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The All-In Podcast #150 · October 13, 2023 · 95m
Israel/Gaza Escalating or Not? Market Reactions, Startup Failures Growing
The besties react to the October 7th Hamas attack and Israel's response. Sacks argues for restraint, Chamath focuses on market implications, Friedberg examines energy markets, and Calacanis discusses the startup funding crunch. Heated disagreements on proportionality and US involvement.
Canon
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Within hours of the attack, completely contradictory narratives were circulating on social media. The besties discuss how the information environment made it impossible to distinguish fact from narrative in real time.
Highlights
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Geopolitical shocks reveal which market assumptions were fragile
The October 7th attack and Israel's response caused oil price spikes, defense stock surges, and tech selloffs — exposing how many market positions were built on the assumption of Middle East stability that hadn't existed for decades.