Kamala Surges, Trump at NABJ, recession fears, Middle East escallations, Ackman postpones IPO (All-in Podcast) - They featured in last week’s newsletter issue, and this latest episode was once again a cracker. The Harris - Trump election build up discussion was great, with some very insightful observations and analysis. That was later followed up with an even better discussion of the Isreal/Mossad/Hamas/Iran assassination situation. The All-In guys are at their best when they are handling geopolitics and relating it back to global macro and Tech. There are some other smaller topics peppered in amongst those. Jason is pulling a Biden this week having caught COVID, but the show was still top notch, though there were signs of a few small resentments festering, which were kind of funny but will no doubt need some fielding from the best moderator in the universe. I bet it’s a tough job keeping the train on the tracks when your team is made up of an alternating current of Sith Lords and Rebel Aliance Jedi knights. Likely that’s why he took the week off in the first place, to see how well balanced everyone is performing. podcastindex.org #