E61: 2022 Predictions! Business, politics, science, tech, crypto, & more

Mentioned for shutting off Visa in the UK, a move seen as a test of their ability to challenge traditional payment rails.

Discussed as a platform for direct-to-consumer content that is disaggregating media but currently lacks the breadth and economic viability of traditional media for covering broad issues.

Not mentioned, but its market position could be indirectly affected by discussions of tech IPOs and market winners.

The accelerator's model of 'arming the rebels' is discussed in relation to enabling small businesses.

Not explicitly named, but its role in chip manufacturing is relevant to the discussion about Samsung's foundry investment in Texas.

Funds Calico, a company pursuing cell reprogramming for anti-aging therapies.

Mentioned as an example of rising populism globally.

Announced a $17 billion investment in a new chip foundry in Texas, cited as an example of American industry reshoring.

Mentioned as a potential candidate for the biggest tech IPO ever, with rumors of a direct listing and a valuation that could surpass Alibaba.

Predicted to be a business loser, with the speaker advocating to be short the company due to the rise of decentralized payment infrastructure.

Predicted to be a corporate winner in 2022, with Disney+ performing well, parks raising prices, and strong IP like Spider-Man and the Mandalorian.

Google-funded company led by Art Levinson pursuing cell reprogramming for anti-aging therapies.

Implied platform for content creators, relevant to the discussion about monetizing work independently.

Discussed in the context of Buy Now Pay Later services, potentially breaking the hold of traditional payment networks.

Cited as an example of a company that scaled globally quickly, relevant to early-stage startup success.

Mentioned as a potential Buy Now Pay Later business, though its category is questioned.

Cited as an example of a company that scaled globally quickly, relevant to early-stage startup success.

Cited as an example of a 'middle' company whose success comes from enabling smaller businesses, described as 'arming the rebels'.

Predicted to be a business loser, with the speaker advocating to be short the company due to the rise of decentralized payment infrastructure.

Formerly Square, considered a potential competitor to Visa and Mastercard by empowering peer-to-peer payments.

Mentioned as a pioneer in recombinant DNA technology in the 80s and 90s, relevant to the historical context of biotech advancements.

Not explicitly named, but its role in electric vehicles and energy storage is implied by the discussion of battery metals.

Not mentioned, but its market position could be indirectly affected by discussions of tech IPOs and market winners.

Mentioned in the context of COVID-19 vaccination status.

Cited as an example of a company that scaled globally quickly, relevant to early-stage startup success.

Not mentioned, but its market position could be indirectly affected by discussions of tech IPOs and market winners.

Mentioned as a platform where younger generations traded stocks and crypto, gaining financial independence.

Not mentioned, but Elon Musk, its founder, is a prominent figure in tech and business discussions.

A real estate developer facing a massive debt implosion in China, potentially causing contagion.

Not explicitly named, but its role in global chip supply chains is relevant to discussions about China and the US.

A video game described as a poetic, movie-like experience, developed by Annapurna Interactive's video game arm.

Mentioned as a non-crypto payment app that holds brand significance.

Not mentioned, but its cloud infrastructure role is relevant to discussions of enabling startups and SMBs.

Mentioned as a non-crypto payment app that holds brand significance.

The process and importance of testing were debated in the context of a party where some attendees bypassed testing.

Not mentioned, but its cloud infrastructure role is relevant to discussions of enabling startups and SMBs.

Mentioned in the context of recovery from addiction and the pursuit of pleasure, though not explicitly discussed in detail.

Mentioned as a source of information for evaluating crypto projects, particularly for understanding their utility and infrastructure replacement potential.

Cited as a zero-tax state that is booming due to net migration, benefiting at the expense of California and New York.

Discussed in the context of rising US-China tensions, supply chain control, real estate problems, and its potential leadership in climate change mitigation.

Mentioned as a potential site for proxy conflict, linked to geopolitical tensions and Putin's actions.

Predicted to be the origin of peer-to-peer payment innovations that will disrupt traditional financial rails.

Mentioned as a traditional center of industry and wealth, contrasted with the 'rise of the rest' in other US states.

Mentioned as a traditional center of industry and wealth, contrasted with the 'rise of the rest' in other US states.

Cited as a high-tax state suffering from net migration loss, with a high effective tax rate after SALT deduction changes.

Mentioned as a historical period where human slavery was prevalent.

