CASTAMATIC Features

Nov. 14, 2025

(0:00) Michael Burry's big short against AI

(12:00) Why Palantir is so richly valued vs other tech companies

(20:07) Home affordability crisis: Mortgage innovation, building, top priorities to win mid-terms

(36:18) H-1B debate flares up again after Trump's comments on Fox News

(42:37) Science Corner: Solar storms, coronal mass ejection, risks

(51:14) Rich Americans fleeing "the great confiscation"

 

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

 

Intro Video Credit:

https://x.com/TheZachEffect

 

Referenced in the show:

https://x.com/michaeljburry/status/1988778952299802818

https://x.com/_Investinq/status/1988847716613365845

https://x.com/michaeljburry/status/1987918650104283372

https://www.nytimes.com/2025/11/06/realestate/first-time-home-buyers.html

https://x.com/jatanackov/status/1988256651103592564

https://x.com/omapproach/status/1988410644907856075

https://x.com/latestinspace/status/1988606899932299700

https://www.swpc.noaa.gov/

 

This episode is from All-In with Chamath, Jason, Sacks & Friedberg whose proprietor has full ownership and responsibility on its contents and artworks. It was shared using Castamatic, a podcast app for iPhone and iPad.