
E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
All-In with Chamath, Jason, Sacks & Friedberg
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Investment Strategies Amid Economic Shifts
This chapter examines the divergent investment approaches during thriving versus recessionary periods, highlighting the biotech industry's current struggles with funding. It reflects on historical lessons from the dot-com era to articulate the present challenges faced by companies navigating cash flow issues and high valuations. The discussion also addresses venture capital dynamics, contrasting abundant funds with the need for prudent allocation amidst a risk-averse investment landscape.
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