Cited as a zero-tax state that is booming due to net migration and industrial reshoring, such as Samsung's chip foundry investment.

Mentioned as a potential flashpoint for global conflict.

Mentioned in the context of a feud with Chesa Boudin, representing a civil war within progressive politics.

Mentioned as a progressive district attorney who clashed with former mayor Michael Nutter.

Mentioned as a potentially viable Republican candidate against Trump in a 2023 primary.

Predicted to be a political loser in 2022, expected to lose the midterms. His presidency is seen as potentially savable if he moves towards the center.

Co-founder of New Limit, a company investing in youth-promoting cell regeneration.

Writer-director of Thor: Ragnarok, credited with making Thor a more fun character. Mentioned as returning for Thor: Love and Thunder.

Mentioned as an actor in a non-specified film, but his name is used in a context that implies he was being discussed.

Co-founder of New Limit, a company investing in youth-promoting cell regeneration.

Predicted to be a political loser, likely announcing retirement after Democrats lose the House in the expected red wave.

Mentioned as an investor in Alto's Labs, a company focused on anti-aging biotech.

Mentioned in the context of human slavery and its historical prevalence.

Predicted to be a political loser in 2022, expected to be destroyed by the January 6th fallout and bow out of running again. Also criticized for hypocrisy regarding vaccines.

Predicted to be the biggest political winner, running roughshod domestically and internationally due to control over critical supply chains.

An anticipated Star Wars show for 2022 featuring Ewan McGregor.

Mentioned as a potential source for political insights and as a figure associated with certain political writers.

Predicted to benefit from rising US-China conflict and become a stronger global player, particularly in relation to NATO.

His approach of moving the Democratic party back to the center is seen as a potential model for Democrats in 2022. A 'strange new respect' for him is predicted.

Praised as a great actor, associated with the success of the TV series Yellowstone.

Starred as Obi-Wan Kenobi in the Star Wars prequel trilogy and will reprise the role in an upcoming series.

Mentioned as someone Chamath 'workshopped' his contrarian beliefs with.

Predicted to be a big political winner in 2022 due to his approach to COVID-19, keeping businesses and schools open, and treating the population like adults.

Mentioned as a former mayor who clashed with Larry Krasner, representing a progressive vs. mainstream political conflict.

Blamed by progressives for the failure of Build Back Better.

Co-founder of Alto's Labs, a company pursuing cell reprogramming therapies.

Mentioned as heading Annapurna Interactive's video game arm, which developed the game Maquette.

Mentioned in the context of a feud with London Breed, representing a civil war within progressive politics.

Predicted to clash with Manhattan elites, representing a trend of internal political conflict.

Mentioned as a potentially viable Republican candidate against Trump in a 2023 primary.

Not explicitly mentioned, but her role as Vice President is linked to the Biden administration's policies and potential struggles.

Former founder and CEO of Genentech, leading Google's Calico in cell reprogramming research.

Mentioned in relation to Ewan McGregor's portrayal of Obi-Wan Kenobi.

Not explicitly named, but her progressive political stance is implicitly part of the discussion around the progressive left's policy failures.

Mentioned as a battery metal that is expected to be a best-performing asset in 2022.

Key to cell reprogramming and potential 'fountain of youth' therapies, driving a gold rush in biotech.

Used as a historical benchmark for the potential scale of breakthroughs in biotech, specifically related to cell reprogramming.

The Federal Reserve's plan to stop quantitative easing in 2022 is a major concern, potentially impacting various asset classes due to reduced liquidity.

A major theme predicted for 2022, with a ballot initiative in California proposed to give parents vouchers for accredited schools.

The state and future of the global and US economy are discussed in relation to inflation, interest rates, business winners/losers, and investment trends.

China's potential leadership in this area is highlighted, contrasting with current perceptions of them as a major polluter.

Used as a point of comparison in a controversial statement about the scale of suffering caused by animal agriculture.

Mentioned as a battery metal that is expected to be a best-performing asset in 2022.

Retiring and passing down wealth, contributing to a surge of capital and new ideas in the economy.

Discussed as a highly contagious variant of COVID-19 that is spreading rapidly and may change the approach to the pandemic.

Predicted to be major winners in 2022, empowered by newfound financial independence through crypto and stock trading.

The media's role in creating 'COVID fear porn' and potential manipulation for political gain is discussed.

Debated as potentially causing more suffering than human slavery due to the massive scale of animal farming and slaughter.

