By roughly the late 2020s, fertility clinics will routinely be able to take somatic cells (e.g., skin cells) from a person, reprogram them into stem cells, and then into egg cells, allowing IVF to be performed for women at essentially any age without harvesting natural eggs.
“So in the next couple of years, there's, you know, there's a few little technical breakthroughs that are happening right now that will enable this, where fertility clinics may end up just taking a little bit of your skin cell, creating stem cells, creating egg cells. And that's how we're going to end up doing IVF in the future at any age. So you could make eggs at any age, and you can ultimately produce offspring at any age.”
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Explanation
In vitro gametogenesis (creating eggs from stem cells) has made scientific progress through the mid-2020s but remains experimental and not yet a routine fertility clinic offering, so the late-2020s mainstream availability predicted here has not yet materialized as of 2026, though the field continues advancing toward that possibility.
Within the next few years (by the late 2020s), advances such as lab‑generated egg cells will make IVF significantly simpler, less invasive, and more widely available than it is in 2025.
“So there's a future here in the next couple of years where fertility becomes a simpler, hopefully easier and more widely available service than it is today, where it's really challenging technically and you've got to go do something that's invasive and, you know, you've got to hope that there's good, healthy eggs and there's a good number of eggs and so on and so forth.”
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Explanation
IVF has seen incremental improvements but has not yet become dramatically simpler or more widely available via lab-generated eggs by 2025-2026 as predicted; the core process remains largely as invasive and technically challenging as before.
If implemented as described, a future Trump administration tax plan will set the federal income tax rate to 0% for U.S. taxpayers earning $150,000 per year or less.
“you heard this by the way, yesterday from Howard Lutnick. I don't know if you guys saw this, but he said the Trump tax plan is going to cut federal income taxes to zero for anybody making 150 K or less.”
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Explanation
No federal policy setting income tax to zero for earners under $150,000 was implemented; Trump's 2025 tax legislation (the 'One Big Beautiful Bill') included various tax cuts and a 'no tax on tips/overtime' provision but did not zero out income taxes for that income bracket.
Following the ongoing decline in equity markets, the U.S. housing market will experience a major downward correction, eliminating trillions of dollars of housing wealth in the next phase of the cycle.
“I think there's one big shoe left to drop. I think we've started the process of really, really taking a bunch of heat out of the asset markets like equities. So we've taken trillions and trillions of dollars of wealth away. I think we're going to take trillions more. But the next big market and this is actually where Andrew, to your point, we re-establish some hope, I think for a lot of people is we are going to whack the housing market. It's just going to happen.”
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Explanation
The US housing market did not experience a major crash or trillions in value wiped out following the 2022 equity downturn; home prices remained resilient and even continued rising in most markets through 2023-2025 due to persistently low housing supply.
As part of the anticipated housing correction, average U.S. home prices will decline on the order of 30–40% from their pre‑correction peak levels, making home ownership more affordable for tens of millions of people.
“And I do think that that's a really big step in allowing them to feel like they're part of the dream. So you lower asset prices. You can own some stocks. Maybe you own a 401 K, or if you've never had A41K, but your employer offers it for the first time, it may actually make financial sense to put a small amount of it in there. You've never been able to own a home. All of a sudden home prices are whack 30 or 40%.”
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Explanation
US home prices did not decline 30-40%; national home price indices continued rising modestly through 2023-2025 rather than experiencing the predicted major correction.
Under current law and contribution/benefit patterns, the U.S. Social Security Trust Fund will become insolvent (unable to pay full scheduled benefits) around the year 2032.
“Today, the Social Security Trust Fund has $2.7 trillion balance, and based on the outflows and inflows, it's going to go bankrupt in 2032.”
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Explanation
The Social Security Trust Fund's projected insolvency date remains in the future (still projected for the early-to-mid 2030s as of the latest Trustees' reports), so this cannot yet be conclusively verified.
If Jason Calacanis ever runs for U.S. president, his stated housing policy platform will include a concrete proposal to build five new American cities, each containing approximately 3 million homes, where purchase eligibility is restricted to buyers under an income cap, and these will be marketed as normal, high-quality homes rather than traditional ‘projects’ or visibly subsidized housing.
“When I if I run for president, you know what my position is going to be. Schultz. What's that? I'm going to build five cities with 3 million homes in each. And you can only buy them if you make under X amount per year. It's not going to be like the projects or like, you know, subsidized housing in New York talking about it's not going to be Stuyvesant Town, okay. It's going to be like, nice house.”
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Explanation
Jason Calacanis has not run for US president, so this conditional prediction has not been triggered or tested.
Andrew Schulz
Partly Right
attribution: medium
01:09:03
marketseconomypolitics
In future periods when the S&P 500 has risen roughly 15% over a relatively short timeframe and retail investors’ portfolios have increased substantially, U.S. public attention to cultural ‘bathroom’ controversies (e.g., transgender bathroom debates) will materially decrease, with such issues becoming far less salient in public discourse compared to economic gains.
“I cannot begin to explain how quickly we'll forget about the bathrooms when the S&P is up 15% and you're looking at your portfolio and you're like, if you could take a wherever you want, okay.”
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Explanation
The S&P 500 did post strong gains in various periods after 2024, and cultural attention to transgender-related political controversies has fluctuated, but there is no clean, verifiable causal link demonstrating that market gains specifically displaced bathroom-related political salience in the way described.
During Donald Trump’s 2025–2029 presidential term, Elon Musk will consistently maintain a cooperative, pro-Trump posture in public and in major business decisions, avoiding open conflict with Trump because antagonizing Trump would reduce Musk’s influence; Musk will not significantly break with or oppose Trump on any major public issue during this term.
“So I think he's going to behave really well because now he's in the most powerful position he will ever be in. If you want to talk about like power plays, you gotta watch out for JD. That guy is a that guy's high emotional intelligence like that. That's somebody that I would be keeping my eyes on if I'm Trump. But Elon, he's going to be a good he's going to be your best friend because it's only downhill if he pisses Trump off.”
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Explanation
Elon Musk did not maintain a consistently cooperative posture with Trump throughout the 2025-2029 term; the two had a highly public and acrimonious falling out in mid-2025 after Musk left the administration, with Musk publicly criticizing Trump's spending bill and Trump threatening to cut Musk's government contracts.
Andrew Schulz, who at the time of this recording has one child, will go on to have at least two more children (a second and a third child) in the future.
“listen, good luck. You're gonna have a second and third. Schultz, I know you got some eggs.”
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Explanation
There is no publicly available information confirming whether Andrew Schulz has had additional children since this 2024 episode.