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E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
All-In with Chamath, Jason, Sacks & Friedberg
LPs and GPs Portfolios
Marks have never been this high. How much of those marks will actually return, turn into cash on the barrel head? And how much of those will actually just be mean reversion? It'll all get marked down. The returns at the top quartile will look like the returns did in the period between 2000 and 2007.
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