E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more

0:00 Bestie Intro: Chamath's happy hour and sweater feud 7:11 Breaking down the new 6.8% CPI number, reflecting on old inflation takes, jobs report, understanding why CPI is misleading 23:05 How growth stocks got overblown, current valuation outlook, government as capital allocators 40:12 Deficit trouble: will another president ever try and balance the budget? Areas of positivity in the economy 50:29 Better.com's botched layoffs, impact of overcapitalization, macro outlook for founders 1:11:16 Lessons from the Jussie Smollett saga Follow the besties:   / chamath   https://linktr.ee/calacanis   / davidsacks     / friedberg   Follow the pod:   / theallinpod   https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl   / yung_spielburg   Intro Video Credit:   / thezacheffect   Referenced in the show: https://www.cnbc.com/2021/12/10/consu... https://www.bls.gov/opub/ted/2021/con... https://www.marketwatch.com/story/wha... https://www.cnn.com/2021/01/27/econom... https://www.nytimes.com/2021/03/22/op... https://www.nytimes.com/2021/03/10/bu... https://www.axios.com/inflation-consu... http://cdn.cnn.com/cnn/2021/images/12... https://www.politico.com/newsletters/... https://www.cnbc.com/2021/12/03/jobs-...   / 1469438745791410183   https://www.cnbc.com/2021/06/10/stanl... https://www.businessinsider.com/congr...    • Elon Musk: "The government is simply the b...   https://www.thebalance.com/deficit-by...   / 1469370800771715073   https://www.forbes.com/sites/davidjea...    • Jussie Smollett FULL Interview on alleged ...      • Dave Chappelle on the Jussie Smollett Inci...   #allin #tech #news