E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked

(0:00) Bestie intros: Jason comes in hot, All-In's new Chairman Dictator, Holiday party recap, and more
(7:54) Understanding the trade disruption in the Red Sea: Houthis, global impact on trade, the dicey geopolitical situation, and how this compares to COVID freight prices with Flexport's Ryan Petersen
(35:55) Major M&A deals called off, downstream impacts of a hawkish regulatory environment
(54:15) The new era of startup building: less capital raised, less overhead costs, more profitable, smaller exits with higher founder/employee ownership percentages
(1:17:01) Bombshell class action lawsuits against the NAR and other real estate brokerages, how this could change residential real estate in the US
(1:31:58) Colorado bans Trump from primary ballots

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[mikewilliams]

Friedberg!!! Yes!!!! Just build a business and forget about exit. Thank you. The Valley has totally forgotten about the idea of building a profitable biz.

[malindasanna]

I love all the Besties but Sacks’ relentless logic is truly inspiring. This podcast is so full of great thought and analysis.

[msemaj]

Honestly, maybe it was the sniffles but, you’ve got to give it up to JCAL for truly being a Great Moderator for letting the boys have the red meat in the last 10 min and not letting his TDS go full nuclear and spoiling the entire episode. 👏

[berniethejet]

Great to hear the simple details of the NAR monopolies. Our national economy is riddled with this sort of crap, a million sources of friction and inefficiencies.

[TedNemeth]

“an Asperger side hug” —that was priceless.

[Mrim]

I waited all day to hear Sacks talk about the Colorado decision

[sully_n_dubs]

Great discussion on shipping and the red sea. This issue shoukd be the #1 story of December yet is barely covered. Getting discussion of undercovered stories is why i listen to this show.

[mirceasamuelvoicu]

Wonderful podcast. Every Saturday morning(UK) I am waiting for it. BIG fan of Sack. ❤

[ryanbuysse]

Friedberg just needs to read the 1 sentence of Section 5 of the 14th amendment to the Constitution to know that Colorado district court doesn't have the legal authority to decide if Trump is guilty. "The Congress shall have power to enforce, by appropriate legislation, the provisions of this article."

[AJDIAS-ovzd]

Awesome Cast Tonight! I hope everyone has a Merry Christmas! 🎅🤶🎄🎁🎄🎁

[bocaneighborhoodspotlight]

As a realtor for over twenty years, When the market is easy like when Friedberg and Jason sold their home and have buyers already lined up to buy, then I would say negotiate fees with realtor or get attorney, because issues can still arise for both seller and buyer. Buyer brokers protect the buyer from overpaying, finding financing, help with due diligence, and help resolve issues that could kill a deal if an experienced agent isn’t there to help. Currently, with limited inventory and rates so high buyers really need help with even finding a home. Therefore, Buyer agents can work with a buyer for a lot longer then a selling agent. Many Buyers, also, can’t find a home that meets their needs, or don’t have market expertise, or can’t make up their minds to what type of property they really want or cost involved in owning a condo vs single family. The seller agent is not there to protect the buyer. Also, The selling broker cannot be a fiduciary to both seller and buyer.

[AHofmann]

Incredible pod! When yall talk about tech, vc, and companies there's nothing better. Incredible pod fellas thank you

[toddbowers]

Why do shareholders expect 45% growth over a year…that’s part of the problem. That’s why we don’t have a middle class and nobody can afford anything now. And to say wage growth is entitlement is true greed.

[_justcarlson]

Every pat on the back of a man-hug resets the clock 😂

[TeddyMonka]

Fourteenth Amendment, Section 5:
"The 👉Congress 👈 shall have the power to enforce, by appropriate legislation, the provisions of this article"

Not a state court

[bored]

Yes, buyer’s agent is worth more than a sellers agent. I’m not kidding you when I say the LISTING AGENT does 3 hours of work. And they are so entitled to a commission. Buyer’s agents also shouldn’t be making commissions that high. It’s a nightmare

[nicedreamsmaybe]

Great conversation. I feel like every time I listen to these guys I get some kind of wisdom. Lots of respect for speaking out on what’s happening. It is serious and I am glad people better than I at expressing it are speaking up.

[potatowhisperer]

Good episode. I don't grasp the meat of the underlying MBA terms, but really to see you guys hash out details, speculate and explain things fairly well, and intersperse your different views, experiences and projections pretty well is fairly rewarding. Also, anyone can be chairman or dictator as long as Sacks wins best hair. All be safe and take care.

[TheJoshGalt]

Some excellent points near the end. I watched this episode twice it was so good 🔥

[petp]

Happy Holidays besties and to all the crew behind the scenes that make All-In pod possible. Thank you for all you do. 🎄❄️🎉