Anticipated trend for 2022, expected to disrupt traditional payment rails, originating from Africa.

Predicted to be major winners in 2022, empowered by newfound financial independence through crypto and stock trading.

A major consequence of school closures and lockdowns, its existence is debated, and teachers' unions are accused of ignoring it.

Predicted to soar in 2022 due to empowered younger generations, wealth transfer, and new ideas, proving the US's strength.

Seen as becoming 'policy jokes' and facing political price for their policies, particularly concerning teachers' unions and education.

Mentioned as a potential driver of populism, requiring massive taxation and redistribution of wealth to quiet the underlying forces.

Natural catastrophes that are low probability but high severity, mentioned as being under-appreciated in markets.

Mentioned as part of the 'elite prestige media' that is predicted to shift its narrative on COVID-19. A specific clip from CNN is highlighted for its coverage of child mental health.

Expected to benefit from a 'red wave' in the midterms. Their messaging on hard work and freedom is contrasted with perceived Democratic stances.

A new company seeded with $1 billion to pursue therapeutics in cell reprogramming, part of the 'gold rush' in biotech.

A new media venture being launched by the podcast hosts, aiming to disseminate truth.

Mentioned for its potential in peer-to-peer payments and as an example of where innovation in developing markets could lead.

Mentioned as part of the 'elite prestige media' that is predicted to shift its narrative on COVID-19.

Criticized for changing its COVID-19 quarantine guidelines, implying they are influenced by business needs and have a role in media narratives.

Expected to stop quantitative easing in 2022, which is a major concern for markets due to reduced liquidity.

A new company founded by Blake Byers and Brian Armstrong with $100 million, focused on youth-promoting cell regeneration.

Their music is not discussed, but the concept of their cultural impact is relevant to media trends.

Not explicitly named, but global economic trends and potential recessions are discussed.

Mentioned as part of the 'elite prestige media'.

The decision to stop quantitative easing in 2022 is a major concern for market stability.

Mentioned in the context of global populism and potential conflicts.

Predicted to lose the midterm elections in 2022. Their strategizing around the pandemic and progressive policies is discussed.

Compared to the 'All In' media venture, questioning if it's a new form of publicly funded media, but noting PBS's addition of sponsorships.

Their actions, like quantitative easing, are discussed as having significant impacts on markets and asset classes.

Mentioned in relation to Vladimir Putin's growing influence on the global stage.

Teachers' unions are specifically criticized for hindering children's education and masking learning loss.

Not explicitly named, but their role in global health policy is peripherally relevant to discussions on COVID-19.

Mentioned for its upcoming prequel series, 'House of the Dragon', which is anticipated for 2022.

Not directly mentioned, but the concept of choice and evolution discussed by Friedberg echoes themes from the film.

Mentioned as a successful Star Wars series with upcoming related content, contributing to Disney's expected success.

The sequel to Thor: Ragnarok, anticipated for its comedic and fun take on the character.

A new series in the Star Wars universe, considered a potential hit for Disney.

Mentioned as a video game that became a primary social interaction for children during lockdowns.

A Netflix movie mentioned in the context of natural catastrophes and societal response, though its quality is debated by the speakers.

Mentioned as part of the 'elite prestige media'.

Statler and Waldorf from The Muppets are used as a comparison for the perceived behavior of Donald Trump and Bill O'Reilly.

Mentioned as a policy failure that contributed to Democratic losses and may have frustrated progressive politicians.

Proposed as part of a school choice ballot initiative, offering parents $13,000 per pupil for accredited schools.

Mentioned as a battery metal that is expected to be a best-performing asset in 2022.

Expected to take over from Baby Boomers in executive roles as they retire, contributing to economic shifts.

Mentioned as a battery metal that is expected to be a best-performing asset in 2022.

Not explicitly named, but the value and stability of currency are implicitly part of discussions on inflation, interest rates, and asset performance.

May play a defensive role in portfolios during global conflict, but also subject to market fluctuations and interest rate shifts.

Criticized in relation to Donald Trump getting boosted after advising against vaccines, highlighting hypocrisy.

China's significant investment in building 150 new nuclear reactors is noted as a key factor in their climate change mitigation efforts.

Discussed as a future alternative to traditional meat, expected to be available commercially in 5-10 years.

The pandemic and its various variants (Omicron, Delta) are central to discussions on political winners/losers, business impact, media narratives, and societal effects on children.