The TikTok ban and the iPhone monopoly
![The TikTok ban and the iPhone monopoly](https://www.podcastworld.io/podcast-images/the-vergecast-slghgrae.webp)
Explore "tech monopolies" with insightful episodes like "The TikTok ban and the iPhone monopoly", "Stock Market Rally: Fundamentals vs FOMO", "E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more", "6/14/21: Fauci Gaslights, Bezos Bailout, Kamala's Failures, and More!" and "Tim Wu thinks it’s time to break up Facebook" from podcasts like ""The Vergecast", "Many Happy Returns", "All-In with Chamath, Jason, Sacks & Friedberg", "Breaking Points with Krystal and Saagar" and "The Vergecast"" and more!
The stock market has been on a tear, with the S&P 500 up more than 15% since its October lows.
But is the rally supported by the fundamentals? Or is it about to go into reverse?
Do company earnings and valuations justify the buoyant market? Or is it driven by hype around artificial intelligence?
And in today’s Dumb Question of the Week: Has TINA turned into TARA?
---
Get in touch
🎧 many-happy-returns.captivate.fm
---
Join PensionCraft
🌐 Become a member at pensioncraft.com
▶️ Subscribe on YouTube
---
Disclaimer
This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.
Copyright 2023 Many Happy Returns
00:00 Cold Open
00:25 Besties react to last week’s All-In E63
21:50 Implications of FTC Chair Lina Khan’s approach to enforcing antitrust
42:21 “Superbubble,” Multiple compression, Fed interest rates, Peloton & Netflix valuations
1:11:04 Sacks explains the NIH’s coordinated effort to downplay the lab leak hypothesis
1:32:01 Friedberg’s new company Cana
1:33:47 Learning loss from COVID school closures
Follow the besties:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the Episode:
Lina Khan interview with Kara Swisher and Andrew Ross Sorkin on CNBC
https://www.youtube.com/watch?v=w1iYGE3PVYA
WSJ article: Sen. Dianne Feinstein & Sen. Alex Padilla advanced the antitrust bill
Chamath’s Social Capital 2019 Annual Letter
https://www.socialcapital.com/annual-letters/2019
Bill Ackman suggests the Fed should raise rate by 50 basis points
https://twitter.com/BillAckman/status/1482449525595943045?s=20
Gavin Baker’s Twitter on Generals getting shot last
https://twitter.com/GavinSBaker/status/1479454332567310342?s=20
Jonathan Chait in NY Mag on School Closures
Unicef estimate that COVID-19 learning loss could cost students close to $17 trillion
Friedberg’s interview on This Week in Startups
YouTube: https://www.youtube.com/c/breakingpoints
Merch: Merch: https://breaking-points.myshopify.com/
Learn more about your ad choices. Visit megaphone.fm/adchoices
See omnystudio.com/listener for privacy information.
Stay up to date
For any inquiries, please email us at hello@podcastworld.io