Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO
4Description
(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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Intro Music Credit:
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Referenced in the show:
https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model
https://x.com/jeffstorobinsky/status/1818722254542590012
https://apnews.com/business/inflation-general-news-31d83873be23c658d66526745482d572
https://x.com/grdecter/status/1819362069797654784
https://www.wsj.com/economy/consumers/inflation-interest-rates-wealth-loans-51d4276e
https://www.foxbusiness.com/economy/initial-us-employment-reports-overstated-jobs
https://www.foxbusiness.com/personal-finance/q1-gdp-slows-inflation-dips
https://www.ft.com/content/bad6ca0b-82fb-4ddb-b6b8-bd09dacd47ae
https://www.google.com/finance/quote/NVDA:NASDAQ
https://www.google.com/finance/quote/META:NASDAQ
https://www.nytimes.com/2024/08/01/world/middleeast/how-hamas-leader-haniyeh-killed-iran-bomb.html
United States
orange man might be the dumbest mother fucker in the history of dumb motherfuckers !!!!