E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses
All-In with Chamath, Jason, Sacks & Friedberg
00:00
Trading Tactics in Tech and Ecology Humor
This chapter humorously juxtaposes historical ecological events with a serious analysis of spread trading strategies in the tech sector. It explores the dynamics of trading big tech companies like Google and Microsoft, while shorting others, and discusses the complexities of valuing these firms amidst market pressures. The conversation highlights the strategic advantages of selecting correlated stocks to mitigate risks and provides insight into a new company's public listing journey.
Transcript
Play full episode
