U.S.
34 statements across 32 episodes · 10 bullish · 10 bearish · 16 people on the record · first statement Jun 20, 2020 by David Friedberg · across every show →
Everything said about U.S., oldest first
Jun 20, 2020
Jul 11, 2020 bullish
Biomanufacturing will become the primary way humans produce materials this century
“So I do believe that there is a big wave of biomanufacturing as an industry that is coming on the U.S. This century, and it will hopefully by the end of the century be the primary way that we're kind of producing a lot of the molecules that we consume and that…”
Jan 30, 2021 neutral
Friedberg: US stock trading reached $121 trillion across 2.7 trillion trades
“I downloaded the data from CBOE that analyzes how much volume was traded across all the equity markets last year in the U.S. Stocks traded a total volume last year. Are you guys ready for this? A 121 trillion dollars of notional across 2.7 trillion trades.”
Feb 5, 2022 bearish
May 24, 2022
Jun 1, 2022
Jun 7, 2022 bullish
Jul 14, 2022 negative
Sep 10, 2022 negative
Sacks: U.S. policy of constructive engagement with China was a complete disaster
“With the benefit of hindsight, what we can see, with the benefit of hindsight, what we can see is that our Chinese policy of interdependency, really it was called constructive engagement, was a complete and unmitigated disaster.”
Jun 24, 2023
Sep 20, 2023
Sep 20, 2023
Oct 27, 2023 negative
Oct 27, 2023 negative
Sacks: U.S. needs over five years to replace hollowed-out munition stockpiles
“What they show is that our industrial capacity is so hollowed out that it's going to take us five plus years to replace our stockpiles of artillery ammunition, of javelins, of stingers, of Gimler's as another type of rocket system”
Jun 20, 2024 negative
Friedberg: China building 150 nuclear reactors at one-fourth US cost
“China's building a 150 nuclear reactors, and they're only spending about 2500 dollars a kilowatt. In the U.S., we're not building any, and our cost to build them is about 10,000 bucks a kilowatt, and China's about to build as much capacity as 20% of the total …”
Jul 19, 2024 neutral
Dec 7, 2024 bullish
Jan 25, 2025
Mar 8, 2025 negative
Friedberg: NATO is no longer as necessary in a world of abundance
“So I would argue maybe NATO in a multipolar world of abundance isn't as necessary as it has been in the past century, which was a world that was limited in resources, Fighting for access and a growing global population, particularly in the developed world in t…”
Mar 29, 2025 positive
Apr 4, 2025 bullish
Friedberg: China's industrial growth will drive a great era of prosperity
“And that's what drives the growth and the improvement in productivity and this extraordinary abundance in energy, in mining, and now in manufacturing. And it's, I think, gonna lead to a great era of prosperity for China. It's pretty clear with or without the c…”
Apr 11, 2025
May 29, 2025 positive
Aug 1, 2025 positive
Sacks: US-EU trade deal includes zero tariffs and $600B US investment
“The EU is going to open its markets to U.S. Products, no tariff on U.S. Products, but they will pay a 15% tariff coming into the U.S. They're going to be investing six hundred billion in the U.S. They're going to be buying seven hundred fifty billion of U.S. E…”
Sep 24, 2025 negative
Schmidt: Most of the world will use Chinese open-weight AI models
“China is competing with open weights and open training data, and the U.S. Is largely and majority focused on closed weights, closed data. That means that the majority of the world, think of it as the Belt and Road Initiative, are going to use Chinese models an…”
Sep 29, 2025 positive
Sep 30, 2025 negative
Oct 8, 2025 positive
Oct 15, 2025 positive
Dec 19, 2025 neutral
Mar 13, 2026
Sacks: Stanford study found 80% in China view AI positively versus ~30% in US
“I think that Stanford did a study on AI optimism. They simply asked the question, do you think AIs can be more beneficial than harmful? Something like 80% of people in China said yes. In the U.S. It was in the thirties and it might be even lower now.”
Aug 12, 2026 neutral
Aug 27, 2026