E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more
All-In with Chamath, Jason, Sacks & Friedberg
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Analyzing Market Dynamics and Equity Mispricing
This chapter uses clams as an analogy to explore purchasing power and market dynamics with increasing supply. It examines the price-to-sales ratios of notable companies like Zoom, Peloton, and Coinbase, revealing dramatic shifts in valuations since the pandemic.
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