AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
1min chapter
E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
All-In with Chamath, Jason, Sacks & Friedberg
The Market Is Ripping in the Next Six Quarters
The average Recession or downturn is six quarters plus or minus one or two historically We are entering the seventh quarter of the downturn at least in tech. There's a lot of people who trying to pay catch up They missed this bump and now they're competing with each other. The market is ripping today because the market is basically pricing in the idea of a soft landing Along with inflation being tamed so you had a positive CPI report at 3%
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode