotheonly6216
    @cryptotheonly6216 2 ปีที่แล้ว

    Keep up the great work. Liked and shared

  • @wolli238
    @wolli238 2 ปีที่แล้ว +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

  • @JasonRayner
    @JasonRayner 2 ปีที่แล้ว +1

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

  • @toyeebgodo
    @toyeebgodo 2 ปีที่แล้ว

    Excellent episode 👏👏👏

  • @jas2417
    @jas2417 2 ปีที่แล้ว

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

  • @blueobject
    @blueobject 2 ปีที่แล้ว

    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.

  • @clintonrezeki4243
    @clintonrezeki4243 2 ปีที่แล้ว +1

    Love it! Great energy and candidedness

  • @nickbero722
    @nickbero722 2 ปีที่แล้ว

    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

  • @Telluwide
    @Telluwide 2 ปีที่แล้ว +2

    You gotta get Peter Zeihan on the Podcast!

  • @arimichael2499
    @arimichael2499 2 ปีที่แล้ว

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

  • @stevent.5084
    @stevent.5084 ปีที่แล้ว +1

    Brad Gerstner = David Faustino

  • @JaoKhoon369
    @JaoKhoon369 2 ปีที่แล้ว

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

  • @2spears
    @2spears 2 ปีที่แล้ว

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

  • @grega4450
    @grega4450 2 ปีที่แล้ว

    Amazing insight

  • @longvickle7891
    @longvickle7891 2 ปีที่แล้ว

    love the conversation

  • @dhowto3005
    @dhowto3005 2 ปีที่แล้ว

    Thanks!

  • @colinmacdonald2871
    @colinmacdonald2871 2 ปีที่แล้ว

    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.

  • @jminter
    @jminter 2 ปีที่แล้ว +1

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

    • @sparshparimoo
      @sparshparimoo 2 ปีที่แล้ว

      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.

  • @ddusan
    @ddusan 2 ปีที่แล้ว

    Perfect like usual

  • @hodoprime
    @hodoprime 2 ปีที่แล้ว +7

    Fed trying to solve supply chain problems by raising rates will make everything worse.

  • @HisLoveArmy
    @HisLoveArmy 2 ปีที่แล้ว +1

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

  • @ford88sw
    @ford88sw 2 ปีที่แล้ว

    Post your videos on Rumble too

  • @ttimothytran
    @ttimothytran 2 ปีที่แล้ว +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.

  • @ElfProduct
    @ElfProduct 2 ปีที่แล้ว

    Quality content from BG Squared - Love it!

  • @Specsy
    @Specsy 2 ปีที่แล้ว

    history over here

  • @samuhlm2
    @samuhlm2 ปีที่แล้ว

    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

  • @Unbedingt0815
    @Unbedingt0815 2 ปีที่แล้ว

    Love it. Feels like watching a sophisticated campfire discussion on GULLIVER’S Travels

  • @ardi3595
    @ardi3595 2 ปีที่แล้ว +1

    Lesssssgoooooooo!!!!

  • @1030king
    @1030king 2 ปีที่แล้ว

    Love this pod. I learn something in each episode

  • @buttercupsanddimsum9642
    @buttercupsanddimsum9642 2 ปีที่แล้ว +2

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

  • @junaidn18
    @junaidn18 2 ปีที่แล้ว

    You guys are fucking amazing!

  • @arimichael2499
    @arimichael2499 2 ปีที่แล้ว

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

  • @santagoldie
    @santagoldie 2 ปีที่แล้ว +1

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

  • @MrPrentissDJones
    @MrPrentissDJones 2 ปีที่แล้ว

    We love Wework!!!!

  • @tekenieconomicdevnativebus7444
    @tekenieconomicdevnativebus7444 2 ปีที่แล้ว

    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 ปีที่แล้ว

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

  • @prhasn
    @prhasn 2 ปีที่แล้ว +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 ปีที่แล้ว

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

  • @kindnesslove5482
    @kindnesslove5482 2 ปีที่แล้ว

    I am all in

  • @heyfrancis3332
    @heyfrancis3332 2 ปีที่แล้ว

    Let's Go!! what a way to start the week!

  • @BTFD0618
    @BTFD0618 2 ปีที่แล้ว

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

  • @jaywasswa
    @jaywasswa 2 ปีที่แล้ว

    Forever grateful for the info by the besties 🤝🤝

  • @eea1119
    @eea1119 2 ปีที่แล้ว

    This is great, thanks JCal!