Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks

Update: 2024-10-25

Description

(0:00 ) Bestie intros!

(3:49 ) Announcement: Besties are hosting The All-In Holiday Spectacular in San Francisco on December 7th! Get tickets: https://allin.com/events

(9:08 ) Macro and markets: making sense of unique asset diversions

(27:23 ) Gen Z's economic cultural movements

(38:28 ) Reallocating assets for a new period of constraints

(53:52 ) Election update: Data leans Trump as we enter the home stretch

(1:19:01 ) Is Starbucks fixable? Or has it hit market saturation?

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Intro Music Credit:

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Intro Video Credit:

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Referenced in the show:

https://allin.com/events

https://fred.stlouisfed.org/series/DGS10

https://www.google.com/finance/quote/GCW00:COMEX

https://www.google.com/finance/quote/SPY:NYSEARCA

https://www.google.com/finance/quote/BTC-USD

https://www.cnbc.com/2024/10/22/tudor-jones-is-long-gold-and-bitcoin-as-hedge-fund-titan-believes-all-roads-lead-to-inflation.html

https://www.marketwatch.com/story/stanley-druckenmiller-says-hes-shorting-u-s-bonds-and-staying-out-of-china-1fcf751e

https://www.cnbc.com/2024/10/10/cpi-inflation-september-2024.html

https://fred.stlouisfed.org/series/A091RC1Q027SBEA

https://news.bloomberglaw.com/daily-tax-report-international/uk-budget-fears-push-owners-to-close-firms-to-avoid-tax-hikes

https://www.banque-france.fr/en/statistics/compagnies/business-failures-france-2024-09

https://www.reuters.com/markets/brazil-inflation-expectations-above-target-says-cenbank-director-picchetti-2024-10-23

https://www.cnbc.com/2024/09/14/more-than-half-of-gen-z-want-to-be-influencers-but-its-constant.html

https://pro.morningconsult.com/analyst-reports/influencer-marketing-trends-report

https://www.longtermtrends.net/market-cap-to-gdp-the-buffett-indicator

https://www.oaktreecapital.com/insights/memo/ruminating-on-asset-allocation

https://www.macrotrends.net/2577/sp-500-pe-ratio-price-to-earnings-chart

https://www.realclearpolling.com/polls/president/general/2024/trump-vs-harris

https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model

https://www.nytimes.com/2024/10/23/opinion/election-polls-results-trump-harris.html

https://www.cnbc.com/2024/10/24/polymarket-trump-french-election-bet.html

https://x.com/scubaryan_/status/1848072120699625968

https://www.cnn.com/2024/10/23/politics/video/border-wall-kamala-harris-cnn-town-hall-digvid

https://x.com/justintrudeau/status/1849467713711710699

https://x.com/scubaryan_/status/1848072120699625968

https://awfulannouncing.com/barstool/dave-portnoy-turned-down-kamala-harris-interview.html

https://investor.starbucks.com/news/financial-releases/news-details/2024/Starbucks-Reports-Preliminary-Q4-and-Full-Fiscal-Year-2024-Results/default.aspx

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00:00

Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks

#box-pro-ellipsis-173526567289451{-webkit-line-clamp:2;}Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks

Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks

Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks